SDY icon

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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
VWM
2
Venturi Wealth Management
Texas
$310K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$466M
4
SB
4
Suntrust Banks
Georgia
$145M
5
UBS Group
5
UBS Group
Switzerland
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$694M 6,985,937 -859,096 -11%
Morgan Stanley
2
Morgan Stanley
New York
$472M 4,749,185 +122,661 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$466M 4,689,601 -445,562 -9%
RJA
4
Raymond James & Associates
Florida
$423M 4,252,272 +188,693 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M 3,015,072 +195,984 +7%
Ameriprise
6
Ameriprise
Minnesota
$286M 2,878,396 +565,995 +24%
UBS Group
7
UBS Group
Switzerland
$239M 2,401,648 -225,055 -9%
Wells Fargo
8
Wells Fargo
California
$238M 2,392,074 -22,915 -0.9%
JIC
9
Joel Isaacson & Co
New York
$183M 1,840,512 -7,764 -0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$159M 1,601,529 +103,638 +7%
SB
11
Suntrust Banks
Georgia
$145M 1,456,517 -347,045 -19%
LPL Financial
12
LPL Financial
California
$144M 1,451,222 +27,017 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$116M 1,164,161 +148,778 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$111M 1,121,565 +64,111 +6%
CIA
15
Capital Investment Advisors
Georgia
$109M 1,096,732 +56,614 +5%
Goldman Sachs
16
Goldman Sachs
New York
$84.1M 845,575 +25,128 +3%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$80.5M 809,873 -11,207 -1%
DWM
18
Destination Wealth Management
California
$74.2M 746,148 -1,957 -0.3%
V
19
Veritable
Delaware
$71.9M 723,702 -1,204 -0.2%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$69.8M 702,292 -1,935 -0.3%
MML Investors Services
21
MML Investors Services
Massachusetts
$67.3M 676,596 +51,767 +8%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$54.1M 544,273 +57,919 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$51.6M 519,416 +316,239 +156%
MGIA
24
Moneta Group Investment Advisors
Missouri
$50M 503,088 -7,211 -1%
1SB
25
1ST Source Bank
Indiana
$49.5M 497,758 +100,515 +25%
1
2 3 4 5