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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 %
LFG
676
LifePlan Financial Group
Ohio
$77K – – –
AIM
677
Advantage Investment Management
Iowa
$77K – – –
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$72K – – –
CT
679
Clearstead Trust
Maine
$72K – – –
HPC
680
HM Payson & Co
Maine
$70K – – –
FCMT
681
Founders Capital Management (Texas)
Texas
$68K – – –
SFSG
682
Stearns Financial Services Group
North Carolina
$67K -$25.8K -250 -28%
WC
683
Whitnell & Co
Illinois
$67K +$514 +5 +0.8%
VFA
684
Valeo Financial Advisors
Indiana
$65K +$3.28K +32 +5%
FA
685
Financial Advantage
Maryland
$64K +$64K +630 New
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$60K – – –
MWC
687
MBM Wealth Consultants
Missouri
$59K – – –
AAP
688
Arax Advisory Partners
Colorado
$59K +$307 +3 +0.5%
AM
689
Atwater Malick
Pennsylvania
$58K +$58K +564 New
BlackRock
690
BlackRock
New York
$57K – – –
NSB
691
Norway Savings Bank
Maine
$56K – – –
NSIM
692
North Star Investment Management
Illinois
$55K +$55K +534 New
RAM
693
Riggs Asset Management
Pennsylvania
$53K – – –
PB
694
Pinnacle Bancorp
Nebraska
$53K – – –
WB
695
Webster Bank
Connecticut
$51K +$51K +500 New
TF
696
Tompkins Financial
New York
$47K – – –
TC
697
Truvestments Capital
Florida
$47K – – –
AIM
698
Arcadia Investment Management
Michigan
$46K – – –
FGAM
699
Financial Gravity Asset Management
Texas
$43K -$4.98K -49 -10%
TA
700
Thor Advisors
New York
$43K +$43K +417 New
26 27
28
29 30