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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 %
GEA
326
Glen Eagle Advisors
New Jersey
$1.04M -$19.9K -197 -2%
WWM
327
Western Wealth Management
Colorado
$1.04M -$150K -1,490 -13%
ASN
328
Advisory Services Network
Georgia
$1.04M +$49.7K +492 +5%
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$1.03M – – –
DCM
330
Donaldson Capital Management
Indiana
$1.02M -$29.7K -295 -3%
RWP
331
RWA Wealth Partners
Massachusetts
$1.02M -$26.1K -259 -3%
NFG
332
Next Financial Group
Texas
$1.01M +$859K +8,516 +556%
SFSIG
333
San Francisco Sentry Investment Group
California
$1.01M +$10.1K +100 +1%
CAM
334
Concorde Asset Management
Michigan
$985K +$408K +3,970 +71%
NWP
335
Northstar Wealth Partners
Connecticut
$968K +$131K +1,300 +16%
AWA
336
Acorn Wealth Advisors
Michigan
$965K -$29.7K -298 -3%
AIM
337
Aspen Investment Management
Michigan
$965K +$557K +5,524 +137%
BHTS
338
Bar Harbor Trust Services
Maine
$963K -$37.8K -375 -4%
BFA
339
Beaumont Financial Advisors
Massachusetts
$963K -$404 -4 -0%
PIM
340
Penobscot Investment Management
Massachusetts
$960K -$50.9K -505 -5%
OAM
341
Oppenheimer Asset Management
New York
$949K -$598K -5,923 -39%
SBH
342
Segall Bryant & Hamill
Illinois
$949K -$66.1K -654 -7%
AC
343
Addison Capital
Pennsylvania
$948K +$11.5K +114 +1%
SA
344
SRH Advisors
Kansas
$935K – – –
AWM
345
AE Wealth Management
Kansas
$931K +$422K +4,179 +83%
JIR
346
James Investment Research
Ohio
$930K +$930K +9,215 New
SS
347
Sunbelt Securities
Texas
$903K +$19.7K +195 +2%
RMCM
348
Reynders McVeigh Capital Management
Massachusetts
$887K – – –
SCA
349
Snowden Capital Advisors
New York
$887K +$131K +1,295 +17%
RG
350
Rikoon Group
New Mexico
$886K +$23.9K +237 +3%
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