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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 %
PG
726
Proffitt & Goodson
Tennessee
$39K – – –
NSIM
727
North Star Investment Management
Illinois
$37K – – –
KPCM
728
Kings Point Capital Management
New York
$37K – – –
AWA
729
Arkadios Wealth Advisors
Georgia
$36.2K -$6.33K -69 -15%
GAM
730
Gemmer Asset Management
California
$35K – – –
ARMC
731
American Research & Management Company
Massachusetts
$35K +$9.21K +100 +36%
FCH
732
Freestone Capital Holdings
Washington
$34.7K -$107 -1,169 -0.3%
MWA
733
MFA Wealth Advisors
Pennsylvania
$34.4K +$34.4K +377 New
BCM
734
Bourgeon Capital Management
Connecticut
$32K -$45.9K -496 -59%
PAI
735
Pittenger & Anderson Inc
Nebraska
$32K – – –
HI
736
Hudock Inc
Pennsylvania
$30K +$273 +3 +0.9%
AIC
737
Archer Investment Corporation
Indiana
$30K +$4.56K +52 +18%
HFA
738
HC Financial Advisors
California
$29K – – –
OC
739
Oakworth Capital
Alabama
$28K – – –
JWA
740
JFS Wealth Advisors
Pennsylvania
$27K – – –
PP
741
Pacifica Partners
Canada
$24K – – –
CB
742
CNB Bank
Pennsylvania
$23K – – –
PGAM
743
Princeton Global Asset Management
New Jersey
$23K +$90 +1 +0.4%
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
JPLA
745
Joseph P. Lucia & Associates
New York
$21K – – –
RCM
746
Rain Capital Management
Oregon
$19K – – –
AP
747
Atwood & Palmer
Missouri
$18K – – –
JSC
748
Jackson Square Capital
California
$18K – – –
CLOS
749
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
SFG
750
Sowa Financial Group
Rhode Island
$16K – – –
28 29
30
31 32