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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$286M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$51.6M
3
CM
Churchill Management
California
$27.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$300M
5
RJA
Raymond James & Associates
Florida
$423M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$694M
2
VWM
Venturi Wealth Management
Texas
$310K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$466M
4
SB
Suntrust Banks
Georgia
$145M
5
HNB
Huntington National Bank
Ohio
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
776
Hayden Royal
North Carolina
– -$342K -3,817 Closed
LA
777
LVW Advisors
New York
– -$336K -3,751 Closed
CA
778
Crewe Advisors
Utah
– -$304K -3,394 Closed
RT
779
Reliance Trust
Georgia
– -$289K -3,229 Closed
BIAS
780
Beacon Investment Advisory Services
New Jersey
– -$285K -3,188 Closed
EC
781
Estate Counselors
Wisconsin
– -$269K -3,000 Closed
SWM
782
SVA Wealth Management
Wisconsin
– -$217K -2,420 Closed
CA
783
Calton & Associates
Florida
– -$205K -2,291 Closed
CA
784
Claro Advisors
Massachusetts
– -$122K -1,249 Closed
RWA
785
River Wealth Advisors
Pennsylvania
– -$96K -1,076 Closed
DWM
786
Doyle Wealth Management
Florida
– -$92K -1,028 Closed
AWM
787
Arbor Wealth Management
Florida
– -$32K -933 Closed
BCM
788
Brasada Capital Management
Texas
– -$82K -920 Closed
FTI
789
Fiduciary Trust International
Massachusetts
– -$75K -835 Closed
SIAG
790
Signet Investment Advisory Group
Rhode Island
– -$56K -626 Closed
JA
791
JOYN Advisors
Georgia
– -$56K -624 Closed
IIM
792
Ipswich Investment Management
Massachusetts
– -$54K -600 Closed
PG
793
Patten Group
Tennessee
– -$46K -510 Closed
MOS
794
MGO One Seven
Ohio
– -$26K -291 Closed
RWA
795
Ropes Wealth Advisors
Massachusetts
– -$18K -200 Closed
HS
796
Horan Securities
United States
– -$10K -108 Closed
HT
797
Heritage Trust
Oklahoma
– -$9K -100 Closed
SFA
798
Spectrum Financial Alliance
Kentucky
– -$8K -100 Closed
EWM
799
Endurance Wealth Management
Rhode Island
– -$6K -70 Closed
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