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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 %
Millennium Management
801
Millennium Management
New York
– -$1.47M -13,630 Closed
PFM
802
Phillips Financial Management
Indiana
– -$1.42M -13,186 Closed
RWP
803
RWA Wealth Partners
Massachusetts
– -$1.05M -9,801 Closed
Allianz Asset Management
804
Allianz Asset Management
Germany
– -$1.02M -9,508 Closed
OAM
805
Oppenheimer Asset Management
New York
– -$1.01M -9,403 Closed
CAM
806
Concorde Asset Management
Michigan
– -$978K -9,089 Closed
EWM
807
Evercore Wealth Management
New York
– -$747K -6,943 Closed
JWM
808
Jackson Wealth Management
Florida
– -$730K -6,785 Closed
SFS
809
Summit Financial Strategies
Ohio
– -$724K -6,731 Closed
CA
810
Continuum Advisory
Idaho
– -$700K -6,505 Closed
FIG
811
FundX Investment Group
California
– -$594K -5,519 Closed
ACP
812
Ashfield Capital Partners
California
– -$586K -5,450 Closed
AI
813
Atria Investments
North Carolina
– -$542K -5,038 Closed
GM
814
GeoWealth Management
Illinois
– -$503K -4,675 Closed
CAM
815
Crestone Asset Management
Colorado
– -$484K -4,504 Closed
GDP
816
Great Diamond Partners
Maine
– -$464K -4,317 Closed
WS
817
Wedbush Securities
California
– -$462K -4,299 Closed
PAS
818
Park Avenue Securities
New York
– -$451K -4,190 Closed
AGM
819
Alpine Global Management
New York
– -$441K -4,101 Closed
Fisher Asset Management
820
Fisher Asset Management
Washington
– -$435K -4,044 Closed
WS
821
Wela Strategies
Georgia
– -$435K -4,040 Closed
CCP
822
Corient Capital Partners
California
– -$432K -4,017 Closed
BWM
823
Brickley Wealth Management
California
– -$430K -4,000 Closed
PVWM
824
Point View Wealth Management
New Jersey
– -$410K -3,811 Closed
IGGA
825
Iron Gate Global Advisors
Utah
– -$398K -3,698 Closed
31 32
33
34 35