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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 %
SCA
601
Stonebridge Capital Advisors
Minnesota
$216K -$40.3K -400 -16%
NIA
602
Northstar Investment Advisors
Colorado
$215K -$10.5K -104 -5%
SWMG
603
Signature Wealth Management Group
Georgia
$214K – – –
FFA
604
First Foundation Advisors
California
$213K – – –
FFG
605
Ford Financial Group
California
$213K +$1.31K +13 +0.6%
MFW
606
Meristem Family Wealth
Minnesota
$213K +$213K +2,110 New
GI
607
Gradient Investments
Minnesota
$211K +$205K +2,028 +3,380%
CA
608
Calton & Associates
Florida
$209K +$209K +2,074 New
GG
609
Gofen & Glossberg
Illinois
$207K – – –
RFN
610
RDA Financial Network
Iowa
$207K – – –
VCM
611
Violich Capital Management
California
$205K – – –
BP
612
Ballentine Partners
Massachusetts
$204K – – –
MPW
613
MA Private Wealth
California
$204K +$1.01K +10 +0.5%
RWM
614
Reston Wealth Management
Virginia
$204K +$1.21K +12 +0.6%
EC
615
Estate Counselors
Wisconsin
$202K +$202K +2,000 New
TA
616
TCG Advisors
Texas
$199K +$90.5K +892 +83%
SIC
617
Salem Investment Counselors
North Carolina
$192K +$192K +1,900 New
PCG
618
Private Capital Group
Connecticut
$190K -$35.5K -383 -16%
CF
619
Centaurus Financial
California
$183K +$165K +1,632 +907%
POIA
620
Pin Oak Investment Advisors
Texas
$174K – – –
GFP
621
Gryphon Financial Partners
Ohio
$172K – – –
AWM
622
Avior Wealth Management
Nebraska
$171K +$63.8K +632 +59%
CBT
623
Capital Bank & Trust
California
$168K – – –
SIAS
624
Shine Investment Advisory Services
Colorado
$165K -$3.33K -33 -2%
Bessemer Group
625
Bessemer Group
New Jersey
$163K – – –
23 24
25
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