SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$3.51M +$126K +1,267 +4%
NDSI
177
Newman Dignan & Sheerar Inc
Rhode Island
$3.44M -$78.5K -790 -2%
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$3.44M -$1.34M -13,465 -28%
PFP
179
Pinnacle Financial Partners
Tennessee
$3.32M -$50.2K -505 -1%
PD
180
Planning Directions
Pennsylvania
$3.24M +$142K +1,433 +5%
SRC
181
Sage Rhino Capital
California
$3.2M +$3.2M +32,203 New
FNBT
182
FineMark National Bank & Trust
Florida
$3.2M -$169K -1,695 -5%
HB
183
Homrich & Berg
Georgia
$3.18M +$57.3K +576 +2%
EWA
184
EP Wealth Advisors
California
$3.15M -$206K -2,067 -6%
AMG
185
Asset Management Group
Connecticut
$3.15M +$11.5K +116 +0.4%
LA
186
LexAurum Advisors
Kansas
$3.15M +$2.21M +22,276 +238%
NEGWA
187
New England Guild Wealth Advisors
Connecticut
$3.1M +$79K +795 +3%
FFN
188
Focus Financial Network
Minnesota
$3.08M +$3.08M +30,955 New
GFPC
189
Global Financial Private Capital
Florida
$3.06M -$238K -2,396 -7%
WS
190
Wela Strategies
Georgia
$3.06M +$75K +754 +3%
VWM
191
Valley Wealth Managers
New Jersey
$3M +$1.47M +14,748 +96%
BWM
192
Baystate Wealth Management
Massachusetts
$2.95M +$203 +2 +0%
SF
193
Synovus Financial
Georgia
$2.94M -$96K -965 -3%
CHA
194
Carmichael Hill & Associates
Maryland
$2.93M -$50.4K -507 -2%
CG
195
Colony Group
Massachusetts
$2.88M +$455K +4,577 +19%
NNP
196
Nachman Norwood & Parrott
South Carolina
$2.79M +$4.57K +46 +0.2%
SBWM
197
Sunflower Bank Wealth Management
Arizona
$2.78M -$147K -1,480 -5%
RBC
198
Roble Belko & Company
Pennsylvania
$2.77M -$65.8K -662 -2%
PP
199
PDS Planning
Ohio
$2.72M -$219K -2,205 -7%
FAB
200
First American Bank
Illinois
$2.72M -$2.09M -21,020 -43%