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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

751 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 305 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
16.49%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
1.23%
New
60
Increased
305
Reduced
216
Closed
40
Calls
$9.91M
Puts
$4.06M
Net Calls
+$5.85M
Net Calls Change
+$2.52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$355M
2
RJA
Raymond James & Associates
Florida
$468M
3
Morgan Stanley
Morgan Stanley
New York
$543M
4
SQA
Simon Quick Advisors
New Jersey
$16.8M
5
Bank of America
Bank of America
North Carolina
$752M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
2
HNB
Huntington National Bank
Ohio
$27.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$35.1M
4
ACI
Alpha Cubed Investments
California
$3.03M
5
SB
Suntrust Banks
Georgia
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
601
Narus Financial Partners
Utah
$226K – – –
CAG
602
Crestwood Advisors Group
Massachusetts
$224K -$8.2K -80 -4%
BFC
603
Bedel Financial Consulting
Indiana
$224K +$615 +6 +0.3%
SIA
604
SeaBridge Investment Advisors
New Jersey
$223K -$4.1K -40 -2%
AF
605
Allworth Financial
California
$222K +$923 +9 +0.4%
WI
606
Wintrust Investments
Illinois
$221K +$221K +2,150 New
PW
607
Peninsula Wealth
California
$221K +$221K +2,151 New
CF
608
Centaurus Financial
California
$220K +$34.3K +335 +18%
BFA
609
Benedict Financial Advisors
Georgia
$219K -$29.9K -291 -12%
RPG
610
Resource Planning Group
Georgia
$219K -$5.14K -50 -2%
FFG
611
Ford Financial Group
California
$218K +$1.53K +15 +0.7%
BOS
612
Bingham Osborn & Scarborough
California
$217K -$16.1K -157 -7%
PPP
613
Private Portfolio Partners
New Jersey
$216K +$216K +2,102 New
SWMG
614
Signature Wealth Management Group
Georgia
$215K – – –
NIA
615
Northstar Investment Advisors
Colorado
$215K +$3.09K +31 +1%
RC
616
Rinet Company
Massachusetts
$215K +$215K +725 New
ASC
617
Atalanta Sosnoff Capital
New York
$214K -$140K -1,370 -40%
DI
618
DFPG Investments
Utah
$213K -$10.6K -107 -5%
SCP
619
Shorepoint Capital Partners
Massachusetts
$212K -$2.21M -21,520 -91%
BWP
620
Bernardo Wealth Planning
Pennsylvania
$212K +$212K +2,072 New
SYBT
621
Stock Yards Bank & Trust
Kentucky
$211K -$14K -136 -6%
GG
622
Gofen & Glossberg
Illinois
$211K – – –
PO
623
Private Ocean
California
$210K +$184K +1,789 +713%
VCM
624
Violich Capital Management
California
$209K – – –
RWM
625
Reston Wealth Management
Virginia
$209K +$1.44K +14 +0.7%
23 24
25
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