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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 %
FIM
501
Frontier Investment Management
Texas
$346K +$66.4K +667 +24%
FANJ
502
Financial Architects (New Jersey)
New Jersey
$344K -$18.3K -184 -5%
SGCA
503
Steel Grove Capital Advisors
Tennessee
$343K -$3.01M -30,253 -90%
SWRP
504
Summit Wealth & Retirement Planning
California
$343K – – –
TI
505
Truepoint Inc
Ohio
$342K – – –
BCP
506
Berkeley Capital Partners
Georgia
$342K +$896 +9 +0.3%
BDF
507
Balasa Dinverno & Foltz
$339K – – –
VNA
508
Valley National Advisers
Pennsylvania
$337K -$8.93K -90 -3%
FA
509
Fagan Associates
New York
$337K +$299 +3 +0.1%
KCM
510
Karp Capital Management
California
$336K +$232K +2,336 +223%
CCT
511
Chemung Canal Trust
New York
$335K – – –
ST
512
Smithfield Trust
Pennsylvania
$331K +$99.5K +1,000 +43%
PWLP
513
Prio Wealth Limited Partnership
Massachusetts
$328K +$16.9K +170 +5%
PWP
514
Principle Wealth Partners
Connecticut
$328K +$328K +3,301 New
KF
515
Krilogy Financial
Missouri
$326K +$14.8K +149 +5%
FF
516
Friedenthal Financial
New Jersey
$324K +$324K +3,255 New
GAG
517
GM Advisory Group
New York
$323K +$1.69K +17 +0.5%
HTC
518
Haverford Trust Company
Pennsylvania
$318K -$13.7K -138 -4%
ACM
519
Allred Capital Management
Texas
$318K +$55.4K +555 +21%
H
520
HoyleCohen
California
$314K +$314K +3,162 New
ECM
521
Evergreen Capital Management
Washington
$312K – – –
Cerity Partners
522
Cerity Partners
New York
$311K -$27K -271 -8%
VWM
523
Venturi Wealth Management
Texas
$310K -$49.7M -495,538 -99%
MRC
524
Millburn Ridgefield Corp
New York
$310K +$68.6K +690 +28%
MAA
525
Matrix Asset Advisors
New York
$309K +$199 +2 +0.1%
19 20
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