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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

757 hedge funds and large institutions have $7.03B invested in SPDR S&P Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 264 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+28
Holders Change %
+3.84%
% of All Funds
16.41%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.39%
New
77
Increased
264
Reduced
255
Closed
41
Calls
$9.66M
Puts
$6.78M
Net Calls
+$2.88M
Net Calls Change
-$2.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$56.2M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$31.4M
3
CM
Churchill Management
California
+$27.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.5M
5
RJA
Raymond James & Associates
Florida
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$85.4M
2
VWM
Venturi Wealth Management
Texas
-$49.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$44.3M
4
SB
Suntrust Banks
Georgia
-$34.5M
5
HNB
Huntington National Bank
Ohio
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
251
Prospera Financial Services
Texas
$1.72M +$250K +2,480 +17%
TCM
252
Tufton Capital Management
Maryland
$1.7M +$146K +1,470 +9%
IWA
253
Intercontinental Wealth Advisors
Texas
$1.69M -$73K -734 -4%
MHS
254
M Holdings Securities
Oregon
$1.68M +$161K +1,616 +11%
SEIA
255
Signature Estate & Investment Advisors
California
$1.68M +$86.8K +873 +5%
MWA
256
Meridian Wealth Advisors
Texas
$1.63M -$574K -5,778 -26%
PIMG
257
Patriot Investment Management Group
Tennessee
$1.62M +$1.62M +16,331 New
ATC
258
Argent Trust Co
Tennessee
$1.61M – – –
Neuberger Berman Group
259
Neuberger Berman Group
New York
$1.61M -$109K -1,100 -6%
PWM
260
PRW Wealth Management
Massachusetts
$1.59M -$110K -1,100 -6%
PVH
261
Psagot Value Holdings
Israel
$1.58M – – –
BJL
262
Brighton Jones LLC
Washington
$1.57M -$49.3K -496 -3%
PMFA
263
Plante Moran Financial Advisors
Michigan
$1.57M +$42.8K +430 +3%
LWAC
264
Laurel Wealth Advisors (California)
California
$1.54M -$10K -101 -0.6%
CCG
265
Cypress Capital Group
Florida
$1.54M -$268K -2,692 -15%
Geode Capital Management
266
Geode Capital Management
Massachusetts
$1.54M -$2.95M – –
SMG
267
Smart Money Group
Texas
$1.53M +$41.4K +417 +3%
OAM
268
Oppenheimer Asset Management
New York
$1.52M +$649K +6,522 +74%
SMFS
269
Squar Milner Financial Services
California
$1.52M -$197K -1,985 -11%
TFCP
270
Twin Focus Capital Partners
Massachusetts
$1.52M +$39.8K +400 +3%
TSS
271
Two Sigma Securities
New York
$1.5M +$1.11M +11,172 +285%
MPM
272
Meritage Portfolio Management
Kansas
$1.49M -$1.76M -17,750 -54%
IC
273
InterOcean Capital
Illinois
$1.48M +$19.3K +194 +1%
BPA
274
Beacon Pointe Advisors
California
$1.45M +$106K +1,064 +8%
PAM
275
Palisade Asset Management
Minnesota
$1.45M -$89.9K -904 -6%
9 10
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