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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$434M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.53M
3
Ameriprise
3
Ameriprise
Minnesota
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$53.3M
5
Bank of America
5
Bank of America
North Carolina
$594M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
151
Valley Wealth Managers
New Jersey
$3.63M +$180K +1,979 +5%
BAM
152
Bruderman Asset Management
New York
$3.61M -$1.72K -19 -0%
CWM
153
Connecticut Wealth Management
Connecticut
$3.55M -$179K -1,968 -5%
FWM
154
FSA Wealth Management
Massachusetts
$3.54M +$3.53M +38,666 +27,423%
NA
155
NewEdge Advisors
Louisiana
$3.5M -$180K -1,972 -5%
FCM
156
Firestone Capital Management
Florida
$3.48M -$450K -4,939 -11%
UB
157
UMB Bank
Missouri
$3.46M -$141K -1,550 -4%
HCM
158
Hollencrest Capital Management
California
$3.45M -$596K -6,536 -15%
DC
159
Derby & Company
Massachusetts
$3.42M +$211K +2,319 +7%
Fiera Capital (Canada)
160
Fiera Capital (Canada)
Quebec, Canada
$3.4M +$91.2K +1,000 +3%
MBTD
161
Mechanics Bank - Trust Department
California
$3.39M +$65.2K +715 +2%
EIG
162
Ellenbecker Investment Group
Wisconsin
$3.35M +$55.2K +605 +2%
MAM
163
Madison Asset Management
Wisconsin
$3.33M -$131K -1,433 -4%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$3.31M – – –
CTC
165
Central Trust Company
Missouri
$3.3M +$137K +1,497 +4%
OC
166
Oppenheimer & Co
New York
$3.25M +$72.1K +791 +2%
GT
167
Greenleaf Trust
Michigan
$3.24M -$102K -1,115 -3%
SBL
168
Sargent Bickham Lagudis
Colorado
$3.23M +$22.3K +245 +0.7%
PV
169
Private Vista
Illinois
$3.2M -$3.31M -36,313 -51%
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$3.2M -$150K -1,640 -4%
PWM
171
Peterson Wealth Management
Nevada
$3.18M +$366K +4,011 +13%
JWCA
172
J.W. Cole Advisors
Florida
$3.16M +$3.16M +34,663 New
KFA
173
Kays Financial Advisory
Georgia
$3.15M +$393K +4,304 +14%
TW
174
Transform Wealth
Colorado
$3.14M -$152K -1,669 -5%
FAAS
175
First Allied Advisory Services
California
$3.13M +$88.6K +971 +3%
5 6
7
8 9