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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 Holding Trade Value Shares
Change 		Shares
Change %
HGWM
826
Harvest Group Wealth Management
Massachusetts
$20K +$105 +1 +0.5%
CLOS
827
Compagnie Lombard Odier SCmA
Switzerland
$19K -$43.4K -400 -70%
SFG
828
Sowa Financial Group
Rhode Island
$19K +$19K +179 New
AA
829
Advisory Alpha
Michigan
$18.8K – – –
FRA
830
Front Row Advisors
California
$17K – – –
FWM
831
FSA Wealth Management
Massachusetts
$15K +$15K +140 New
IIA
832
ICW Investment Advisors
Arizona
$14K +$14K +132 New
JHCP
833
Jackson Hole Capital Partners
Oklahoma
$13K – – –
HH
834
HWG Holdings
Texas
$11K – – –
PWMG
835
Prestige Wealth Management Group
New Jersey
$11K – – –
ANBT
836
American National Bank & Trust
Texas
$11K – – –
IRC
837
Investors Research Corp
Georgia
$11K +$108 +1 +1%
FWM
838
Filbrandt Wealth Management
Wisconsin
$10K +$10K +95 New
CB
839
Community Bank
New York
$9K – – –
MRCM
840
M&R Capital Management
New Jersey
$9K +$9K +84 New
SIM
841
Sonora Investment Management
Arizona
$8K -$123K -1,180 -94%
LWANC
842
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
BWL
843
Bogart Wealth LLC
Virginia
$7K – – –
ACM
844
Anfield Capital Management
California
$7K +$7K +63 New
FCB
845
First Command Bank
Texas
$6K -$22.6K -200 -79%
FCFS
846
First Command Financial Services
Texas
$6K -$22.6K -200 -79%
QAM
847
QCI Asset Management
New York
$6K – – –
ME
848
McIlrath & Eck
Washington
$6K – – –
CWP
849
CFM Wealth Partners
Texas
$6K +$6K +58 New
HWA
850
HCR Wealth Advisors
California
$5K +$5K +50 New
32 33
34
35 36