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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

751 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 305 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
16.49%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
1.23%
New
60
Increased
305
Reduced
216
Closed
40
Calls
$9.91M
Puts
$4.06M
Net Calls
+$5.85M
Net Calls Change
+$2.52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$355M
2
RJA
Raymond James & Associates
Florida
$468M
3
Morgan Stanley
Morgan Stanley
New York
$543M
4
SQA
Simon Quick Advisors
New Jersey
$16.8M
5
Bank of America
Bank of America
North Carolina
$752M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M
2
HNB
Huntington National Bank
Ohio
$27.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$35.1M
4
ACI
Alpha Cubed Investments
California
$3.03M
5
SB
Suntrust Banks
Georgia
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
126
Berkshire Money Management
Massachusetts
$5.96M -$99.9K -974 -2%
FAIM
127
Financial Advocates Investment Management
Washington
$5.8M -$102K -998 -2%
SDAM
128
Shulman DeMeo Asset Management
New York
$5.74M +$264K +2,572 +5%
HCIA
129
Hochman Cole Investment Advisors
Illinois
$5.65M +$801K +7,805 +17%
Citadel Advisors
130
Citadel Advisors
Florida
$5.62M +$87.7K +855 +2%
ARG
131
Advisory Resource Group
Oklahoma
$5.46M +$65.4K +637 +1%
FHB
132
First Hawaiian Bank
Hawaii
$5.42M +$599K +5,837 +12%
MIAN
133
Mariner Independent Advisor Network
Kansas
$5.28M +$200K +1,976 +4%
PP
134
PagnatoKarp Partners
Virginia
$5.2M +$4.93K +48 +0.1%
MA
135
MONECO Advisors
Connecticut
$5.14M -$143K -1,396 -3%
FHA
136
Flagship Harbor Advisors
Massachusetts
$5.04M +$7.49K +73 +0.1%
GPWA
137
Great Point Wealth Advisors
Massachusetts
$4.96M -$1.34M -13,059 -21%
PWA
138
Providence Wealth Advisors
Illinois
$4.86M +$68.8K +671 +1%
WTC
139
WhitTier Trust Company
Nevada
$4.85M -$115K -1,125 -2%
BPWA
140
Beacon Pointe Wealth Advisors
California
$4.76M -$32.6K -318 -0.7%
AFG
141
Albion Financial Group
Utah
$4.6M -$4.41K -43 -0.1%
MSWMA
142
Market Street Wealth Management Advisors
Indiana
$4.57M -$321K -3,128 -7%
HCM
143
Hollencrest Capital Management
California
$4.55M – – –
HB
144
Homrich & Berg
Georgia
$4.55M +$417K +4,063 +10%
MSAM
145
Moloney Securities Asset Management
Missouri
$4.54M -$1.86M -18,133 -29%
FHA
146
First Horizon Advisors
Tennessee
$4.54M +$38.8K +378 +0.9%
NA
147
NewEdge Advisors
Louisiana
$4.53M +$90.4K +881 +2%
CI
148
Conning Inc
Connecticut
$4.48M – – –
UBV
149
United Bank (Virginia)
Virginia
$4.45M +$225K +2,190 +5%
FHC
150
First Heartland Consultants
Missouri
$4.42M +$233K +2,274 +6%
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