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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 %
AAS
176
Avantax Advisory Services
Texas
$4.5M +$1.28M +11,885 +40%
TAM
177
Todd Asset Management
Kentucky
$4.49M +$4.49M +41,688 New
BWFA
178
Baltimore-Washington Financial Advisors
Maryland
$4.43M +$15.7K +146 +0.4%
HFRG
179
Houlihan Financial Resource Group
Virginia
$4.41M +$4.41M +40,960 New
SBL
180
Sargent Bickham Lagudis
Colorado
$4.39M -$101K -943 -2%
JCM
181
Janney Capital Management
Pennsylvania
$4.36M +$4.11M +38,161 +1,610%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$4.2M -$591K -5,490 -12%
AC
183
Alexandria Capital
Virginia
$4.09M -$56.5K -525 -1%
GT
184
Greenleaf Trust
Michigan
$4.02M -$230K -2,140 -5%
CTC
185
Central Trust Company
Missouri
$4.02M -$48.7K -453 -1%
EIG
186
Ellenbecker Investment Group
Wisconsin
$4.01M -$291K -2,701 -7%
CI
187
Conning Inc
Connecticut
$4M -$697K -6,477 -15%
MBTD
188
Mechanics Bank - Trust Department
California
$3.98M +$115K +1,065 +3%
NEGWA
189
New England Guild Wealth Advisors
Connecticut
$3.98M -$45.7K -425 -1%
UBV
190
United Bank (Virginia)
Virginia
$3.95M -$707K -6,572 -15%
UB
191
UMB Bank
Missouri
$3.9M -$94.3K -877 -2%
VWM
192
Valley Wealth Managers
New Jersey
$3.89M -$101K -935 -3%
PWM
193
Peterson Wealth Management
Nevada
$3.87M +$3.87M +36,076 New
IP
194
Investment Partners
Ohio
$3.87M +$570K +5,302 +17%
PFO
195
Pathstone Family Office
New Jersey
$3.76M – – –
PD
196
Planning Directions
Pennsylvania
$3.7M -$11.4K -106 -0.3%
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$3.68M – – –
FFN
198
Focus Financial Network
Minnesota
$3.67M +$97.8K +909 +3%
BWM
199
Baystate Wealth Management
Massachusetts
$3.63M +$108K +1,000 +3%
SFWC
200
Strategic Family Wealth Counselors
New Jersey
$3.63M -$111K -1,030 -3%
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