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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 %
NL
201
NWAM LLC
Washington
$2.62M +$144K +1,426 +6%
CIC
202
Carnegie Investment Counsel
Ohio
$2.6M -$80.1K -794 -3%
NNP
203
Nachman Norwood & Parrott
South Carolina
$2.51M -$320K -3,173 -11%
GSWM
204
Golden State Wealth Management
California
$2.43M +$137K +1,359 +6%
MA
205
Montag & Associates
Georgia
$2.4M -$85.2K -845 -3%
PA
206
Parallel Advisors
California
$2.4M +$130K +1,284 +6%
SCP
207
Shorepoint Capital Partners
Massachusetts
$2.38M -$42.8K -424 -2%
AIA
208
Alera Investment Advisors
Illinois
$2.35M – – –
LWM
209
Lenox Wealth Management
Ohio
$2.35M -$23.5K -233 -1%
CS
210
Credit Suisse
Switzerland
$2.29M +$1.38M +13,702 +152%
TCOV
211
Trust Company of Vermont
Vermont
$2.29M +$33.1K +328 +1%
WF
212
Welch & Forbes
Massachusetts
$2.28M +$2.28M +22,548 New
CAGAS
213
Capital Advisory Group Advisory Services
Minnesota
$2.21M +$101 +1 +0%
DAS
214
Dynamic Advisor Solutions
Arizona
$2.19M +$117K +1,157 +6%
DC
215
Davenport & Co
Virginia
$2.18M +$150K +1,484 +7%
HFA
216
High Falls Advisors
New York
$2.17M +$60.8K +603 +3%
HCA
217
Harbour Capital Advisors
Virginia
$2.16M -$10.1K -100 -0.5%
APSP
218
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.07M -$168K -1,662 -7%
KFA
219
Kays Financial Advisory
Georgia
$2.05M +$17.8K +176 +0.9%
PWAC
220
Private Wealth Advisors (California)
California
$2.05M – – –
OAM
221
Occidental Asset Management
California
$2M +$10.4K +103 +0.5%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$1.94M -$349K -3,462 -15%
AC
223
Abbrea Capital
California
$1.93M -$156K -1,544 -7%
SPC
224
Sigma Planning Corp
Michigan
$1.93M -$380K -3,772 -16%
MHS
225
M Holdings Securities
Oregon
$1.93M +$218K +2,163 +13%
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