SDY icon

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 %
ME
776
McIlrath & Eck
Washington
$5K – – –
CWP
777
CFM Wealth Partners
Texas
$5K – – –
EI
778
Ellevest Inc
New York
$5K +$5K +53 New
TC
779
Truvestments Capital
Florida
$3K – – –
CCM
780
Cribstone Capital Management
Maine
$3K – – –
TPWA
781
TRUE Private Wealth Advisors
Oregon
$2K -$1.45M -21,708 -100%
FA
782
Fortis Advisors
Pennsylvania
$2K -$345K -4,653 -99%
WIM
783
Westside Investment Management
California
$1.11K +$105 +1,157 +10%
RWG
784
Regal Wealth Group
California
$1K – – –
3AM
785
3EDGE Asset Management
Florida
– -$11.6M -145,114 Closed
OCPWS
786
One Charles Private Wealth Services
Massachusetts
– -$11.4M -142,887 Closed
Two Sigma Investments
787
Two Sigma Investments
New York
– -$4M -50,059 Closed
PP
788
PagnatoKarp Partners
Virginia
– -$3.42M -42,802 Closed
XS
789
XR Securities
Illinois
– -$3.11M -38,914 Closed
Natixis Advisors
790
Natixis Advisors
Massachusetts
– -$2.62M -32,814 Closed
AWM
791
Aberdeen Wealth Management
Illinois
– -$1.74M -21,742 Closed
ARG
792
Advisory Resource Group
Oklahoma
– -$1.46M -18,258 Closed
ACP
793
Aveo Capital Partners
Colorado
– -$904K -11,322 Closed
BAC
794
Boys Arnold & Co
North Carolina
– -$880K -11,015 Closed
FSC
795
Full Sail Capital
Oklahoma
– -$694K -7,935 Closed
BP
796
Ballentine Partners
Massachusetts
– -$579K -7,250 Closed
OR
797
Olympiad Research
Connecticut
– -$573K -7,173 Closed
TCA
798
Transcend Capital Advisors
New Jersey
– -$487K -6,094 Closed
AIP
799
Almanack Investment Partners
Pennsylvania
– -$449K -5,625 Closed
BRWM
800
B. Riley Wealth Management
Tennessee
– -$427K -5,348 Closed
30 31
32
33 34