SDY icon

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 %
CCFM
526
Clear Creek Financial Management
Washington
$307K +$307K +3,052 New
SI
527
Stephens Inc
Arkansas
$306K +$1.91K +19 +0.6%
BCP
528
Blue Chip Partners
Michigan
$304K +$1.82K +18 +0.6%
BPC
529
Banque Pictet & Cie
Switzerland
$303K – – –
PNAA
530
Pictet North America Advisors
Switzerland
$303K – – –
HSA
531
HBK Sorce Advisory
Pennsylvania
$303K +$1.21K +12 +0.4%
PCIA
532
Prime Capital Investment Advisors
Kansas
$303K +$202K +2,001 +200%
CAM
533
Cresset Asset Management
Illinois
$302K -$302K -2,996 -50%
FA
534
Fagan Associates
New York
$302K -$39.2K -389 -11%
WCG
535
Wall Capital Group
Arizona
$302K – – –
GAG
536
GM Advisory Group
New York
$298K -$29.9K -296 -9%
IFWM
537
Institute for Wealth Management
Colorado
$297K +$7.96K +79 +3%
PAS
538
Partnervest Advisory Services
California
$293K +$1.11K +11 +0.4%
CDH
539
Charles D. Hyman
$292K +$1.11K +11 +0.4%
SAM
540
Summit Asset Management
Tennessee
$291K – – –
TWM
541
Tolleson Wealth Management
Texas
$291K – – –
FFBTD
542
First Financial Bank - Trust Division
Ohio
$290K -$101K -1,000 -26%
W
543
WealthOne
New York
$288K +$1.21K +12 +0.4%
APC
544
Aspire Private Capital
North Carolina
$287K +$124K +1,229 +76%
BHB
545
Bank Hapoalim BM
Israel
$286K -$6.36K -63 -2%
JCM
546
Janney Capital Management
Pennsylvania
$281K +$11.7K +116 +4%
PP
547
Palladium Partners
Virginia
$278K +$278K +2,756 New
TI
548
Truepoint Inc
Ohio
$277K -$70K -694 -20%
MRC
549
Millburn Ridgefield Corp
New York
$276K -$39.1K -387 -12%
PP
550
Patten & Patten
Tennessee
$276K – – –
20 21
22
23 24