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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 %
WIA
501
World Investment Advisors
California
$350K -$30.2K -303 -8%
ASC
502
Atalanta Sosnoff Capital
New York
$349K +$48.5K +481 +16%
TF
503
TimeScale Financial
Massachusetts
$346K -$83.1K -823 -19%
BDF
504
Balasa Dinverno & Foltz
$344K – – –
VNA
505
Valley National Advisers
Pennsylvania
$343K +$806 +8 +0.2%
KCM
506
Karp Capital Management
California
$341K – – –
CCT
507
Chemung Canal Trust
New York
$340K – – –
FANJ
508
Financial Architects (New Jersey)
New Jersey
$339K -$10K -99 -3%
PWLP
509
Prio Wealth Limited Partnership
Massachusetts
$333K – – –
PWP
510
Principle Wealth Partners
Connecticut
$333K – – –
ST
511
Smithfield Trust
Pennsylvania
$332K -$3.94K -39 -1%
FF
512
Friedenthal Financial
New Jersey
$328K – – –
ECM
513
Evergreen Capital Management
Washington
$327K +$10.1K +100 +3%
SHWM
514
Smith & Howard Wealth Management
Georgia
$323K -$149K -1,480 -32%
HTC
515
Haverford Trust Company
Pennsylvania
$323K – – –
ACM
516
Allred Capital Management
Texas
$323K +$405 +4 +0.1%
NAM
517
NTV Asset Management
West Virginia
$323K +$323K +3,200 New
H
518
HoyleCohen
California
$319K – – –
KF
519
Krilogy Financial
Missouri
$316K -$15K -149 -5%
Truist Financial
520
Truist Financial
North Carolina
$315K +$71K +703 +29%
MAA
521
Matrix Asset Advisors
New York
$314K +$101 +1 +0%
RCG
522
Ruggie Capital Group
Florida
$313K -$3.55M -34,703 -92%
PWM
523
Perigon Wealth Management
California
$311K +$9.69K +96 +3%
TF
524
Trek Financial
Arizona
$310K – – –
S
525
SignatureFD
Georgia
$308K +$202 +2 +0.1%
19 20
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