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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.

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
TPCW
5
TD Private Client Wealth
New York
$34.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.1M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$28.3M
3
IIC
3
Integrated Investment Consultants
Michigan
$306K
4
M&T Bank
4
M&T Bank
New York
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$799M 7,428,926 +97,638 +1%
RJA
2
Raymond James & Associates
Florida
$601M 5,583,353 +1,017,653 +22%
Morgan Stanley
3
Morgan Stanley
New York
$578M 5,373,120 +85,357 +2%
Ameriprise
4
Ameriprise
Minnesota
$377M 3,508,143 +46,221 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$304M 2,829,658 +87,453 +3%
UBS Group
6
UBS Group
Switzerland
$257M 2,388,531 -21,923 -0.9%
Wells Fargo
7
Wells Fargo
California
$229M 2,130,707 +44,448 +2%
JIC
8
Joel Isaacson & Co
New York
$204M 1,900,300 +27,053 +1%
LPL Financial
9
LPL Financial
California
$186M 1,732,020 +74,776 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$182M 1,694,199 +46,527 +3%
Truist Financial
11
Truist Financial
North Carolina
$166M 1,543,782 +1,540,666 +49,444%
3AM
12
3EDGE Asset Management
Florida
$155M 1,444,135 +1,444,135 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$144M 1,341,963 +52,486 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$119M 1,108,428 +73,670 +7%
CIA
15
Capital Investment Advisors
Georgia
$119M 1,103,468 -33,348 -3%
Goldman Sachs
16
Goldman Sachs
New York
$113M 1,052,163 +54,772 +5%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$97.4M 905,743 +94,186 +12%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$84.9M 788,793 -4,920 -0.6%
DWM
19
Destination Wealth Management
California
$82.8M 770,143 +2,358 +0.3%
V
20
Veritable
Delaware
$79.4M 738,060 +2,878 +0.4%
MML Investors Services
21
MML Investors Services
Massachusetts
$69.8M 649,184 +12,134 +2%
1SB
22
1ST Source Bank
Indiana
$68.7M 638,293 +14,243 +2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$66.2M 615,097 +22,612 +4%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$62.2M 578,000 +578,000 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$49.6M 460,989 +47,821 +12%
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