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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 %
DY
351
Dowling & Yahnke
California
$876K -$33.8K -335 -4%
TAM
352
Tocqueville Asset Management
New York
$876K -$11.1K -110 -1%
NL
353
NVWM LLC
Pennsylvania
$875K – – –
EIP
354
Ellis Investment Partners
Pennsylvania
$866K +$910 +9 +0.1%
PSF
355
Pacific Sun Financial
California
$852K +$852K +8,450 New
PTC
356
Private Trust Company
Ohio
$851K -$121K -1,200 -12%
AG
357
Aperio Group
California
$849K – – –
BHWM
358
Bar Harbor Wealth Management
New Hampshire
$842K – – –
AA
359
Ancora Advisors
Ohio
$836K -$2.32K -23 -0.3%
KA
360
Kovack Advisors
Florida
$835K +$193K +1,918 +30%
FPS
361
Fieldpoint Private Securities
Connecticut
$831K – – –
PCMC
362
Private Capital Management (Colorado)
Colorado
$828K -$7.67K -76 -0.9%
WP
363
WMS Partners
Maryland
$817K +$133K +1,313 +19%
LA
364
LexAurum Advisors
Kansas
$810K -$2.38M -23,621 -75%
FWP
365
FAS Wealth Partners
Kansas
$809K -$9.58K -95 -1%
MC
366
Mathes Company
New York
$802K – – –
MC
367
Moors & Cabot
Massachusetts
$795K +$97.8K +973 +14%
CB
368
Commerce Bank
Missouri
$789K – – –
SFG
369
SevenBridge Financial Group
Pennsylvania
$783K -$4.85K -48 -0.6%
Geode Capital Management
370
Geode Capital Management
Massachusetts
$781K -$1.54M – –
FA
371
Fortis Advisors
Pennsylvania
$775K +$32.2K +319 +4%
CFD
372
Creative Financial Designs
Indiana
$768K -$108K -1,061 -12%
VC
373
Vicus Capital
Pennsylvania
$766K -$3.03K -30 -0.4%
PSUF
374
People's United Financial
Connecticut
$762K +$137K +1,361 +22%
TA
375
TFG Advisers
Michigan
$761K +$102K +1,016 +16%
13 14
15
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