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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 %
GC
551
Grimes & Company
Massachusetts
$274K – – –
CAN
552
Claraphi Advisory Network
United States
$274K +$18.1K +179 +7%
PAMG
553
Patton Albertson Miller Group
Tennessee
$273K +$273K +2,740 New
BP
554
BBR Partners
New York
$272K – – –
HCM
555
Hall Capital Management
Rhode Island
$272K – – –
WP
556
WealthSource Partners
California
$270K +$20.1K +199 +8%
WMG
557
WESCAP Management Group
California
$268K – – –
B
558
Bridgeworth
Alabama
$267K +$1.01K +10 +0.4%
VAG
559
VisionPoint Advisory Group
Texas
$266K -$98.5K -976 -27%
TCM
560
Tradewinds Capital Management
Washington
$266K – – –
IFAM
561
Institutional & Family Asset Management
Colorado
$266K +$403 +4 +0.2%
FIM
562
Frontier Investment Management
Texas
$265K -$85.9K -851 -24%
MCP
563
Martin Capital Partners
Oregon
$261K -$38.1K -377 -13%
BONST
564
Bank of Nova Scotia Trust
Ontario, Canada
$259K – – –
HWM
565
Highwater Wealth Management
Colorado
$254K – – –
BWA
566
Burt Wealth Advisors
Maryland
$253K +$34.4K +341 +16%
CIA
567
Choate Investment Advisors
Massachusetts
$252K -$140K -1,390 -36%
RMDI
568
R.M. Davis Inc
Maine
$252K +$252K +2,501 New
SWRP
569
Summit Wealth & Retirement Planning
California
$251K -$97.3K -965 -28%
EIA
570
Eldridge Investment Advisors
New Hampshire
$247K – – –
PFO
571
Pathstone Family Office
New Jersey
$246K – – –
MA
572
MCF Advisors
Kentucky
$246K – – –
GTAM
573
Global Trust Asset Management
Florida
$244K -$20.2K -200 -8%
TFGT
574
TS Financial Group (TSFG)
Illinois
$244K -$20.1K -199 -8%
BFA
575
Benedict Financial Advisors
Georgia
$244K +$907 +9 +0.4%
21 22
23
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