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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 %
GIM
326
Goelzer Investment Management
Indiana
$1.05M +$1.05M +10,561 New
GEA
327
Glen Eagle Advisors
New Jersey
$1.05M +$8.15K +82 +0.8%
DCM
328
Donaldson Capital Management
Indiana
$1.04M +$29.8K +300 +3%
RWP
329
RWA Wealth Partners
Massachusetts
$1.03M +$15.7K +158 +2%
IP
330
Isthmus Partners
Wisconsin
$1.03M +$1.03M +89,925 New
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$1.02M -$70.2K -706 -6%
AWA
332
Acorn Wealth Advisors
Michigan
$1.01M -$15K -148 -1%
SBH
333
Segall Bryant & Hamill
Illinois
$1M – – –
PIM
334
Penobscot Investment Management
Massachusetts
$996K -$60.1K -605 -6%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$996K +$996K +10,016 New
BHTS
336
Bar Harbor Trust Services
Maine
$986K -$175K -1,764 -15%
FTS
337
Fifth Third Securities
Ohio
$984K +$984K +9,977 New
SFSIG
338
San Francisco Sentry Investment Group
California
$983K +$10.4K +105 +1%
ASN
339
Advisory Services Network
Georgia
$977K +$270K +2,718 +38%
PTC
340
Private Trust Company
Ohio
$958K +$72.6K +731 +8%
BFA
341
Beaumont Financial Advisors
Massachusetts
$949K -$18K -181 -2%
VF
342
Virtu Financial
New York
$948K +$948K +9,540 New
CBU
343
CIBC Bank USA
Illinois
$938K – – –
UR
344
USCA RIA
Texas
$935K – – –
SFA
345
Sequoia Financial Advisors
Ohio
$930K +$146K +1,472 +19%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$923K -$30.3K -305 -3%
AC
347
Addison Capital
Pennsylvania
$923K +$4.97K +50 +0.5%
SA
348
SRH Advisors
Kansas
$922K – – –
CS
349
Credit Suisse
Switzerland
$897K +$43.4K +437 +5%
DY
350
Dowling & Yahnke
California
$897K +$204K +2,052 +29%
12 13
14
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