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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 %
SWM
426
SeaCrest Wealth Management
New York
$554K -$22.2K -223 -4%
BWM
427
BigSur Wealth Management
Florida
$547K – – –
GWS
428
Glassman Wealth Services
Virginia
$539K -$80.7K -811 -13%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$539K +$21.4K +215 +4%
HFP
430
Holistic Financial Partners
Indiana
$535K -$51.6K -519 -9%
CWM
431
Calamos Wealth Management
Illinois
$522K – – –
SGAM
432
Steinberg Global Asset Management
Florida
$520K -$95.4K -959 -16%
CCM
433
Canal Capital Management
Virginia
$517K -$32.1K -323 -6%
ACP
434
Ashfield Capital Partners
California
$517K – – –
AllianceBernstein
435
AllianceBernstein
Tennessee
$512K -$18.6K -187 -4%
NFG
436
Nadler Financial Group
Illinois
$509K +$29.3K +295 +6%
FAG
437
Financial Advisory Group
Texas
$505K – – –
AWM
438
AE Wealth Management
Kansas
$502K -$174K -1,746 -26%
AIM
439
Acropolis Investment Management
Missouri
$498K – – –
GIA
440
Guyasuta Investment Advisors
Pennsylvania
$493K – – –
AWE
441
Avidian Wealth Enterprises
Texas
$492K +$198K +1,991 +67%
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$487K +$23.9K +240 +5%
EWM
443
Evercore Wealth Management
New York
$485K +$25.5K +256 +6%
CAM
444
Covenant Asset Management
New Jersey
$471K +$79.7K +801 +20%
DI
445
DFPG Investments
Utah
$467K -$135K -1,339 -22%
SHWM
446
Smith & Howard Wealth Management
Georgia
$465K – – –
SAM
447
Sawgrass Asset Management
Florida
$465K – – –
UWPG
448
Ullmann Wealth Partners Group
Florida
$464K +$464K +4,670 New
SC
449
Savant Capital
Illinois
$462K -$89.2K -898 -16%
SAM
450
Sequent Asset Management
Texas
$460K – – –
16 17
18
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