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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 %
AF
301
Advisornet Financial
Minnesota
$1.27M -$28.9K -291 -2%
CAAS
302
Capital Asset Advisory Services
Michigan
$1.27M -$32.7K -329 -3%
AMCA
303
Arthur M. Cohen & Associates
Illinois
$1.26M -$26.1K -263 -2%
DADC
304
D.A. Davidson & Co
Montana
$1.25M -$3.14M -31,909 -72%
KL
305
KWMG LLC
Kansas
$1.25M -$278K -2,793 -18%
WPC
306
White Pine Capital
Minnesota
$1.25M -$35.5K -357 -3%
JFA
307
Johanson Financial Advisors
California
$1.25M -$55.8K -562 -4%
VA
308
Valmark Advisers
Ohio
$1.25M +$9.45K +95 +0.8%
B
309
Barings
North Carolina
$1.25M -$99.4K -1,000 -7%
FPGK
310
Financial Partners Group (Kansas)
Kansas
$1.24M +$314K +3,157 +34%
RVPG
311
Relative Value Partners Group
$1.23M – – –
WCG
312
Weaver Consulting Group
California
$1.23M +$1.23M +12,241 New
LP
313
LGL Partners
Pennsylvania
$1.23M +$398 +4 +0%
SCM
314
Smith Capital Management
Arkansas
$1.21M – – –
IA
315
IFP Advisors
Florida
$1.2M -$1.37M -13,756 -53%
CAL
316
Capital Analysts LLC
Pennsylvania
$1.2M +$66.9K +673 +6%
WWM
317
Western Wealth Management
Colorado
$1.18M +$89.7K +899 +8%
SS
318
Simplicity Solutions
Minnesota
$1.14M -$177K -1,779 -13%
CAC
319
Certified Advisory Corp
Florida
$1.13M +$22.7K +228 +2%
TSWM
320
Triangle Securities Wealth Management
North Carolina
$1.13M -$42.6K -429 -4%
CL
321
Choreo LLC
Illinois
$1.13M +$3.78K +38 +0.3%
Prudential Financial
322
Prudential Financial
New Jersey
$1.12M -$179K -1,806 -14%
CCA
323
Conservest Capital Advisors
Pennsylvania
$1.1M +$2.68K +27 +0.2%
BFG
324
Bouchey Financial Group
New York
$1.09M – – –
LWS
325
Lucia Wealth Services
California
$1.09M -$8.35K -84 -0.8%
11 12
13
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