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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 %
PP
551
Patten & Patten
Tennessee
$272K +$2.49K +25 +0.9%
GC
552
Grimes & Company
Massachusetts
$270K -$9.55K -96 -3%
BP
553
BBR Partners
New York
$268K -$51.7K -521 -16%
HCM
554
Hall Capital Management
Rhode Island
$268K – – –
JCM
555
Janney Capital Management
Pennsylvania
$266K -$10.3M -103,695 -97%
WMG
556
WESCAP Management Group
California
$264K – – –
B
557
Bridgeworth
Alabama
$262K -$7.35K -74 -3%
TCM
558
Tradewinds Capital Management
Washington
$262K – – –
IFAM
559
Institutional & Family Asset Management
Colorado
$262K +$398 +4 +0.2%
GTAM
560
Global Trust Asset Management
Florida
$260K – – –
TFGT
561
TS Financial Group (TSFG)
Illinois
$260K +$260K +2,620 New
BONST
562
Bank of Nova Scotia Trust
Ontario, Canada
$255K +$3.98K +40 +2%
SCA
563
Stonebridge Capital Advisors
Minnesota
$253K -$34.2K -344 -12%
CAN
564
Claraphi Advisory Network
United States
$252K +$994 +10 +0.4%
HWM
565
Highwater Wealth Management
Colorado
$251K -$15.4K -155 -6%
WP
566
WealthSource Partners
California
$246K -$38.7K -390 -14%
EIA
567
Eldridge Investment Advisors
New Hampshire
$244K – – –
MA
568
MCF Advisors
Kentucky
$243K – – –
PCG
569
Private Capital Group
Connecticut
$242K -$233K -2,342 -49%
PFO
570
Pathstone Family Office
New Jersey
$242K +$242K +2,435 New
AF
571
Allworth Financial
California
$241K +$124K +1,251 +107%
Truist Financial
572
Truist Financial
North Carolina
$240K -$14.9K -150 -6%
BFA
573
Benedict Financial Advisors
Georgia
$240K -$2.49K -25 -1%
BRWM
574
B. Riley Wealth Management
Tennessee
$240K +$240K +2,411 New
FC
575
Fulcrum Capital
Washington
$239K -$19.9K -200 -8%
21 22
23
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