SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

782 hedge funds and large institutions have $5.61B invested in SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 208 increasing their positions, 347 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.92%
New
68
Increased
208
Reduced
347
Closed
63
Calls
$7.96M
Puts
$3.22M
Net Calls
+$4.75M
Net Calls Change
+$1.03M

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$79.1M
2
RJA
Raymond James & Associates
Florida
$540M
3
Creative Planning
Creative Planning
Kansas
$38.7M
4
Franklin Resources
Franklin Resources
California
$10.3M
5
PPW
Parcion Private Wealth
Washington
$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$434M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.53M
3
Ameriprise
Ameriprise
Minnesota
$227M
4
Goldman Sachs
Goldman Sachs
New York
$53.3M
5
Bank of America
Bank of America
North Carolina
$594M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
126
TL Private Wealth
Texas
$4.63M -$359K -3,809 -7%
WTC
127
WhitTier Trust Company
Nevada
$4.54M +$337K +3,696 +8%
MSAM
128
Moloney Securities Asset Management
Missouri
$4.53M -$249K -2,730 -5%
PA
129
PSI Advisors
Florida
$4.47M -$45.8K -502 -1%
PWA
130
Providence Wealth Advisors
Illinois
$4.45M -$13.4K -147 -0.3%
MA
131
MONECO Advisors
Connecticut
$4.38M +$37.9K +415 +0.9%
SMG
132
Smart Money Group
Texas
$4.37M -$143K -1,570 -3%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$4.32M +$224K +2,452 +5%
DAS
134
Dynamic Advisor Solutions
Arizona
$4.32M +$572K +6,276 +15%
BPA
135
Beacon Pointe Advisors
California
$4.29M -$516K -5,663 -11%
PP
136
Paloma Partners
Connecticut
$4.26M +$4.26M +46,705 New
IF
137
Intrua Financial
Texas
$4.15M +$4.15M +42,543 New
AAMC
138
Asset Allocation & Management Company
Illinois
$4.14M – – –
HCIA
139
Hochman Cole Investment Advisors
Illinois
$4.11M -$229K -2,507 -5%
WANY
140
Wealthspire Advisors (New York)
New York
$4.07M -$2.82M -30,958 -41%
AWM
141
Aries Wealth Management
Maine
$4M -$109K -1,200 -3%
AFG
142
Albion Financial Group
Utah
$3.98M -$46.6K -511 -1%
Jane Street
143
Jane Street
New York
$3.96M -$1.21M -13,278 -23%
APW
144
Austin Private Wealth
Texas
$3.85M -$39.3K -431 -1%
AMM
145
American Money Management
California
$3.81M +$750K +8,227 +25%
HB
146
Homrich & Berg
Georgia
$3.77M -$2.25M -24,633 -37%
FHA
147
First Horizon Advisors
Tennessee
$3.75M -$72.2K -792 -2%
LF
148
LifeSteps Financial
California
$3.69M -$366K -4,015 -9%
AAS
149
Avantax Advisory Services
Texas
$3.67M -$4.73M -51,771 -56%
PD
150
Planning Directions
Pennsylvania
$3.65M +$2.92M +32,038 +402%
4 5
6
7 8