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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 %
JFA
76
Johanson Financial Advisors
California
$15M 1,616,830 +1,602,177 +10,934%
OCPWS
77
One Charles Private Wealth Services
Massachusetts
$14.9M 138,111 +138,111 New
Northern Trust
78
Northern Trust
Illinois
$14.2M 132,341 +10,576 +9%
FTIOP
79
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.1M 140,162 +23,637 +20%
CFS
80
CRA Financial Services
New Jersey
$14M 129,695 +2,227 +2%
LNC
81
Lincoln National Corp
Pennsylvania
$13.7M 127,805 +1,692 +1%
SB
82
Simmons Bank
Arkansas
$13.4M 124,799 +407 +0.3%
KIA
83
KCM Investment Advisors
California
$13.4M 124,492 +308 +0.2%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$13.1M 121,798 -1,174 -1%
WIC
85
Whitegate Investment Counselors
New Hampshire
$12.9M 119,546 -386 -0.3%
GWM
86
Geneos Wealth Management
Colorado
$12.8M 119,214 +14,808 +14%
PI
87
PFS Investments
Georgia
$12.8M 119,097 +5,671 +5%
EWMCB
88
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.7M 117,658 +14,140 +14%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$12.6M 116,859 -1,544 -1%
IWM
90
IHT Wealth Management
Illinois
$11.9M 110,349 -2,153 -2%
SWP
91
Stratos Wealth Partners
Ohio
$11.5M 106,543 +873 +0.8%
HSWM
92
Hubbell Strickland Wealth Management
Louisiana
$11.1M 103,084 +5,587 +6%
AWM
93
Altus Wealth Management
Kentucky
$11M 102,627 +102,627 New
NB
94
NBT Bank
New York
$10.9M 101,333 -439 -0.4%
HCP
95
Holt Capital Partners
Texas
$10.7M 99,665 +720 +0.7%
EPWM
96
Essex Private Wealth Management
Massachusetts
$9.94M 92,418 +92,418 New
RJT
97
Raymond James Trust
Florida
$9.94M 92,396 +5,842 +7%
FNC
98
First National Corp
Massachusetts
$9.79M 91,041 +209 +0.2%
DC
99
Davenport & Co
Virginia
$9.78M 90,912 +69,338 +321%
Creative Planning
100
Creative Planning
Kansas
$9.71M 90,254 -3,851 -4%
2 3
4
5 6