SDY icon

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 %
FFN
176
Focus Financial Network
Minnesota
$3.35M +$230K +2,283 +7%
DWA
177
Dorsey Wright & Associates
California
$3.32M -$238K -2,363 -7%
PFP
178
Pinnacle Financial Partners
Tennessee
$3.31M -$58.8K -583 -2%
FNBT
179
FineMark National Bank & Trust
Florida
$3.25M +$8.17K +81 +0.3%
SRC
180
Sage Rhino Capital
California
$3.23M -$15.1K -150 -0.5%
BWM
181
Baystate Wealth Management
Massachusetts
$3.23M +$282K +2,781 +10%
AMG
182
Asset Management Group
Connecticut
$3.17M -$28.6K -283 -0.9%
EWA
183
EP Wealth Advisors
California
$3.1M -$101K -1,000 -3%
WS
184
Wela Strategies
Georgia
$3.08M -$22.4K -222 -0.7%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$3.07M +$424K +4,203 +16%
RA
186
RFG Advisory
Alabama
$2.99M +$374K +3,707 +14%
IP
187
Investment Partners
Ohio
$2.98M -$1.02M -10,161 -26%
SF
188
Synovus Financial
Georgia
$2.98M -$706 -7 -0%
CHA
189
Carmichael Hill & Associates
Maryland
$2.95M -$28.5K -282 -1%
CA
190
Cetera Advisors
Colorado
$2.93M +$427K +4,205 +17%
RBC
191
Roble Belko & Company
Pennsylvania
$2.81M – – –
VFA
192
Voya Financial Advisors
Connecticut
$2.81M -$1.52M -15,157 -35%
CG
193
Colony Group
Massachusetts
$2.79M -$139K -1,375 -5%
HWA
194
Hillcrest Wealth Advisors
New Jersey
$2.75M – – –
AAS
195
Avantax Advisory Services
Texas
$2.75M +$873K +8,653 +47%
SBWM
196
Sunflower Bank Wealth Management
Arizona
$2.74M -$75.7K -750 -3%
FAB
197
First American Bank
Illinois
$2.74M -$15.1K -150 -0.5%
AMM
198
American Money Management
California
$2.73M +$123K +1,220 +5%
OC
199
Oppenheimer & Co
New York
$2.7M +$71.7K +711 +3%
PP
200
PDS Planning
Ohio
$2.67M -$92.3K -915 -3%
6 7
8
9 10