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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.

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
Osaic Holdings
1
Osaic Holdings
Arizona
$61.8M
2
Creative Planning
2
Creative Planning
Kansas
$24M
3
Morgan Stanley
3
Morgan Stanley
New York
$443M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$46.5M
5
SQA
5
Simon Quick Advisors
New Jersey
$29.8M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$1.25M
2
3AM
2
3EDGE Asset Management
Florida
$11.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$183M
4
Bank of America
4
Bank of America
North Carolina
$551M
5
Ameriprise
5
Ameriprise
Minnesota
$248M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$551M 6,901,430 -527,496 -7%
RJA
2
Raymond James & Associates
Florida
$450M 5,636,053 +52,700 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$443M 5,540,992 +167,872 +3%
Ameriprise
4
Ameriprise
Minnesota
$248M 3,082,857 -425,286 -12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$183M 2,285,771 -543,887 -19%
UBS Group
6
UBS Group
Switzerland
$177M 2,211,120 -177,411 -7%
Wells Fargo
7
Wells Fargo
California
$150M 1,875,592 -255,115 -12%
JIC
8
Joel Isaacson & Co
New York
$143M 1,785,183 -115,117 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$136M 1,697,211 +3,012 +0.2%
LPL Financial
10
LPL Financial
California
$135M 1,690,712 -41,308 -2%
Truist Financial
11
Truist Financial
North Carolina
$106M 1,323,739 -220,043 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$93.2M 1,167,160 -174,803 -13%
CIA
13
Capital Investment Advisors
Georgia
$83.5M 1,045,398 -58,070 -5%
Goldman Sachs
14
Goldman Sachs
New York
$79.5M 995,073 -57,090 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$73M 913,887 -194,541 -18%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$72.6M 908,938 +3,195 +0.4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$67.3M 854,726 +65,933 +8%
DWM
18
Destination Wealth Management
California
$63.5M 795,475 +25,332 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$61.8M 1,000,038 +1,000,038 New
V
20
Veritable
Delaware
$58.7M 734,666 -3,394 -0.5%
1SB
21
1ST Source Bank
Indiana
$51.9M 649,425 +11,132 +2%
MGIA
22
Moneta Group Investment Advisors
Missouri
$47.9M 600,275 -14,822 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.5M 581,849 +161,323 +38%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$46.2M 578,000 – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$44.2M 553,701 +92,712 +20%
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