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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 %
PWA
151
Providence Wealth Advisors
Illinois
$4.55M +$121K +1,211 +3%
AFG
152
Albion Financial Group
Utah
$4.49M -$23.7K -238 -0.5%
CFGS
153
Concourse Financial Group Securities
Alabama
$4.45M +$1.62M +16,342 +58%
NA
154
NewEdge Advisors
Louisiana
$4.44M +$42.7K +430 +1%
HCM
155
Hollencrest Capital Management
California
$4.41M – – –
EIG
156
Ellenbecker Investment Group
Wisconsin
$4.38M -$8.18M -82,233 -65%
FHA
157
First Horizon Advisors
Tennessee
$4.36M -$14.1K -142 -0.3%
GT
158
Greenleaf Trust
Michigan
$4.36M -$88.5K -890 -2%
CI
159
Conning Inc
Connecticut
$4.34M -$748K -7,520 -15%
UB
160
UMB Bank
Missouri
$4.32M +$11.2K +113 +0.3%
VFA
161
Voya Financial Advisors
Connecticut
$4.28M +$687K +6,939 +19%
ARG
162
Advisory Resource Group
Oklahoma
$4.25M -$552K -5,577 -11%
SBL
163
Sargent Bickham Lagudis
Colorado
$4.21M -$107K -1,073 -2%
QIM
164
Quest Investment Management
Oregon
$4.05M +$1.23M +12,394 +44%
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$4.03M +$30.1K +303 +0.8%
IP
166
Investment Partners
Ohio
$3.95M +$472K +4,751 +14%
AIA
167
Arcadia Investment Advisors
Idaho
$3.94M +$3.3M +33,210 +516%
AC
168
Alexandria Capital
Virginia
$3.86M -$9.35K -94 -0.2%
AWM
169
Aries Wealth Management
Maine
$3.8M +$68.4K +688 +2%
CTC
170
Central Trust Company
Missouri
$3.77M +$25.3K +254 +0.7%
RCG
171
Ruggie Capital Group
Florida
$3.75M -$5.19M -52,206 -58%
MIH
172
Madison Investment Holdings
Wisconsin
$3.64M -$2.21M -22,234 -38%
FHC
173
First Heartland Consultants
Missouri
$3.63M +$1.41M +14,188 +63%
MBTD
174
Mechanics Bank - Trust Department
California
$3.56M +$82.3K +828 +2%
DWA
175
Dorsey Wright & Associates
California
$3.51M -$60.5K -609 -2%
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