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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 %
AWM
151
Aries Wealth Management
Maine
$4.42M +$191K +1,875 +5%
CWM
152
Connecticut Wealth Management
Connecticut
$4.42M -$187K -1,827 -4%
Brown Advisory
153
Brown Advisory
Maryland
$4.39M -$64.8K -632 -1%
SBL
154
Sargent Bickham Lagudis
Colorado
$4.28M +$62.2K +606 +1%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$4.21M -$6.98K -68 -0.2%
EIG
156
Ellenbecker Investment Group
Wisconsin
$4.1M -$8.82K -86 -0.2%
QIM
157
Quest Investment Management
Oregon
$4.09M +$2.57K +25 +0.1%
AIC
158
Ameritas Investment Company
Nebraska
$4.09M +$3.3M +31,689 +422%
GT
159
Greenleaf Trust
Michigan
$4.06M -$249K -2,426 -6%
Deutsche Bank
160
Deutsche Bank
Germany
$3.97M -$4.03M -39,287 -50%
AC
161
Alexandria Capital
Virginia
$3.95M -$28K -273 -0.7%
CTC
162
Central Trust Company
Missouri
$3.88M -$45.2K -441 -1%
NEGWA
163
New England Guild Wealth Advisors
Connecticut
$3.84M +$383K +3,735 +11%
VWM
164
Valley Wealth Managers
New Jersey
$3.8M +$100K +975 +3%
MIH
165
Madison Investment Holdings
Wisconsin
$3.75M – – –
MBTD
166
Mechanics Bank - Trust Department
California
$3.68M +$161K +1,570 +5%
NDSI
167
Newman Dignan & Sheerar Inc
Rhode Island
$3.62M +$32.8K +320 +0.9%
SFWC
168
Strategic Family Wealth Counselors
New Jersey
$3.56M -$92.8K -905 -3%
PD
169
Planning Directions
Pennsylvania
$3.54M +$37.1K +362 +1%
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$3.51M +$67.6K +659 +2%
JIR
171
James Investment Research
Ohio
$3.48M +$2.54M +24,709 +268%
AMM
172
American Money Management
California
$3.48M +$706K +6,882 +25%
FFN
173
Focus Financial Network
Minnesota
$3.41M -$308 -3 -0%
RA
174
RFG Advisory
Alabama
$3.41M +$366K +3,569 +12%
PFP
175
Pinnacle Financial Partners
Tennessee
$3.37M +$5.75K +56 +0.2%
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