SDY icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
VWA
126
Visionary Wealth Advisors
Illinois
$7.4M +$7.4M +68,744 New
CCM
127
Covington Capital Management
California
$7.3M +$498K +4,633 +7%
FAIM
128
Financial Advocates Investment Management
Washington
$7.23M +$1.14M +10,632 +19%
1IA
129
1834 Investment Advisors
Wisconsin
$7.18M +$364K +3,384 +5%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$7.09M -$73.1K -680 -1%
Citadel Advisors
131
Citadel Advisors
Florida
$7.05M +$1.15M +10,700 +20%
WANY
132
Wealthspire Advisors (New York)
New York
$7.04M -$57.7K -536 -0.8%
WT
133
Whittier Trust
California
$7.03M -$125K -1,161 -2%
MAFM
134
Mid Atlantic Financial Management
Pennsylvania
$6.76M +$105K +976 +2%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$6.72M +$469K +4,362 +8%
CFGS
136
Concourse Financial Group Securities
Alabama
$6.69M +$3.71M +34,465 +124%
LWA
137
Lowe Wealth Advisors
Maryland
$6.44M -$538 -5 -0%
NCM
138
Neumann Capital Management
California
$6.32M -$8.61K -80 -0.1%
CCWA
139
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.3M +$2.15K +20 +0%
Brown Advisory
140
Brown Advisory
Maryland
$6.29M +$1.69M +15,740 +37%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6.24M +$6.08M +56,546 +3,878%
MAM
142
Madison Asset Management
Wisconsin
$6.16M +$6.16M +57,280 New
SDAM
143
Shulman DeMeo Asset Management
New York
$6.15M +$136K +1,263 +2%
HCIA
144
Hochman Cole Investment Advisors
Illinois
$6.05M +$129K +1,202 +2%
HB
145
Homrich & Berg
Georgia
$5.98M +$1.21M +11,222 +25%
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$5.85M -$650K -6,054 -10%
LIA
147
LS Investment Advisors
Michigan
$5.84M -$2.97M -27,628 -34%
BMM
148
Berkshire Money Management
Massachusetts
$5.72M -$533K -4,954 -9%
MIAN
149
Mariner Independent Advisor Network
Kansas
$5.69M +$66.6K +619 +1%
FHB
150
First Hawaiian Bank
Hawaii
$5.6M -$79.6K -740 -1%
4 5
6
7 8