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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

859 hedge funds and large institutions have $7.95B invested in SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+108
Holders Change %
+14.38%
% of All Funds
16.96%
Holding in Top 10
72
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
153
Increased
318
Reduced
222
Closed
37
Calls
$8.2M
Puts
$3.56M
Net Calls
+$4.64M
Net Calls Change
-$1.21M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$166M
2
3AM
3EDGE Asset Management
Florida
$155M
3
RJA
Raymond James & Associates
Florida
$601M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$62.2M
5
BFPW
BOK Financial Private Wealth
Colorado
$27.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.1M
2
HNB
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$28.3M
4
IIC
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
701
Stock Yards Bank & Trust
Kentucky
$220K – – –
VCM
702
Violich Capital Management
California
$219K – – –
VWM
703
Venturi Wealth Management
Texas
$216K +$1.08K +10 +0.5%
BFA
704
Benedict Financial Advisors
Georgia
$215K -$14K -130 -6%
BPCE
705
Bank Pictet & Cie (Europe)
Germany
$215K – – –
MPW
706
MA Private Wealth
California
$214K -$1.4K -13 -0.7%
PWP
707
Principle Wealth Partners
Connecticut
$213K -$138K -1,286 -39%
AA
708
Apriem Advisors
California
$212K +$645 +6 +0.3%
BWA
709
Burt Wealth Advisors
Maryland
$210K – – –
MFG
710
Magnus Financial Group
New York
$209K +$209K +1,945 New
WWM
711
Windsor Wealth Management
Indiana
$208K +$208K +1,934 New
WKWM
712
Walter & Keenan Wealth Management
Indiana
$206K +$206K +1,911 New
CBTWT
713
Community Bank & Trust (Waco, Texas)
Texas
$206K +$206K +1,918 New
SCP
714
Shorepoint Capital Partners
Massachusetts
$204K -$18.5K -172 -8%
SIC
715
Salem Investment Counselors
North Carolina
$204K – – –
HIMC
716
Heritage Investors Management Corp
Maryland
$203K +$203K +1,885 New
TNBTD
717
Trustmark National Bank Trust Department
Mississippi
$203K +$203K +1,889 New
IDBONY
718
Israel Discount Bank of New York
New York
$202K +$202K +1,875 New
TI
719
tru Independence
Oregon
$202K +$202K +2,523 New
LCM
720
LVM Capital Management
Michigan
$201K -$11.6K -108 -5%
HR
721
Howe & Rusling
New York
$199K +$16.6K +154 +9%
BCWM
722
Bartlett & Co Wealth Management
Ohio
$197K +$51.7K +481 +36%
EP
723
Eudaimonia Partners
Tennessee
$187K +$187K +1,740 New
TAM
724
Townsend Asset Management
North Carolina
$185K +$185K +1,717 New
POIA
725
Pin Oak Investment Advisors
Texas
$183K -$2.59K -24 -1%
27 28
29
30 31