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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.

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
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$727M
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.5M
4
LPL Financial
4
LPL Financial
California
$158M
5
RJA
5
Raymond James & Associates
Florida
$440M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$265M
3
SAS
3
Sage Advisory Services
Texas
$17M
4
BAM
4
Belpointe Asset Management
Nevada
$1.62M
5
Wells Fargo
5
Wells Fargo
California
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$727M 7,203,608 +217,671 +3%
Morgan Stanley
2
Morgan Stanley
New York
$514M 5,090,928 +341,743 +7%
RJA
3
Raymond James & Associates
Florida
$440M 4,361,913 +109,641 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$388M 3,876,062 -813,539 -17%
Ameriprise
5
Ameriprise
Minnesota
$293M 2,903,096 +24,700 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$265M 2,623,133 -391,939 -13%
UBS Group
7
UBS Group
Switzerland
$241M 2,389,225 -12,423 -0.5%
Wells Fargo
8
Wells Fargo
California
$222M 2,198,184 -193,890 -8%
JIC
9
Joel Isaacson & Co
New York
$187M 1,858,029 +17,517 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$164M 1,630,550 +29,021 +2%
LPL Financial
11
LPL Financial
California
$158M 1,564,914 +113,692 +8%
SB
12
Suntrust Banks
Georgia
$143M 1,414,926 -41,591 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$126M 1,251,953 +87,792 +8%
CIA
14
Capital Investment Advisors
Georgia
$117M 1,160,802 +64,070 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$108M 1,066,998 -54,567 -5%
Goldman Sachs
16
Goldman Sachs
New York
$93.5M 927,328 +81,753 +10%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$80.6M 798,924 -10,949 -1%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$77M 763,606 +61,314 +9%
DWM
19
Destination Wealth Management
California
$75.3M 746,164 +16 +0%
V
20
Veritable
Delaware
$72.7M 720,970 -2,732 -0.4%
MML Investors Services
21
MML Investors Services
Massachusetts
$72.4M 717,647 +41,051 +6%
MGIA
22
Moneta Group Investment Advisors
Missouri
$59.7M 591,297 +88,209 +18%
1SB
23
1ST Source Bank
Indiana
$59.2M 586,773 +89,015 +18%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$56.5M 560,306 +16,033 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$52.2M 517,848 -1,568 -0.3%
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