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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 %
HR
626
Howe & Rusling
New York
$161K +$4.83K +48 +3%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$405 +4 +0.3%
HWA
628
Heritage Wealth Advisors
Virginia
$151K – – –
MAU
629
MRA Associates USA
Arizona
$151K – – –
First Manhattan
630
First Manhattan
New York
$149K +$100 +1 +0.1%
FCA
631
FinTrust Capital Advisors
South Carolina
$147K -$53K -524 -26%
BEAM
632
Baker Ellis Asset Management
Washington
$147K – – –
EWM
633
Elmwood Wealth Management
California
$146K +$13.3K +132 +10%
BC
634
Bartlett & Co
Ohio
$145K -$6.37K -63 -4%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$145K -$6.36K -63 -4%
BHWM
636
Bay Harbor Wealth Management
Maryland
$144K +$11.3K +112 +9%
TIM
637
Tortoise Investment Management
New York
$139K – – –
DWM
638
Doyle Wealth Management
Florida
$131K +$131K +1,297 New
VCM
639
Versant Capital Management
Arizona
$130K – – –
EDRH
640
Edmond de Rothschild Holding
Switzerland
$129K – – –
SNT
641
Security National Trust
West Virginia
$116K – – –
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K – – –
CHC
643
City Holding Co
West Virginia
$113K +$48K +475 +74%
BWM
644
BerganKDV Wealth Management
Minnesota
$112K – – –
TL
645
TrueWealth LLC
Georgia
$109K -$49.4K -491 -31%
Rockefeller Capital Management
646
Rockefeller Capital Management
New York
$108K +$56.5K +558 +110%
ESB
647
Essex Savings Bank
Connecticut
$107K -$1.32K -13 -1%
DAM
648
Delta Asset Management
Tennessee
$105K – – –
HDIM
649
Hanson & Doremus Investment Management
Vermont
$104K – – –
HIIFS
650
Harel Insurance Investments & Financial Services
Israel
$101K – – –
24 25
26
27 28