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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 %
AFG
151
Albion Financial Group
Utah
$4.53M -$25.3K -251 -0.6%
HCM
152
Hollencrest Capital Management
California
$4.48M – – –
FHA
153
First Horizon Advisors
Tennessee
$4.43M +$1.31K +13 +0%
CI
154
Conning Inc
Connecticut
$4.4M – – –
Brown Advisory
155
Brown Advisory
Maryland
$4.38M +$1.67M +16,583 +62%
NA
156
NewEdge Advisors
Louisiana
$4.36M -$145K -1,439 -3%
AWM
157
Aries Wealth Management
Maine
$4.24M +$330K +3,225 +8%
GT
158
Greenleaf Trust
Michigan
$4.23M -$189K -1,869 -4%
UBV
159
United Bank (Virginia)
Virginia
$4.15M +$1.71M +16,912 +70%
SBL
160
Sargent Bickham Lagudis
Colorado
$4.15M -$123K -1,220 -3%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$4.14M +$58K +575 +1%
FHC
162
First Heartland Consultants
Missouri
$4.12M +$430K +4,264 +12%
HB
163
Homrich & Berg
Georgia
$4.06M +$841K +8,338 +26%
EIG
164
Ellenbecker Investment Group
Wisconsin
$4.04M -$410K -4,069 -9%
QIM
165
Quest Investment Management
Oregon
$4.02M -$89.4K -886 -2%
AC
166
Alexandria Capital
Virginia
$3.92M – – –
CTC
167
Central Trust Company
Missouri
$3.89M +$34.5K +340 +0.9%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$3.79M -$3.42M -33,881 -47%
MIH
169
Madison Investment Holdings
Wisconsin
$3.69M -$1.51K -15 -0%
VWM
170
Valley Wealth Managers
New Jersey
$3.64M +$599K +5,936 +20%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$3.6M +$35.9K +356 +1%
MBTD
172
Mechanics Bank - Trust Department
California
$3.46M -$151K -1,500 -4%
PD
173
Planning Directions
Pennsylvania
$3.44M +$154K +1,523 +5%
NEGWA
174
New England Guild Wealth Advisors
Connecticut
$3.39M +$249K +2,469 +8%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$3.39M -$99.3K -984 -3%
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