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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 %
PO
701
Private Ocean
California
$25K +$5.48K +55 +28%
AIM
702
Anchor Investment Management
South Carolina
$23.5K – – –
JPLA
703
Joseph P. Lucia & Associates
New York
$23K -$2.3M -22,492 -99%
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$58.9K -594 -72%
GSC
705
G&S Capital
Colorado
$22K – – –
ATC
706
Adirondack Trust Company
New York
$21K – – –
QCIG
707
Quad-Cities Investment Group
Iowa
$21K +$16.7K +162 +386%
AP
708
Atwood & Palmer
Missouri
$20K – – –
FCFS
709
First Command Financial Services
Texas
$20K – – –
FCB
710
First Command Bank
Texas
$20K – – –
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$20K – – –
LFG
712
Larson Financial Group
Missouri
$20K +$20K +200 New
CB
713
Community Bank
New York
$19K – – –
PCA
714
Providence Capital Advisors
North Carolina
$19K – – –
FRA
715
Front Row Advisors
California
$16K – – –
HS
716
Horan Securities
United States
$14K +$14K +139 New
WCM
717
Whitener Capital Management
North Carolina
$13K – – –
FNB
718
Farmers National Bank
Kentucky
$13K +$13K +125 New
JHCP
719
Jackson Hole Capital Partners
Oklahoma
$12K – – –
PWMG
720
Prestige Wealth Management Group
New Jersey
$10K – – –
HH
721
HWG Holdings
Texas
$10K – – –
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
IRC
723
Investors Research Corp
Georgia
$10K +$99 +1 +1%
TRCT
724
Tower Research Capital (TRC)
New York
$8K -$41.9K -419 -84%
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
27 28
29
30 31