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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$443M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$46.5M
4
SQA
4
Simon Quick Advisors
New Jersey
$29.8M
5
M&T Bank
5
M&T Bank
New York
$7.95M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$1.25M
2
3AM
2
3EDGE Asset Management
Florida
$11.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$183M
4
Bank of America
4
Bank of America
North Carolina
$551M
5
Ameriprise
5
Ameriprise
Minnesota
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
776
First Command Bank
Texas
$4K – – –
FCFS
777
First Command Financial Services
Texas
$4K – – –
LPWM
778
Lake Point Wealth Management
Texas
$3K – – –
NL
779
NWAM LLC
Washington
$2.43K +$185 +2,322 +8%
FGAM
780
Financial Gravity Asset Management
Texas
$2.08K +$58 +10 +3%
CCM
781
Cribstone Capital Management
Maine
$2K – – –
PK
782
Pflug Koory
Nebraska
$2K +$800 +10 +67%
FA
783
Faithward Advisors
Pennsylvania
$2K +$2K +30 New
TC
784
Truvestments Capital
Florida
$2K +$2K +33 New
RWG
785
Regal Wealth Group
California
$1K -$67.9K -1,018 -99%
RCG
786
Ruggie Capital Group
Florida
$1K -$47.8K -860 -98%
WIM
787
Westside Investment Management
California
$881 +$881 +11,042 New
CM
788
Churchill Management
California
– -$22.3M -207,556 Closed
SAS
789
Sage Advisory Services
Texas
– -$18.9M -175,630 Closed
SAMC
790
Spectrum Asset Management (California)
California
– -$17.1M -158,724 Closed
PI
791
PFS Investments
Georgia
– -$12.8M -119,097 Closed
AWM
792
Altus Wealth Management
Kentucky
– -$11M -102,627 Closed
JWCA
793
J.W. Cole Advisors
Florida
– -$5.36M -49,797 Closed
IAA
794
Independent Advisor Alliance
North Carolina
– -$4.97M -46,188 Closed
QIM
795
Quest Investment Management
Oregon
– -$4.59M -42,663 Closed
TAM
796
Todd Asset Management
Kentucky
– -$4.49M -41,688 Closed
JIP
797
Jaffetilchin Investment Partners
Florida
– -$2.75M -25,550 Closed
TC
798
TownSquare Capital
Utah
– -$2.08M -19,357 Closed
AIM
799
Aspen Investment Management
Michigan
– -$1.78M -16,588 Closed
SEIA
800
Signature Estate & Investment Advisors
California
– -$1.74M -16,157 Closed
30 31
32
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