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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

859 hedge funds and large institutions have $7.95B invested in SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.

Holders
859
Holders Change
+108
Holders Change %
+14.38%
% of All Funds
16.96%
Holding in Top 10
72
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
153
Increased
318
Reduced
222
Closed
37
Calls
$8.2M
Puts
$3.56M
Net Calls
+$4.64M
Net Calls Change
-$1.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$166M
2
3AM
2
3EDGE Asset Management
Florida
$155M
3
RJA
3
Raymond James & Associates
Florida
$601M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$62.2M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$27.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.1M
2
HNB
2
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$28.3M
4
IIC
4
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HB
801
Horizon Bancorp
Indiana
$39K 360 +360 New
PAI
802
Pittenger & Anderson Inc
Nebraska
$38K 350 – –
FCH
803
Freestone Capital Holdings
Washington
$37.7K 350,835 +6,118 +2%
BCM
804
Bourgeon Capital Management
Connecticut
$37K 346 – –
GAM
805
Gemmer Asset Management
California
$35K 325 – –
Kayne Anderson Rudnick Investment Management
806
Kayne Anderson Rudnick Investment Management
California
$34K 320 +3 +0.9%
WQ
807
Wealth Quarterback
New Jersey
$33.2K 309 +309 New
OC
808
Oakworth Capital
Alabama
$33K 306 – –
VRM
809
Vectors Research Management
New York
$32K 300 – –
AIC
810
Archer Investment Corporation
Indiana
$31K 290 – –
ARMC
811
American Research & Management Company
Massachusetts
$30K 280 – –
CFFP
812
Center for Financial Planning
Michigan
$30K 280 +280 New
PP
813
Pacifica Partners
Canada
$29K 267 +267 New
JSC
814
Jackson Square Capital
California
$29K 269 +269 New
CB
815
CNB Bank
Pennsylvania
$27K 255 – –
RWA
816
Ropes Wealth Advisors
Massachusetts
$26K 241 +241 New
Simplex Trading
817
Simplex Trading
Illinois
$25K 241 -128 -35%
EFSCE
818
Enterprise Financial Services Corp (EFSC)
Missouri
$25K 232 – –
JPLA
819
Joseph P. Lucia & Associates
New York
$24K 225 – –
PCA
820
Providence Capital Advisors
North Carolina
$23K 214 -40 -16%
RCM
821
Rain Capital Management
Oregon
$23K 208 – –
GSC
822
G&S Capital
Colorado
$23K 221 – –
GWMIA
823
Global Wealth Management Investment Advisory
Florida
$22K 200 – –
AP
824
Atwood & Palmer
Missouri
$22K 200 – –
AF
825
Affiance Financial
Minnesota
$22K 200 +200 New
31 32
33
34 35