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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

782 hedge funds and large institutions have $5.61B invested in SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 208 increasing their positions, 347 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.92%
New
68
Increased
208
Reduced
347
Closed
63
Calls
$7.96M
Puts
$3.22M
Net Calls
+$4.75M
Net Calls Change
+$1.03M

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$28.6M
2
RJA
Raymond James & Associates
Florida
+$26.4M
3
Creative Planning
Creative Planning
Kansas
+$11.3M
4
Franklin Resources
Franklin Resources
California
+$10.3M
5
PPW
Parcion Private Wealth
Washington
+$9.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.4M
3
Ameriprise
Ameriprise
Minnesota
-$54.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.4M
5
Bank of America
Bank of America
North Carolina
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
701
HM Payson & Co
Maine
$68K +$68K +750 New
HIA
702
Harbor Investment Advisory
Maryland
$64K +$6.6K +72 +12%
CWM
703
Campbell Wealth Management
Virginia
$61K +$61K +664 New
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$67.7K -747 -53%
FA
705
Financial Advantage
Maryland
$57K – – –
PA
706
Procyon Advisors
Connecticut
$57K – – –
BCA
707
Bray Capital Advisors
Florida
$55K -$294K -3,212 -84%
MWC
708
MBM Wealth Consultants
Missouri
$52K – – –
TL
709
TrueWealth LLC
Georgia
$51K -$17.9K -198 -26%
TCM
710
Tradewinds Capital Management
Washington
$51K – – –
WPA
711
West Paces Advisors
Georgia
$50.2K – – –
NSB
712
Norway Savings Bank
Maine
$50K – – –
CFFP
713
Center for Financial Planning
Michigan
$47K -$162K -1,770 -78%
PB
714
Pinnacle Bancorp
Nebraska
$47K – – –
WB
715
Webster Bank
Connecticut
$46K – – –
AW
716
Avion Wealth
Texas
$46K – – –
HFA
717
Hoover Financial Advisors
Pennsylvania
$46K +$46K +500 New
CG
718
Cutler Group
California
$45K +$45K +499 New
BFO
719
Biltmore Family Office
North Carolina
$44K – – –
LFG
720
Larson Financial Group
Missouri
$44K – – –
BWA
721
BDO Wealth Advisors
Florida
$44K – – –
BW
722
Bison Wealth
Georgia
$43K -$347K -3,759 -89%
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$43K -$20.4K -225 -32%
TF
724
Tompkins Financial
New York
$42K – – –
AIM
725
Arcadia Investment Management
Michigan
$41K – – –
27 28
29
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