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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 %
HCM
451
Hengehold Capital Management
Ohio
$456K -$28.2K -284 -6%
WCM
452
WealthBridge Capital Management
Ohio
$454K +$46.7K +470 +11%
KPAG
453
KLS Professional Advisors Group
New York
$453K – – –
HC
454
Hourglass Capital
Texas
$452K – – –
VWA
455
V Wealth Advisors
Kansas
$444K +$19K +187 +4%
CSIC
456
Clifford Swan Investment Counsel
California
$442K – – –
AWA
457
Arete Wealth Advisors
Illinois
$440K -$31.8K -320 -7%
Verition Fund Management
458
Verition Fund Management
Connecticut
$439K +$439K +4,414 New
CCFCSB
459
Cape Cod Five Cents Savings Bank
Massachusetts
$437K – – –
EWM
460
Empirical Wealth Management
Washington
$437K +$8.25K +83 +2%
FCA
461
FLC Capital Advisors
California
$433K – – –
SBSB
462
Sullivan, Bruyette, Speros & Blaney
Virginia
$431K – – –
OWD
463
Osborn Williams & Donohoe
Ohio
$429K -$10.9K -108 -2%
F
464
F3Logic
Minnesota
$428K +$1.19K +12 +0.3%
B
465
Bailard
California
$424K -$6.47K -65 -2%
CCP
466
Corient Capital Partners
California
$422K -$2.34M -23,530 -85%
TF
467
TimeScale Financial
Massachusetts
$422K -$30.5K -307 -7%
ADL
468
Asset Dedication LLC
California
$421K – – –
PAS
469
Park Avenue Securities
New York
$420K +$420K +4,190 New
SFG
470
SNS Financial Group
Minnesota
$418K – – –
HA
471
Harfst & Associates
Wyoming
$415K – – –
EVM
472
Eaton Vance Management
Massachusetts
$410K – – –
CCM
473
Coldstream Capital Management
Washington
$405K – – –
MFBTD
474
MB Financial Bank - Trust Department
Illinois
$404K -$201K -2,025 -33%
AIM
475
Aspen Investment Management
Michigan
$402K +$149K +1,500 +59%
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