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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 %
B
301
Barings
North Carolina
$1.26M – – –
RVPG
302
Relative Value Partners Group
$1.25M – – –
LP
303
LGL Partners
Pennsylvania
$1.24M +$403 +4 +0%
KL
304
KWMG LLC
Kansas
$1.24M -$27.9K -277 -2%
CBU
305
CIBC Bank USA
Illinois
$1.23M +$283K +2,800 +30%
WCG
306
Weaver Consulting Group
California
$1.23M -$8.57K -85 -0.7%
SCM
307
Smith Capital Management
Arkansas
$1.23M – – –
NFC
308
Northeast Financial Consultants
Connecticut
$1.22M +$803K +7,967 +192%
TSS
309
Two Sigma Securities
New York
$1.21M -$310K -3,071 -20%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$1.21M +$197K +1,949 +19%
VA
311
Valmark Advisers
Ohio
$1.2M -$61.8K -613 -5%
BRWA
312
B. Riley Wealth Advisors
Florida
$1.18M -$185K -1,832 -14%
TC
313
Telemus Capital
Michigan
$1.17M -$104K -1,065 -8%
PSP
314
Principal Street Partners
Tennessee
$1.16M +$1.16M +11,445 New
CL
315
Choreo LLC
Illinois
$1.15M +$4.54K +45 +0.4%
CAC
316
Certified Advisory Corp
Florida
$1.14M -$6.66K -66 -0.6%
CCA
317
Conservest Capital Advisors
Pennsylvania
$1.11M -$908 -9 -0.1%
BFG
318
Bouchey Financial Group
New York
$1.11M – – –
TSWM
319
Triangle Securities Wealth Management
North Carolina
$1.09M -$72.2K -709 -6%
MA
320
MUFG Americas
New York
$1.08M +$197K +1,949 +22%
Prudential Financial
321
Prudential Financial
New Jersey
$1.08M -$61.9K -613 -5%
OIA
322
OneDigital Investment Advisors
Kansas
$1.07M +$370K +3,669 +53%
LWS
323
Lucia Wealth Services
California
$1.06M -$39.8K -395 -4%
FTS
324
Fifth Third Securities
Ohio
$1.06M +$51.8K +514 +5%
GFPC
325
Global Financial Private Capital
Florida
$1.06M -$2.05M -20,355 -66%
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