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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 %
PIA
801
Perennial Investment Advisors
California
– -$391K -4,892 Closed
Two Sigma Advisers
802
Two Sigma Advisers
New York
– -$367K -4,600 Closed
JCM
803
Janney Capital Management
Pennsylvania
– -$364K -4,554 Closed
ACG
804
Allen Capital Group
Nebraska
– -$293K -3,666 Closed
PCA
805
Personal Capital Advisors
California
– -$241K -3,516 Closed
BCP
806
Berkeley Capital Partners
Georgia
– -$280K -3,503 Closed
BCP
807
Blackhawk Capital Partners
Wisconsin
– -$331K -3,081 Closed
WCG
808
Wall Capital Group
Arizona
– -$241K -3,018 Closed
PP
809
Palladium Partners
Virginia
– -$240K -3,005 Closed
PNAA
810
Pictet North America Advisors
Switzerland
– -$240K -3,000 Closed
BPC
811
Banque Pictet & Cie
Switzerland
– -$240K -3,000 Closed
PWM
812
Perigon Wealth Management
California
– -$259K -2,968 Closed
KCM
813
Karp Capital Management
California
– -$231K -2,893 Closed
FFBTD
814
First Financial Bank - Trust Division
Ohio
– -$223K -2,791 Closed
CWM
815
Circle Wealth Management
New Jersey
– -$220K -2,756 Closed
SWP
816
Summit Wealth Partners
Florida
– -$205K -2,570 Closed
LSAG
817
Lake Street Advisors Group
New Hampshire
– -$202K -2,535 Closed
CWP
818
Capital Wealth Planning
Florida
– -$201K -2,515 Closed
KFI
819
Key Financial Inc
Pennsylvania
– -$179K -2,208 Closed
CBT
820
Capital Bank & Trust
California
– -$133K -1,670 Closed
BII
821
Bainco International Investors
Massachusetts
– -$110K -1,379 Closed
DWM
822
Darwin Wealth Management
Florida
– -$101K -1,269 Closed
RCA
823
Rowland Carmichael Advisors
Arizona
– -$91K -1,140 Closed
ICA
824
Infrastructure Capital Advisors
New York
– -$87K -1,085 Closed
NC
825
NewSquare Capital
Pennsylvania
– -$67K -836 Closed
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