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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 %
WF
476
WoodTrust Financial
Wisconsin
$386K +$18.2K +180 +5%
BCA
477
Bray Capital Advisors
Florida
$385K – – –
KWMG
478
King Wealth Management Group
Florida
$384K – – –
SC
479
Sepio Capital
Utah
$383K – – –
GIA
480
Gladstone Institutional Advisory
Florida
$383K +$73K +724 +24%
FC
481
Fulcrum Capital
Washington
$382K +$140K +1,386 +58%
WS
482
Wedbush Securities
California
$380K +$94.8K +940 +33%
F
483
F3Logic
Minnesota
$379K -$56.8K -562 -13%
IWC
484
Integrated Wealth Concepts
Massachusetts
$379K +$42.1K +804 +12%
HA
485
Harfst & Associates
Wyoming
$376K -$45.7K -453 -11%
CL
486
CPWM LLC
Washington
$373K +$1.41K +14 +0.4%
WWM
487
Windsor Wealth Management
Indiana
$371K – – –
RWA
488
River Wealth Advisors
Pennsylvania
$371K +$371K +3,675 New
ACG
489
Allen Capital Group
Nebraska
$370K – – –
CIAS
490
Capital Investment Advisory Services
North Carolina
$368K +$9.77K +97 +3%
WCM
491
WealthBridge Capital Management
Ohio
$367K -$42.1K -470 -10%
Cerity Partners
492
Cerity Partners
New York
$366K +$50.7K +503 +16%
CCM
493
Coldstream Capital Management
Washington
$365K -$46.7K -462 -11%
SG
494
StoneX Group
New York
$363K +$69K +684 +23%
I
495
IberiaBank
Louisiana
$360K +$71.1K +705 +25%
BW
496
Bison Wealth
Georgia
$356K +$115K +1,140 +48%
OIA
497
Optimum Investment Advisors
Illinois
$354K +$1.52K +15 +0.4%
BCP
498
Berkeley Capital Partners
Georgia
$354K +$7.17K +71 +2%
SDWIA
499
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K – – –
GM
500
GeoWealth Management
Illinois
$353K +$353K +3,500 New
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