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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 %
FIG
426
FundX Investment Group
California
$542K -$11.5M -113,683 -95%
WEC
427
Winslow Evans & Crocker
Massachusetts
$538K -$70.8K -700 -12%
CWM
428
Calamos Wealth Management
Illinois
$530K – – –
ACP
429
Ashfield Capital Partners
California
$525K -$517K -5,200 Closed
NFG
430
Nadler Financial Group
Illinois
$517K – – –
AWE
431
Avidian Wealth Enterprises
Texas
$516K +$16.7K +166 +3%
CCFCSB
432
Cape Cod Five Cents Savings Bank
Massachusetts
$512K +$68.1K +675 +15%
AIM
433
Acropolis Investment Management
Missouri
$505K – – –
HFP
434
Holistic Financial Partners
Indiana
$504K -$39.1K -387 -7%
CAM
435
Crestone Asset Management
Colorado
$503K -$99.9K -991 -17%
AI
436
Atria Investments
North Carolina
$500K -$51.6K -527 -9%
GIA
437
Guyasuta Investment Advisors
Pennsylvania
$500K – – –
SBSB
438
Sullivan, Bruyette, Speros & Blaney
Virginia
$498K +$61.2K +607 +14%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$494K – – –
FAG
440
Financial Advisory Group
Texas
$486K -$28.9K -285 -6%
AWA
441
Arete Wealth Advisors
Illinois
$486K +$39K +386 +9%
UBS AM
442
UBS AM
Illinois
$481K +$78K +773 +19%
IIC
443
Integrated Investment Consultants
Michigan
$475K +$475K +191,223 New
SAM
444
Sawgrass Asset Management
Florida
$472K – – –
UWPG
445
Ullmann Wealth Partners Group
Florida
$471K – – –
HC
446
Hourglass Capital
Texas
$471K +$12.1K +120 +3%
SC
447
Savant Capital
Illinois
$469K – – –
SAM
448
Sequent Asset Management
Texas
$467K – – –
HCM
449
Hengehold Capital Management
Ohio
$463K – – –
KPAG
450
KLS Professional Advisors Group
New York
$460K – – –
16 17
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