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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 %
BWM
176
Baystate Wealth Management
Massachusetts
$3.36M +$87.7K +855 +3%
SRC
177
Sage Rhino Capital
California
$3.28M -$10.3K -100 -0.3%
FNBT
178
FineMark National Bank & Trust
Florida
$3.26M -$49.9K -486 -2%
FAAS
179
First Allied Advisory Services
California
$3.21M -$4.15M -40,370 -56%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$3.2M +$72.7K +709 +2%
IP
181
Investment Partners
Ohio
$3.14M +$113K +1,104 +4%
AMG
182
Asset Management Group
Connecticut
$3.14M -$83.1K -810 -3%
AFP
183
Ausdal Financial Partners
Iowa
$3.11M +$1.61M +15,676 +107%
RCG
184
Ruggie Capital Group
Florida
$3.09M +$2.78M +27,100 +885%
AAS
185
Avantax Advisory Services
Texas
$3.08M +$281K +2,731 +10%
ACI
186
Alpha Cubed Investments
California
$3.03M -$16.1M -156,747 -84%
RBC
187
Roble Belko & Company
Pennsylvania
$3M +$132K +1,290 +5%
SF
188
Synovus Financial
Georgia
$2.99M -$38.3K -373 -1%
CA
189
Cetera Advisors
Colorado
$2.95M -$15.2K -148 -0.5%
CHA
190
Carmichael Hill & Associates
Maryland
$2.88M -$111K -1,083 -4%
CFGS
191
Concourse Financial Group Securities
Alabama
$2.85M -$2.43M -23,643 -46%
EWA
192
EP Wealth Advisors
California
$2.83M -$320K -3,119 -10%
VFA
193
Voya Financial Advisors
Connecticut
$2.83M -$41.3K -404 -1%
PP
194
PDS Planning
Ohio
$2.81M +$102K +990 +4%
HWA
195
Hillcrest Wealth Advisors
New Jersey
$2.8M – – –
CG
196
Colony Group
Massachusetts
$2.79M -$46.5K -453 -2%
SBWM
197
Sunflower Bank Wealth Management
Arizona
$2.72M -$68.7K -670 -2%
NL
198
NWAM LLC
Washington
$2.72M +$57.6K +561 +2%
OC
199
Oppenheimer & Co
New York
$2.67M -$77.7K -757 -3%
JIP
200
Jaffetilchin Investment Partners
Florida
$2.66M +$2.66M +25,929 New
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