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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 %
OAM
526
Oak Asset Management
California
$308K – – –
GIA
527
Gladstone Institutional Advisory
Florida
$306K +$398 +4 +0.1%
TF
528
Trek Financial
Arizona
$305K – – –
S
529
SignatureFD
Georgia
$303K +$298 +3 +0.1%
SI
530
Stephens Inc
Arkansas
$300K -$224K -2,254 -43%
PWM
531
Perigon Wealth Management
California
$300K -$1.51K -15 -0.5%
BPC
532
Banque Pictet & Cie
Switzerland
$298K – – –
PNAA
533
Pictet North America Advisors
Switzerland
$298K – – –
WCG
534
Wall Capital Group
Arizona
$298K – – –
HSA
535
HBK Sorce Advisory
Pennsylvania
$297K -$22.9K -231 -7%
BCP
536
Blue Chip Partners
Michigan
$297K – – –
ASC
537
Atalanta Sosnoff Capital
New York
$296K +$296K +2,978 New
MCP
538
Martin Capital Partners
Oregon
$294K -$184K -1,849 -38%
SG
539
StoneX Group
New York
$290K -$15.1K -152 -5%
BHB
540
Bank Hapoalim BM
Israel
$288K – – –
MA
541
Mutual Advisors
Nebraska
$288K +$288K +2,898 New
SAM
542
Summit Asset Management
Tennessee
$287K – – –
TWM
543
Tolleson Wealth Management
Texas
$287K – – –
CDH
544
Charles D. Hyman
$287K +$994 +10 +0.3%
PAS
545
Partnervest Advisory Services
California
$287K +$8.64K +87 +3%
I
546
IberiaBank
Louisiana
$285K -$4.28K -43 -1%
IFWM
547
Institute for Wealth Management
Colorado
$285K – – –
W
548
WealthOne
New York
$282K +$109K +1,101 +63%
SMG
549
Spectrum Management Group
Indiana
$281K +$162K +1,635 +137%
WS
550
Wedbush Securities
California
$281K +$281K +2,826 New
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