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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$24M
2
Morgan Stanley
Morgan Stanley
New York
$443M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$46.5M
4
SQA
Simon Quick Advisors
New Jersey
$29.8M
5
M&T Bank
M&T Bank
New York
$7.95M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$1.25M
2
3AM
3EDGE Asset Management
Florida
$11.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$183M
4
Bank of America
Bank of America
North Carolina
$551M
5
Ameriprise
Ameriprise
Minnesota
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$2.4M +$2.4M +30,000 New
CHA
202
Carmichael Hill & Associates
Maryland
$2.35M -$8.87K -111 -0.4%
IA
203
IFG Advisory
Georgia
$2.29M +$322K +4,028 +16%
RBC
204
Roble Belko & Company
Pennsylvania
$2.23M -$103K -1,290 -4%
MSWMA
205
Market Street Wealth Management Advisors
Indiana
$2.22M -$897K -11,229 -29%
BWM
206
Baystate Wealth Management
Massachusetts
$2.22M -$478K -5,988 -18%
ACI
207
Alpha Cubed Investments
California
$2.17M -$232K -2,901 -10%
CAAS
208
Capital Asset Advisory Services
Michigan
$2.17M +$185K +2,281 +9%
AMG
209
Asset Management Group
Connecticut
$2.12M -$208K -2,611 -9%
NNP
210
Nachman Norwood & Parrott
South Carolina
$2.12M +$127K +1,591 +6%
CCM
211
Canal Capital Management
Virginia
$2.1M +$549K +6,870 +35%
NP
212
NorthRock Partners
Minnesota
$2.1M -$329K -4,116 -14%
CA
213
Cetera Advisors
Colorado
$2.06M -$383K -5,007 -16%
HWA
214
Hillcrest Wealth Advisors
New Jersey
$2.04M -$136K -1,700 -6%
PP
215
PDS Planning
Ohio
$2.03M -$160K -2,003 -7%
DC
216
Davenport & Co
Virginia
$2M -$5.26M -65,869 -72%
CIC
217
Carnegie Investment Counsel
Ohio
$1.98M -$74.7K -935 -4%
LIA
218
LS Investment Advisors
Michigan
$1.98M -$2.36M -29,572 -54%
WF
219
Welch & Forbes
Massachusetts
$1.98M -$3.6K -45 -0.2%
EWA
220
EP Wealth Advisors
California
$1.96M -$106K -1,321 -5%
FTUS
221
Flow Traders U.S.
New York
$1.94M +$1.94M +24,248 New
SBWM
222
Sunflower Bank Wealth Management
Arizona
$1.94M -$97.4K -1,219 -5%
CWM
223
Cornerstone Wealth Management
Missouri
$1.9M -$5.03M -63,025 -73%
PA
224
Parallel Advisors
California
$1.87M -$530K -6,643 -22%
PWAC
225
Private Wealth Advisors (California)
California
$1.86M +$3.59K +45 +0.2%
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