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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 %
PP
751
PrairieView Partners
Minnesota
$14K -$90.5K -970 -87%
FRA
752
Front Row Advisors
California
$14K – – –
SMG
753
Spectrum Management Group
Indiana
$13K -$344K -3,836 -96%
HGWM
754
Harvest Group Wealth Management
Massachusetts
$13K -$3.55K -41 -21%
RFWA
755
RPg Family Wealth Advisory
Massachusetts
$11.4K +$11.4K +125 New
KFS
756
Kelly Financial Services
Massachusetts
$11K +$91 +1 +0.8%
PCA
757
Providence Capital Advisors
North Carolina
$11K -$3.26K -35 -23%
RAM
758
Riggs Asset Management
Pennsylvania
$11K – – –
JHCP
759
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CFO
760
CVA Family Office
Colorado
$11K – – –
FCA
761
FinTrust Capital Advisors
South Carolina
$10K – – –
AIM
762
Anchor Investment Management
South Carolina
$9.12K – – –
PCTC
763
Perkins Coie Trust Company
Washington
$9K -$63K -700 -88%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
ANBT
765
American National Bank & Trust
Texas
$9K – – –
IRC
766
Investors Research Corp
Georgia
$9K +$87 +1 +1%
HWA
767
HCR Wealth Advisors
California
$8K +$381 +4 +5%
WP
768
WealthShield Partners
North Carolina
$8K +$8K +85 New
MRCM
769
M&R Capital Management
New Jersey
$7K – – –
SIM
770
Sonora Investment Management
Arizona
$7K – – –
CB
771
Community Bank
New York
$7K – – –
JFA
772
JNBA Financial Advisors
Minnesota
$7K +$7K +72 New
HH
773
HWG Holdings
Texas
$7K +$7K +79 New
BlackRock
774
BlackRock
New York
$6K -$15.3K -178 -72%
BWL
775
Bogart Wealth LLC
Virginia
$6K – – –
29 30
31
32 33