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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$6.34M +$1.02M +10,282 +19%
LWA
127
Lowe Wealth Advisors
Maryland
$6.34M -$91.9K -924 -1%
APA
128
American Portfolios Advisors
New York
$6.29M +$1.02M +10,233 +19%
WT
129
Whittier Trust
California
$6.18M -$891K -8,961 -13%
BMM
130
Berkshire Money Management
Massachusetts
$6.05M -$5.3M -53,309 -47%
Comerica Bank
131
Comerica Bank
Texas
$5.96M +$865K +8,610 +17%
MSAM
132
Moloney Securities Asset Management
Missouri
$5.88M +$1.39M +14,020 +31%
CCM
133
Covington Capital Management
California
$5.87M +$648K +6,517 +12%
TW
134
Transform Wealth
Colorado
$5.87M +$1.55M +15,614 +36%
FAIM
135
Financial Advocates Investment Management
Washington
$5.85M -$14.5K -146 -0.2%
NCM
136
Neumann Capital Management
California
$5.75M -$32.5K -327 -0.6%
WANY
137
Wealthspire Advisors (New York)
New York
$5.63M -$1.55M -15,567 -22%
MSWMA
138
Market Street Wealth Management Advisors
Indiana
$5.62M -$1.11M -11,201 -17%
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$5.34M -$755K -7,686 -12%
SDAM
140
Shulman DeMeo Asset Management
New York
$5.27M +$134K +1,347 +3%
Citadel Advisors
141
Citadel Advisors
Florida
$5.18M +$3.2M +32,237 +162%
MIAN
142
Mariner Independent Advisor Network
Kansas
$5.03M +$27.4K +274 +0.5%
WTC
143
WhitTier Trust Company
Nevada
$5.01M -$81.9K -824 -2%
FHA
144
Flagship Harbor Advisors
Massachusetts
$4.98M +$53.7K +540 +1%
PP
145
PagnatoKarp Partners
Virginia
$4.94M -$105K -1,061 -2%
MA
146
MONECO Advisors
Connecticut
$4.86M +$318K +3,196 +7%
FHB
147
First Hawaiian Bank
Hawaii
$4.84M – – –
BPWA
148
Beacon Pointe Wealth Advisors
California
$4.65M -$27.8K -279 -0.6%
HCIA
149
Hochman Cole Investment Advisors
Illinois
$4.62M +$130K +1,309 +3%
Deutsche Bank
150
Deutsche Bank
Germany
$4.61M +$2.33M +23,448 +102%
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