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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.

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 %
FHA
151
Flagship Harbor Advisors
Massachusetts
$5.46M +$170K +1,582 +3%
MA
152
MONECO Advisors
Connecticut
$5.38M -$50.5K -466 -0.9%
JWCA
153
J.W. Cole Advisors
Florida
$5.36M +$5.36M +49,797 New
PWA
154
Providence Wealth Advisors
Illinois
$5.16M +$74.7K +696 +1%
WTC
155
WhitTier Trust Company
Nevada
$5.11M +$23.3K +217 +0.5%
Deutsche Bank
156
Deutsche Bank
Germany
$5.09M +$926K +8,612 +22%
AAMC
157
Asset Allocation & Management Company
Illinois
$5.08M +$5.08M +47,249 New
GPWA
158
Great Point Wealth Advisors
Massachusetts
$5.04M -$160K -1,485 -3%
LF
159
LifeSteps Financial
California
$5.03M +$5.03M +46,782 New
MSAM
160
Moloney Securities Asset Management
Missouri
$5.01M +$251K +2,335 +5%
IAA
161
Independent Advisor Alliance
North Carolina
$4.97M +$4.36M +40,540 +718%
PP
162
PagnatoKarp Partners
Virginia
$4.94M -$511K -4,748 -9%
BPWA
163
Beacon Pointe Wealth Advisors
California
$4.9M -$97K -902 -2%
TPW
164
TL Private Wealth
Texas
$4.88M +$4.88M +45,304 New
AFG
165
Albion Financial Group
Utah
$4.81M -$18.6K -173 -0.4%
HCM
166
Hollencrest Capital Management
California
$4.77M – – –
APW
167
Austin Private Wealth
Texas
$4.74M +$4.74M +44,049 New
NA
168
NewEdge Advisors
Louisiana
$4.67M -$72.7K -676 -2%
FHA
169
First Horizon Advisors
Tennessee
$4.65M -$109K -1,015 -2%
CWM
170
Connecticut Wealth Management
Connecticut
$4.64M +$9.68K +90 +0.2%
AWM
171
Aries Wealth Management
Maine
$4.63M – – –
FCM
172
Firestone Capital Management
Florida
$4.62M +$4.62M +42,959 New
QIM
173
Quest Investment Management
Oregon
$4.59M +$302K +2,808 +7%
PA
174
PSI Advisors
Florida
$4.53M +$4.53M +42,139 New
FHC
175
First Heartland Consultants
Missouri
$4.53M -$108K -1,007 -2%
5 6
7
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