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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 %
BP
576
Broadleaf Partners
Ohio
$237K – – –
MMA
577
Miracle Mile Advisors
California
$237K +$12.4K +125 +6%
BW
578
Bison Wealth
Georgia
$237K +$237K +2,387 New
CFB
579
Cullen/Frost Bankers
Texas
$236K +$236K +2,373 New
CFG
580
Citizens Financial Group
Rhode Island
$236K +$236K +2,378 New
HCM
581
Howland Capital Management
Massachusetts
$235K – – –
CB
582
Cadence Bank
Mississippi
$234K – – –
MHIM
583
MacNealy Hoover Investment Management
Ohio
$234K – – –
AWS
584
AJ Wealth Strategies
New York
$233K -$239K -2,408 -51%
GW
585
GW & Wade
Massachusetts
$233K +$233K +2,343 New
RPC
586
Rossmore Private Capital
Connecticut
$232K -$36.3K -365 -14%
WSTAM
587
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
BMM
588
Buffington Mohr McNeal
Idaho
$231K -$29.8K -300 -11%
RE
589
RBC Europe
United Kingdom
$226K – – –
HFA
590
Huber Financial Advisors
Illinois
$225K -$96.4K -971 -30%
CAG
591
Crestwood Advisors Group
Massachusetts
$225K -$10.9K -110 -5%
MWM
592
Merriman Wealth Management
Washington
$225K – – –
WPW
593
Waldron Private Wealth
Pennsylvania
$223K – – –
NIA
594
Northstar Investment Advisors
Colorado
$222K -$223K -2,245 -50%
QCG
595
Quadrant Capital Group
Ohio
$221K -$4.92K -50 -2%
SIA
596
SeaBridge Investment Advisors
New Jersey
$220K – – –
BFIM
597
Beese Fulmer Investment Management
Ohio
$218K +$218K +2,188 New
BFC
598
Bedel Financial Consulting
Indiana
$216K +$397 +4 +0.2%
GRP
599
Global Retirement Partners
California
$216K +$64.1K +645 +42%
BWA
600
Burt Wealth Advisors
Maryland
$215K +$60.8K +613 +39%
22 23
24
25 26