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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 %
TCPWM
476
Traverso Chambers Private Wealth Management
California
$399K – – –
CFA
477
Carroll Financial Associates
North Carolina
$398K -$22.9K -230 -5%
BWM
478
Brickley Wealth Management
California
$398K – – –
UBS AM
479
UBS AM
Illinois
$397K -$282K -2,836 -42%
EWA
480
Exencial Wealth Advisors
Oklahoma
$395K +$199 +2 +0.1%
LWA
481
Lenox Wealth Advisors
New York
$389K – – –
CIA
482
Choate Investment Advisors
Massachusetts
$386K +$39.7K +400 +11%
FFBTD
483
First Financial Bank - Trust Division
Ohio
$385K – – –
BCA
484
Bray Capital Advisors
Florida
$379K – – –
WIA
485
World Investment Advisors
California
$379K +$29.8K +300 +9%
SC
486
Sepio Capital
Utah
$378K -$3.48K -35 -0.9%
KWMG
487
King Wealth Management Group
Florida
$378K – – –
TFS
488
Thoroughbred Financial Services
Tennessee
$376K +$376K +3,786 New
MWM
489
Mission Wealth Management
California
$372K – – –
CL
490
CPWM LLC
Washington
$366K +$1.19K +12 +0.3%
WWM
491
Windsor Wealth Management
Indiana
$365K – – –
RC
492
Rinet Company
Massachusetts
$364K +$364K +3,658 New
ACG
493
Allen Capital Group
Nebraska
$364K +$364K +3,666 New
WF
494
WoodTrust Financial
Wisconsin
$362K – – –
VAG
495
VisionPoint Advisory Group
Texas
$359K -$11.1K -112 -3%
HFS
496
HL Financial Services
Kentucky
$354K -$919K -9,255 -72%
CIAS
497
Capital Investment Advisory Services
North Carolina
$353K +$41.6K +419 +13%
IGGA
498
Iron Gate Global Advisors
Utah
$353K +$353K +3,546 New
SDWIA
499
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$348K – – –
OIA
500
Optimum Investment Advisors
Illinois
$347K +$1.29K +13 +0.4%
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