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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 %
TC
601
TownSquare Capital
Utah
$214K +$214K +2,148 New
NFC
602
Northeast Financial Consultants
Connecticut
$213K -$403K -7,843 -65%
SWM
603
Segment Wealth Management
Texas
$213K +$213K +2,146 New
RPG
604
Resource Planning Group
Georgia
$212K +$212K +2,131 New
BOS
605
Bingham Osborn & Scarborough
California
$210K +$210K +2,116 New
FFA
606
First Foundation Advisors
California
$210K +$210K +2,116 New
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +2,104 New
FFG
608
Ford Financial Group
California
$209K +$209K +2,105 New
SWMG
609
Signature Wealth Management Group
Georgia
$208K -$18.8K -189 -8%
SFS
610
Sowell Financial Services
Arkansas
$208K +$208K +2,094 New
RFN
611
RDA Financial Network
Iowa
$206K +$206K +2,036 New
SYBT
612
Stock Yards Bank & Trust
Kentucky
$204K +$204K +2,051 New
GG
613
Gofen & Glossberg
Illinois
$204K +$204K +2,055 New
BP
614
Ballentine Partners
Massachusetts
$202K -$137K -1,375 -40%
PNC
615
Park National Corp
Ohio
$202K -$30.7K -309 -13%
RWM
616
Reston Wealth Management
Virginia
$202K +$202K +2,011 New
VCM
617
Violich Capital Management
California
$202K +$202K +2,035 New
MPW
618
MA Private Wealth
California
$200K -$116K -1,161 -37%
EFS
619
Essex Financial Services
Connecticut
$200K +$200K +2,016 New
FCA
620
FinTrust Capital Advisors
South Carolina
$197K – – –
RIA
621
Realta Investment Advisors
Delaware
$195K +$195K +1,955 New
IDBONY
622
Israel Discount Bank of New York
New York
$186K – – –
POIA
623
Pin Oak Investment Advisors
Texas
$171K -$50.1K -505 -23%
GFP
624
Gryphon Financial Partners
Ohio
$169K +$169K +1,705 New
DBT
625
Dubuque Bank & Trust
Iowa
$168K -$50K -502 -23%
23 24
25
26 27