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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 %
BWL
726
Bogart Wealth LLC
Virginia
$6K – – –
ME
727
McIlrath & Eck
Washington
$5K – – –
UB
728
UMB Bank
Missouri
$4.33K -$60 -596 -1%
AIS
729
Accurate Investment Solutions
Pennsylvania
$4K – – –
HGWM
730
Harvest Group Wealth Management
Massachusetts
$4K – – –
LPWM
731
Lake Point Wealth Management
Texas
$4K – – –
NDSI
732
Newman Dignan & Sheerar Inc
Rhode Island
$3.53K +$33 +330 +1%
AFIA
733
America First Investment Advisors
Nebraska
$3K – – –
BAMG
734
Brand Asset Management Group
Missouri
$3K – – –
CCM
735
Cribstone Capital Management
Maine
$3K – – –
MWM
736
Merriman Wealth Management
Washington
$2.3K – – –
LGWM
737
Litman Gregory Wealth Management
California
$1K +$1K +11 New
SIS
738
Sound Income Strategies
Florida
$1K +$1K +12 New
GT
739
Glenmede Trust
Pennsylvania
$766 – – –
MWM
740
Meridian Wealth Management
Kentucky
$736 +$736 +730 New
BRWM
741
B. Riley Wealth Management
Tennessee
$243 – – –
SCM
742
Sandler Capital Management
New York
– -$12.9M -130,000 Closed
IP
743
Isthmus Partners
Wisconsin
– -$1.03M -89,925 Closed
TCM
744
Tuttle Capital Management
Connecticut
– -$8.05M -80,761 Closed
ACM
745
Avalon Capital Management
California
– -$1.92M -19,305 Closed
TF
746
TIAA FSB
Florida
– -$1.33M -13,420 Closed
SS
747
Simplicity Solutions
Minnesota
– -$1.14M -11,500 Closed
GIM
748
Goelzer Investment Management
Indiana
– -$1.05M -10,561 Closed
VF
749
Virtu Financial
New York
– -$948K -9,540 Closed
Simplex Trading
750
Simplex Trading
Illinois
– -$813K -8,180 Closed
28 29
30
31 32