SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
BWM
652
BerganKDV Wealth Management
Minnesota
$111K
ANBT
653
American National Bank & Trust
Texas
$109K
Barclays
654
Barclays
United Kingdom
$107K -$255K -2,561 -70%
PGA
655
Premia Global Advisors
Florida
$107K +$107K +1,085 New
ESB
656
Essex Savings Bank
Connecticut
$106K
TA
657
TCG Advisors
Texas
$106K +$106K +1,069 New
AWM
658
Avior Wealth Management
Nebraska
$105K +$105K +1,063 New
DAM
659
Delta Asset Management
Tennessee
$103K
PGWM
660
Parisi Gray Wealth Management
New Jersey
$103K
HDIM
661
Hanson & Doremus Investment Management
Vermont
$102K
VFA
662
Valeo Financial Advisors
Indiana
$100K +$31.3K +314 +46%
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$99K
PCIA
664
Prime Capital Investment Advisors
Kansas
$99K +$99K +1,000 New
PCTC
665
Perkins Coie Trust Company
Washington
$98K -$40.1K -403 -29%
FMTCOCP
666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
PFBT
667
Parkside Financial Bank & Trust
Missouri
$90K +$8.43K +85 +10%
JCM
668
Jacobi Capital Management
Pennsylvania
$89K -$17.5K -176 -16%
AA
669
AlphaMark Advisors
Kentucky
$88K +$14.9K +150 +20%
NC
670
NewSquare Capital
Pennsylvania
$83K
LWM
671
Liberty Wealth Management
California
$83K +$397 +4 +0.5%
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$16.6K -167 -17%
TNBTD
673
Trustmark National Bank Trust Department
Mississippi
$80K
LFG
674
LifePlan Financial Group
Ohio
$75K
AIM
675
Advantage Investment Management
Iowa
$75K