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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 %
AIC
376
Ameritas Investment Company
Nebraska
$757K -$5.99M -59,373 -89%
CFMC
377
Curbstone Financial Management Corp
New Hampshire
$757K -$30.3K -300 -4%
LIM
378
Loudon Investment Management
New Hampshire
$738K – – –
Millennium Management
379
Millennium Management
New York
$736K +$736K +7,292 New
BFO
380
Boston Family Office
Massachusetts
$735K – – –
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$734K – – –
TWA
382
TCI Wealth Advisors
Arizona
$733K -$9.79K -97 -1%
HWA
383
HHM Wealth Advisors
Tennessee
$732K – – –
MMPW
384
Mitchell McLeod Pugh & Williams
Alabama
$728K -$2.22K -22 -0.3%
PA
385
Pinnacle Associates
New York
$726K +$101 +1 +0%
UBG
386
United Bank (Georgia)
Georgia
$725K +$44K +436 +6%
PAM
387
Peak Asset Management
Colorado
$715K +$56.1K +556 +9%
PWW
388
Pettyjohn Wood & White
Virginia
$696K +$80.8K +800 +13%
DT
389
Diversified Trust
Tennessee
$689K – – –
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$687K +$140K +1,393 +26%
SFS
391
Summit Financial Strategies
Ohio
$687K +$687K +6,808 New
AP
392
Appleton Partners
Massachusetts
$680K +$5.45K +54 +0.8%
IC
393
Intersect Capital
California
$680K +$67.7K +671 +11%
EWM
394
Evercore Wealth Management
New York
$680K +$188K +1,869 +38%
RIA
395
Realta Investment Advisors
Delaware
$678K +$480K +4,753 +243%
FPFS
396
First Personal Financial Services
North Carolina
$676K – – –
SIC
397
Shoker Investment Counsel
Ohio
$675K -$138K -1,373 -17%
GLA
398
Good Life Advisors
Pennsylvania
$670K +$26.9K +266 +4%
FMBTD
399
First Midwest Bank Trust Division
Illinois
$666K -$57.5K -570 -8%
DC
400
Derby & Company
Massachusetts
$663K +$25.4K +252 +4%
14 15
16
17 18