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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.

Holders
782
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.93%
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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$594M 6,513,282 -388,148 -6%
RJA
2
Raymond James & Associates
Florida
$540M 5,925,440 +289,387 +5%
Morgan Stanley
3
Morgan Stanley
New York
$434M 4,762,215 -778,777 -14%
Ameriprise
4
Ameriprise
Minnesota
$227M 2,483,910 -598,947 -19%
UBS Group
5
UBS Group
Switzerland
$190M 2,081,795 -129,325 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$187M 2,055,390 -230,381 -10%
JIC
7
Joel Isaacson & Co
New York
$163M 1,786,801 +1,618 +0.1%
Wells Fargo
8
Wells Fargo
California
$163M 1,786,065 -89,527 -5%
LPL Financial
9
LPL Financial
California
$150M 1,646,566 -44,146 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$146M 1,605,801 -91,410 -5%
Truist Financial
11
Truist Financial
North Carolina
$112M 1,228,407 -95,332 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$101M 1,106,129 -61,031 -5%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$84M 920,793 +11,855 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$82.4M 903,511 -10,376 -1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$79.1M 867,651 +313,950 +57%
DWM
16
Destination Wealth Management
California
$75.3M 825,171 +29,696 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$72.8M 798,623 -201,415 -20%
1SB
18
1ST Source Bank
Indiana
$63.7M 698,261 +48,836 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$62.6M 686,177 +104,328 +18%
V
20
Veritable
Delaware
$62.3M 682,602 -52,064 -7%
CIA
21
Capital Investment Advisors
Georgia
$60.9M 667,393 -378,005 -36%
Goldman Sachs
22
Goldman Sachs
New York
$53.3M 584,819 -410,254 -41%
MML Investors Services
23
MML Investors Services
Massachusetts
$42.1M 461,980 -63,116 -12%
LW
24
Linscomb Wealth
Texas
$39.5M 432,822 +14,685 +4%
Creative Planning
25
Creative Planning
Kansas
$38.7M 424,182 +123,512 +41%
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