SDY icon

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 %
KA
401
Kovack Advisors
Florida
$632K -$26.5K -267 -4%
GLA
402
Good Life Advisors
Pennsylvania
$630K -$141K -1,417 -18%
DC
403
Derby & Company
Massachusetts
$628K – – –
BC
404
Burleson & Co
California
$628K +$407 +4 +0.1%
VSWA
405
Vontobel Swiss Wealth Advisors
Switzerland
$624K -$2.95M -29,666 -83%
PSUF
406
People's United Financial
Connecticut
$616K +$298 +3 +0%
PWW
407
Pettyjohn Wood & White
Virginia
$606K +$87.4K +879 +17%
IC
408
Intersect Capital
California
$603K +$267K +2,687 +79%
WEC
409
Winslow Evans & Crocker
Massachusetts
$600K -$6.18K -62 -1%
FNT
410
First National Trust
Pennsylvania
$600K +$17K +171 +3%
FCFC
411
First Commonwealth Financial Corp
Pennsylvania
$596K – – –
CAM
412
Cresset Asset Management
Illinois
$596K +$596K +5,992 New
RWM
413
Ritholtz Wealth Management
New York
$594K – – –
CAM
414
Crestone Asset Management
Colorado
$594K – – –
JWBC
415
J.W. Burns & Co
New York
$594K +$99 +1 +0%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$587K +$587K +5,905 New
LSAG
417
Lake Street Advisors Group
New Hampshire
$587K – – –
CA
418
Cambridge Advisors
Nebraska
$578K – – –
FSC
419
Full Sail Capital
Oklahoma
$577K +$245K +2,460 +74%
Toronto Dominion Bank
420
Toronto Dominion Bank
Ontario, Canada
$576K +$39.5K +398 +7%
IAA
421
Independent Advisor Alliance
North Carolina
$561K +$135K +1,358 +32%
AI
422
Atria Investments
North Carolina
$560K +$115K +1,156 +26%
CAM
423
Concorde Asset Management
Michigan
$557K +$203K +2,039 +57%
SMC
424
Smith, Moore & Co
Missouri
$555K -$51.4K -517 -8%
SSB
425
Sandy Spring Bank
Maryland
$554K -$61.8K -622 -10%
15 16
17
18 19