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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$286M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$51.6M
3
CM
Churchill Management
California
$27.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$300M
5
RJA
Raymond James & Associates
Florida
$423M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$694M
2
VWM
Venturi Wealth Management
Texas
$310K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$466M
4
SB
Suntrust Banks
Georgia
$145M
5
HNB
Huntington National Bank
Ohio
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
201
Hillcrest Wealth Advisors
New Jersey
$2.71M -$99.4K -1,000 -4%
Brown Advisory
202
Brown Advisory
Maryland
$2.67M -$169K -1,699 -6%
CIC
203
Carnegie Investment Counsel
Ohio
$2.64M -$67.3K -677 -2%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$2.61M +$84.6K +851 +3%
OC
205
Oppenheimer & Co
New York
$2.59M +$94.4K +950 +4%
RA
206
RFG Advisory
Alabama
$2.58M -$384K -3,859 -13%
AMM
207
American Money Management
California
$2.57M +$300K +3,021 +13%
CA
208
Cetera Advisors
Colorado
$2.46M +$100K +1,008 +4%
MA
209
Montag & Associates
Georgia
$2.45M +$211K +2,120 +9%
NL
210
NWAM LLC
Washington
$2.44M +$51.3K +516 +2%
UBV
211
United Bank (Virginia)
Virginia
$2.41M -$463K -4,660 -16%
SCP
212
Shorepoint Capital Partners
Massachusetts
$2.39M +$2.39M +24,013 New
LWM
213
Lenox Wealth Management
Ohio
$2.34M -$97.7K -983 -4%
AIA
214
Alera Investment Advisors
Illinois
$2.32M -$297K -2,992 -11%
CWM
215
Connecticut Wealth Management
Connecticut
$2.31M -$68.9K -693 -3%
BAM
216
Bruderman Asset Management
New York
$2.3M -$21.3K -214 -0.9%
SPC
217
Sigma Planning Corp
Michigan
$2.27M -$246K -2,471 -10%
GSWM
218
Golden State Wealth Management
California
$2.26M +$2.26M +22,765 New
BFEC
219
Benjamin F. Edwards & Company
Missouri
$2.25M +$21.6K +217 +1%
PA
220
Parallel Advisors
California
$2.23M +$19.6K +197 +0.9%
TCOV
221
Trust Company of Vermont
Vermont
$2.22M -$90.7K -913 -4%
APSP
222
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.21M -$68.6K -690 -3%
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$2.18M -$42.1K -423 -2%
Jane Street
224
Jane Street
New York
$2.15M +$1.62M +16,276 +301%
HCA
225
Harbour Capital Advisors
Virginia
$2.14M – – –
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9
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