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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 %
CCM
451
Canal Capital Management
Virginia
$458K -$67.3K -667 -13%
CSIC
452
Clifford Swan Investment Counsel
California
$449K – – –
EFS
453
Essex Financial Services
Connecticut
$448K -$1.58M -1,570 -78%
EVM
454
Eaton Vance Management
Massachusetts
$447K +$30.3K +300 +7%
FCA
455
FLC Capital Advisors
California
$443K – – –
MWM
456
Mission Wealth Management
California
$433K +$55.7K +552 +15%
B
457
Bailard
California
$430K – – –
PAS
458
Park Avenue Securities
New York
$430K +$7.76K +77 +2%
CFA
459
Carroll Financial Associates
North Carolina
$424K +$20.2K +200 +5%
EWM
460
Empirical Wealth Management
Washington
$423K -$21K -208 -5%
CCP
461
Corient Capital Partners
California
$413K -$16.2K -160 -4%
CAM
462
Covenant Asset Management
New Jersey
$411K -$66.7K -661 -14%
TCPWM
463
Traverso Chambers Private Wealth Management
California
$407K – – –
GI
464
GAMCO Investors
Connecticut
$407K +$407K +4,035 New
OWD
465
Osborn Williams & Donohoe
Ohio
$406K -$23.5K -233 -5%
BWM
466
Brickley Wealth Management
California
$404K – – –
TH
467
TCTC Holdings
Texas
$404K +$404K +4,000 New
EWA
468
Exencial Wealth Advisors
Oklahoma
$399K -$1.61K -16 -0.4%
ADL
469
Asset Dedication LLC
California
$395K -$30.2K -300 -7%
LWA
470
Lenox Wealth Advisors
New York
$395K – – –
OAM
471
Oak Asset Management
California
$395K +$83K +825 +27%
SFG
472
SNS Financial Group
Minnesota
$393K -$31.6K -313 -7%
VSWA
473
Vontobel Swiss Wealth Advisors
Switzerland
$389K -$244K -2,419 -39%
SFA
474
Sequoia Financial Advisors
Ohio
$387K -$557K -5,523 -59%
GRP
475
Global Retirement Partners
California
$387K +$168K +1,661 +76%
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