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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 %
CIC
201
Carnegie Investment Counsel
Ohio
$2.65M +$616 +6 +0%
MA
202
Montag & Associates
Georgia
$2.64M +$206K +2,004 +8%
NNP
203
Nachman Norwood & Parrott
South Carolina
$2.56M – – –
WF
204
Welch & Forbes
Massachusetts
$2.54M +$230K +2,246 +10%
PA
205
Parallel Advisors
California
$2.53M +$88.2K +859 +4%
NP
206
NorthRock Partners
Minnesota
$2.41M +$2.41M +23,479 New
LWM
207
Lenox Wealth Management
Ohio
$2.39M +$3.08K +30 +0.1%
MPM
208
Meritage Portfolio Management
Kansas
$2.39M +$549K +5,350 +30%
AIA
209
Alera Investment Advisors
Illinois
$2.39M – – –
PWAC
210
Private Wealth Advisors (California)
California
$2.38M +$266K +2,595 +13%
DAS
211
Dynamic Advisor Solutions
Arizona
$2.32M +$91.6K +893 +4%
Jane Street
212
Jane Street
New York
$2.32M +$365K +3,562 +19%
TCOV
213
Trust Company of Vermont
Vermont
$2.3M -$21.8K -212 -0.9%
KFA
214
Kays Financial Advisory
Georgia
$2.28M +$195K +1,901 +9%
SW
215
SVB Wealth
Massachusetts
$2.27M +$540K +5,260 +31%
GSWM
216
Golden State Wealth Management
California
$2.27M -$205K -1,996 -8%
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$2.26M +$15.4K +150 +0.7%
Millennium Management
218
Millennium Management
New York
$2.25M +$1.5M +14,650 +201%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$2.22M +$427K +4,160 +24%
HCA
220
Harbour Capital Advisors
Virginia
$2.2M – – –
DC
221
Davenport & Co
Virginia
$2.18M – – –
BAM
222
Bruderman Asset Management
New York
$2.17M -$4.52M -42,595 -68%
IA
223
IFG Advisory
Georgia
$2.15M +$2.15M +20,951 New
FSC
224
Full Sail Capital
Oklahoma
$2.12M +$1.46M +13,822 +220%
NCM
225
Narwhal Capital Management
Georgia
$2.12M +$2.12M +20,633 New
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