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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 %
FNT
401
First National Trust
Pennsylvania
$655K +$45.9K +455 +8%
AL
402
Aspiriant LLC
California
$654K -$30.3K -300 -4%
SWA
403
Stratos Wealth Advisors
Ohio
$647K -$11.8K -117 -2%
VWA
404
V Wealth Advisors
Kansas
$629K +$188K +1,865 +43%
CCM
405
Compton Capital Management
Rhode Island
$627K -$24.1K -239 -4%
UR
406
USCA RIA
Texas
$626K -$322K -3,194 -34%
FSC
407
Full Sail Capital
Oklahoma
$624K +$46.7K +470 +8%
BC
408
Burleson & Co
California
$619K +$401 +4 +0.1%
AIP
409
Almanack Investment Partners
Pennsylvania
$617K +$617K +6,112 New
RFC
410
Regions Financial Corp
Alabama
$614K -$129K -1,283 -17%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$613K +$17.1K +169 +3%
CA
412
Cambridge Advisors
Nebraska
$612K +$25.2K +250 +4%
MA
413
Mutual Advisors
Nebraska
$606K +$314K +3,111 +107%
FCFC
414
First Commonwealth Financial Corp
Pennsylvania
$605K – – –
RWM
415
Ritholtz Wealth Management
New York
$604K +$1.61K +16 +0.3%
JWBC
416
J.W. Burns & Co
New York
$603K – – –
LSAG
417
Lake Street Advisors Group
New Hampshire
$595K – – –
SMC
418
Smith, Moore & Co
Missouri
$591K +$27.7K +275 +5%
SWM
419
SeaCrest Wealth Management
New York
$564K +$1.82K +18 +0.3%
SMG
420
Spectrum Management Group
Indiana
$562K +$276K +2,738 +97%
BWM
421
BigSur Wealth Management
Florida
$557K – – –
SSB
422
Sandy Spring Bank
Maryland
$555K -$7.06K -70 -1%
FIM
423
Freedom Investment Management
Connecticut
$547K -$258K -2,559 -32%
GWS
424
Glassman Wealth Services
Virginia
$546K – – –
AllianceBernstein
425
AllianceBernstein
Tennessee
$544K +$24.5K +243 +5%
15 16
17
18 19