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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

740 hedge funds and large institutions have $7.06B invested in SPDR S&P Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 291 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
-17
Holders Change %
-2.25%
% of All Funds
16.1%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
1.28%
New
41
Increased
291
Reduced
235
Closed
48
Calls
$7.92M
Puts
$4.59M
Net Calls
+$3.33M
Net Calls Change
+$451K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.5M
2
Bank of America
Bank of America
North Carolina
+$22M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$11.5M
4
LPL Financial
LPL Financial
California
+$11.5M
5
RJA
Raymond James & Associates
Florida
+$11.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$81.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$39.5M
3
HNB
Huntington National Bank
Ohio
-$30.6M
4
SAS
Sage Advisory Services
Texas
-$24.6M
5
BAM
Belpointe Asset Management
Nevada
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Johnson Investment Counsel
Ohio
$1.62M -$126K -1,250 -7%
PVH
252
Psagot Value Holdings
Israel
$1.61M – – –
PWM
253
PRW Wealth Management
Massachusetts
$1.61M -$10.1K -100 -0.6%
BJL
254
Brighton Jones LLC
Washington
$1.59M +$1.01K +10 +0.1%
CCG
255
Cypress Capital Group
Florida
$1.59M +$25.2K +250 +2%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M +$124K +1,226 +8%
IWA
257
Intercontinental Wealth Advisors
Texas
$1.57M -$148K -1,466 -9%
SEIA
258
Signature Estate & Investment Advisors
California
$1.57M -$127K -1,264 -8%
SMG
259
Smart Money Group
Texas
$1.56M +$3.33K +33 +0.2%
SMFS
260
Squar Milner Financial Services
California
$1.55M +$5.05K +50 +0.3%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$1.55M +$109K +1,077 +8%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$1.52M +$179K +1,770 +13%
KWM
263
Kingsview Wealth Management
Oregon
$1.51M -$585K -5,798 -28%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$1.51M +$96.4K +956 +7%
AFP
265
Ausdal Financial Partners
Iowa
$1.5M +$760K +7,380 +102%
BAC
266
Boys Arnold & Co
North Carolina
$1.5M +$50.4K +500 +3%
IC
267
InterOcean Capital
Illinois
$1.49M -$15.1K -150 -1%
BO
268
Bank OZK
Arkansas
$1.47M +$67.6K +670 +5%
AW
269
ACG Wealth
Georgia
$1.47M +$79.3K +786 +6%
PAM
270
Palisade Asset Management
Minnesota
$1.47M – – –
PMFA
271
Plante Moran Financial Advisors
Michigan
$1.45M -$139K -1,374 -9%
BPA
272
Beacon Pointe Advisors
California
$1.44M -$31.4K -311 -2%
FWCM
273
Ferguson Wellman Capital Management
Oregon
$1.43M +$53.5K +530 +4%
OBWP
274
O'Brien Wealth Partners
Massachusetts
$1.42M -$45.2K -442 -3%
BAS
275
Brown Advisory Securities
Maryland
$1.41M +$63.7K +631 +5%
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