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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 %
FMTCOCP
651
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K – – –
BBHC
652
Brown Brothers Harriman & Co
New York
$91K -$42.5K -420 -32%
SFSG
653
Stearns Financial Services Group
North Carolina
$91K +$25.3K +250 +39%
JCM
654
Jacobi Capital Management
Pennsylvania
$90K – – –
LWM
655
Liberty Wealth Management
California
$90K +$5.75K +57 +7%
AA
656
AlphaMark Advisors
Kentucky
$89K – – –
ANBT
657
American National Bank & Trust
Texas
$86K -$25.3K -250 -23%
NC
658
NewSquare Capital
Pennsylvania
$84K – – –
PFBT
659
Parkside Financial Bank & Trust
Missouri
$83K -$8.58K -85 -9%
PCTC
660
Perkins Coie Trust Company
Washington
$81K -$18.7K -185 -19%
LFG
661
LifePlan Financial Group
Ohio
$76K – – –
AIM
662
Advantage Investment Management
Iowa
$76K – – –
EWM
663
Executive Wealth Management
Michigan
$73K +$203 +2 +0.3%
SQA
664
Simon Quick Advisors
New Jersey
$71.2K -$79.1K -784 -53%
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$71K – – –
CT
666
Clearstead Trust
Maine
$71K – – –
KCPG
667
Kavar Capital Partners Group
Kansas
$70K +$70K +695 New
HPC
668
HM Payson & Co
Maine
$69K +$69K +685 New
FCMT
669
Founders Capital Management (Texas)
Texas
$67K – – –
WC
670
Whitnell & Co
Illinois
$65K +$301 +3 +0.5%
VFA
671
Valeo Financial Advisors
Indiana
$61K -$40.7K -402 -40%
ACS
672
Archford Capital Strategies
Illinois
$60K – – –
CLOS
673
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
MWC
674
MBM Wealth Consultants
Missouri
$58K – – –
AAP
675
Arax Advisory Partners
Colorado
$58K +$58K +573 New
25 26
27
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