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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 %
FIM
876
Frontier Investment Management
Texas
– – -2,642 Closed
MCP
877
Mirador Capital Partners
California
– – -2,525 Closed
Verition Fund Management
878
Verition Fund Management
Connecticut
– – -2,480 Closed
GW
879
GW & Wade
Massachusetts
– – -2,350 Closed
CAG
880
Crestwood Advisors Group
Massachusetts
– – -2,185 Closed
NIA
881
Northstar Investment Advisors
Colorado
– – -2,160 Closed
BWP
882
Bernardo Wealth Planning
Pennsylvania
– – -2,072 Closed
TFA
883
TPG Financial Advisors
Oregon
– – -2,027 Closed
PNC
884
Park National Corp
Ohio
– – -1,971 Closed
PA
885
Paracle Advisors
Washington
– – -1,960 Closed
EWM
886
Elmwood Wealth Management
California
– – -1,314 Closed
CG
887
Cutler Group
California
– – -1,299 Closed
VCM
888
Vigilant Capital Management
Maine
– – -840 Closed
RC
889
Rinet Company
Massachusetts
– – -725 Closed
AM
890
Atwater Malick
Pennsylvania
– – -564 Closed
TC
891
Truvestments Capital
Florida
– – -455 Closed
TA
892
Thor Advisors
New York
– – -417 Closed
M
893
MOTCO
Texas
– – -310 Closed
SWM
894
Selective Wealth Management
Virginia
– – -297 Closed
QCIG
895
Quad-Cities Investment Group
Iowa
– – -204 Closed
WCM
896
Whitener Capital Management
North Carolina
– – -130 Closed
CPA
897
Capital Planning Advisors
California
– – -110 Closed
SB
898
Strategic Blueprint
Georgia
– – -94 Closed
CAM
899
CenterStar Asset Management
Illinois
– – – –
LFA
900
Lighthouse Financial Advisors
Maryland
$0 8 +8 New
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