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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 %
Allianz Asset Management
351
Allianz Asset Management
Germany
$877K +$493K +4,960 +129%
TAM
352
Tocqueville Asset Management
New York
$874K -$29.8K -300 -3%
RMCM
353
Reynders McVeigh Capital Management
Massachusetts
$874K – – –
SS
354
Sunbelt Securities
Texas
$871K +$15.8K +159 +2%
MA
355
MUFG Americas
New York
$870K +$253K +2,541 +41%
NL
356
NVWM LLC
Pennsylvania
$863K -$59.7K -600 -6%
EIP
357
Ellis Investment Partners
Pennsylvania
$857K +$701 +7 +0.1%
CFD
358
Creative Financial Designs
Indiana
$855K -$13.7K -138 -2%
RG
359
Rikoon Group
New Mexico
$849K -$3.28K -33 -0.4%
AG
360
Aperio Group
California
$836K +$836K +8,411 New
BHWM
361
Bar Harbor Wealth Management
New Hampshire
$829K – – –
AA
362
Ancora Advisors
Ohio
$827K +$2.98K +30 +0.4%
NWP
363
Northstar Wealth Partners
Connecticut
$825K – – –
PCMC
364
Private Capital Management (Colorado)
Colorado
$824K +$2.09K +21 +0.3%
FPS
365
Fieldpoint Private Securities
Connecticut
$819K – – –
Simplex Trading
366
Simplex Trading
Illinois
$813K +$813K +8,180 New
FWP
367
FAS Wealth Partners
Kansas
$807K -$8.25K -83 -1%
SIC
368
Shoker Investment Counsel
Ohio
$801K -$49.8K -501 -6%
FIM
369
Freedom Investment Management
Connecticut
$794K -$264K -2,656 -25%
MC
370
Mathes Company
New York
$790K -$99.4K -1,000 -11%
CB
371
Commerce Bank
Missouri
$778K +$79.6K +800 +11%
SFG
372
SevenBridge Financial Group
Pennsylvania
$776K -$14.3K -144 -2%
CFMC
373
Curbstone Financial Management Corp
New Hampshire
$775K -$19.9K -200 -3%
VC
374
Vicus Capital
Pennsylvania
$758K +$199 +2 +0%
SCA
375
Snowden Capital Advisors
New York
$745K +$110K +1,111 +17%
13 14
15
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