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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.

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 %
WIC
76
Whitegate Investment Counselors
New Hampshire
$9.34M -$211K -2,646 -2%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$9.15M -$183K -2,288 -2%
SPIA
78
Steward Partners Investment Advisory
New York
$8.97M -$6.71M -84,016 -43%
WB
79
WesBanco Bank
West Virginia
$8.68M +$1.97M +24,622 +29%
LNC
80
Lincoln National Corp
Pennsylvania
$8.58M -$1.63M -20,375 -16%
KIA
81
KCM Investment Advisors
California
$8.54M -$1.4M -17,562 -14%
NB
82
NBT Bank
New York
$8.08M -$16K -200 -0.2%
HSWM
83
Hubbell Strickland Wealth Management
Louisiana
$7.99M -$244K -3,061 -3%
M&T Bank
84
M&T Bank
New York
$7.95M +$7.95M +99,483 New
HCP
85
Holt Capital Partners
Texas
$7.92M -$36.3K -455 -0.5%
RJT
86
Raymond James Trust
Florida
$7.9M +$525K +6,580 +7%
SF
87
Synovus Financial
Georgia
$7.67M +$4.99M +62,405 +186%
EPWM
88
Essex Private Wealth Management
Massachusetts
$7.62M +$238K +2,976 +3%
EWMCB
89
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.42M -$1.98M -24,786 -21%
IWM
90
IHT Wealth Management
Illinois
$7.36M -$1.45M -18,132 -16%
AAS
91
Avantax Advisory Services
Texas
$7.34M +$4M +50,114 +120%
RPWA
92
Regent Peak Wealth Advisors
Georgia
$7.27M +$89.6K +1,122 +1%
Citigroup
93
Citigroup
New York
$7.17M +$316K +3,956 +5%
TA
94
Tiedemann Advisors
New York
$7.06M -$104K -1,300 -1%
GWM
95
Geneos Wealth Management
Colorado
$6.87M -$2.49M -31,718 -27%
FAIM
96
Financial Advocates Investment Management
Washington
$6.81M +$1.44M +18,090 +27%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$6.59M -$194K -2,427 -3%
SIA
98
Starfire Investment Advisers
Michigan
$6.51M -$565K -7,080 -8%
ABC
99
Associated Banc-Corp
Wisconsin
$6.36M +$59.3K +743 +0.9%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$6.29M -$476K -6,257 -7%
2 3
4
5 6