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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
$514M
2
Bank of America
Bank of America
North Carolina
$727M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.5M
4
LPL Financial
LPL Financial
California
$158M
5
RJA
Raymond James & Associates
Florida
$440M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$388M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$265M
3
HNB
Huntington National Bank
Ohio
$29.4M
4
SAS
Sage Advisory Services
Texas
$17M
5
BAM
Belpointe Asset Management
Nevada
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$6.22M -$45.3K -449 -0.7%
CCM
127
Covington Capital Management
California
$6.22M +$257K +2,547 +4%
GPWA
128
Great Point Wealth Advisors
Massachusetts
$6.19M -$553K -5,484 -8%
BMM
129
Berkshire Money Management
Massachusetts
$5.96M -$182K -1,801 -3%
NCM
130
Neumann Capital Management
California
$5.92M +$84.7K +840 +1%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.9M -$790K -7,826 -12%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$5.81M -$625K -6,197 -10%
FAIM
133
Financial Advocates Investment Management
Washington
$5.8M -$131K -1,298 -2%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$5.68M +$198K +1,960 +4%
TW
135
Transform Wealth
Colorado
$5.61M -$350K -3,465 -6%
Citadel Advisors
136
Citadel Advisors
Florida
$5.44M +$182K +1,800 +3%
SDAM
137
Shulman DeMeo Asset Management
New York
$5.38M +$33.2K +329 +0.6%
ARG
138
Advisory Resource Group
Oklahoma
$5.31M +$973K +9,642 +22%
MA
139
MONECO Advisors
Connecticut
$5.2M +$263K +2,607 +5%
CFGS
140
Concourse Financial Group Securities
Alabama
$5.18M +$672K +6,662 +15%
PP
141
PagnatoKarp Partners
Virginia
$5.11M +$99.1K +982 +2%
MIAN
142
Mariner Independent Advisor Network
Kansas
$5.07M -$6.46K -64 -0.1%
FHA
143
Flagship Harbor Advisors
Massachusetts
$4.95M -$104K -1,035 -2%
MSWMA
144
Market Street Wealth Management Advisors
Indiana
$4.91M -$911K -8,851 -16%
WTC
145
WhitTier Trust Company
Nevada
$4.88M -$199K -1,972 -4%
HCIA
146
Hochman Cole Investment Advisors
Illinois
$4.77M +$76.8K +761 +2%
FHB
147
First Hawaiian Bank
Hawaii
$4.74M -$172K -1,701 -3%
PWA
148
Providence Wealth Advisors
Illinois
$4.73M +$117K +1,152 +3%
BPWA
149
Beacon Pointe Wealth Advisors
California
$4.71M +$4.83K +48 +0.1%
CWM
150
Connecticut Wealth Management
Connecticut
$4.53M +$2.18M +21,655 +93%
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