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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 %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$734K -$7.63M -62,391 -91%
RFC
377
Regions Financial Corp
Alabama
$733K -$93.6K -942 -11%
TWA
378
TCI Wealth Advisors
Arizona
$732K -$1.49K -15 -0.2%
FA
379
Fortis Advisors
Pennsylvania
$732K +$732K +7,364 New
LIM
380
Loudon Investment Management
New Hampshire
$727K – – –
BFO
381
Boston Family Office
Massachusetts
$724K – – –
HWA
382
HHM Wealth Advisors
Tennessee
$721K +$36.1K +363 +5%
MMPW
383
Mitchell McLeod Pugh & Williams
Alabama
$720K – – –
PA
384
Pinnacle Associates
New York
$716K +$199 +2 +0%
AFP
385
Ausdal Financial Partners
Iowa
$716K +$291K +2,930 +69%
FMBTD
386
First Midwest Bank Trust Division
Illinois
$713K – – –
MC
387
Moors & Cabot
Massachusetts
$691K +$116K +1,166 +20%
OIA
388
OneDigital Investment Advisors
Kansas
$685K -$13K -131 -2%
DT
389
Diversified Trust
Tennessee
$679K -$43.8K -440 -6%
AL
390
Aspiriant LLC
California
$674K -$18.7K -188 -3%
WP
391
WMS Partners
Maryland
$674K +$228K +2,295 +51%
UBG
392
United Bank (Georgia)
Georgia
$671K -$1.49K -15 -0.2%
FPFS
393
First Personal Financial Services
North Carolina
$666K – – –
AP
394
Appleton Partners
Massachusetts
$665K -$10.9K -110 -2%
SWA
395
Stratos Wealth Advisors
Ohio
$649K -$33.7K -339 -5%
PAM
396
Peak Asset Management
Colorado
$649K +$52.2K +525 +9%
TA
397
TFG Advisers
Michigan
$649K +$59.6K +600 +10%
CCM
398
Compton Capital Management
Rhode Island
$642K -$29.8K -300 -4%
IWC
399
Integrated Wealth Concepts
Massachusetts
$640K +$317K +3,186 +98%
CDIA
400
Capital Directions Investment Advisors
Georgia
$635K +$99 +1 +0%
14 15
16
17 18