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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

641 hedge funds and large institutions have $4.9B invested in SPDR S&P Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 198 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
14.7%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
1.08%
New
36
Increased
198
Reduced
258
Closed
32
Calls
$7M
Puts
$5.37M
Net Calls
+$1.62M
Net Calls Change
-$214K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$72.4M
2
FCI
Financial Counselors Inc
Kansas
$16.7M
3
RJA
Raymond James & Associates
Florida
$344M
4
AF
Allworth Financial
California
$6.1M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.89M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$31.8M
2
Bessemer Group
Bessemer Group
New Jersey
$150K
3
Ameriprise
Ameriprise
Minnesota
$253M
4
MML Investors Services
MML Investors Services
Massachusetts
$43.1M
5
Wells Fargo
Wells Fargo
California
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
226
ACG Wealth
Georgia
$1.36M -$180K -1,942 -12%
Prudential Financial
227
Prudential Financial
New Jersey
$1.36M +$698K +7,531 +106%
MHS
228
M Holdings Securities
Oregon
$1.35M +$30K +324 +2%
Millennium Management
229
Millennium Management
New York
$1.33M +$456K +4,916 +52%
AIP
230
Ameritas Investment Partners
Nebraska
$1.32M -$79.9K -862 -6%
OBWP
231
O'Brien Wealth Partners
Massachusetts
$1.31M -$485K -5,234 -27%
ATC
232
Argent Trust Co
Tennessee
$1.28M +$286K +3,084 +29%
VFA
233
Voya Financial Advisors
Connecticut
$1.26M -$1.77M -19,129 -58%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$436K +4,705 +53%
FIM
235
Freedom Investment Management
Connecticut
$1.26M +$377K +4,062 +43%
B
236
Barings
North Carolina
$1.25M -$55.6K -600 -4%
Neuberger Berman Group
237
Neuberger Berman Group
New York
$1.25M -$42.7K -461 -3%
KFA
238
Kays Financial Advisory
Georgia
$1.22M +$75.7K +817 +7%
AFP
239
Ausdal Financial Partners
Iowa
$1.21M -$16.6K -179 -1%
JFA
240
Johanson Financial Advisors
California
$1.21M -$9.83K -106 -0.8%
TC
241
Telemus Capital
Michigan
$1.2M -$3.17M -34,160 -73%
GT
242
Glenmede Trust
Pennsylvania
$1.2M -$648K -6,989 -35%
FWCM
243
Ferguson Wellman Capital Management
Oregon
$1.19M +$100K +1,080 +9%
PPA
244
Parametric Portfolio Associates
Washington
$1.18M +$81.7K +881 +7%
BFG
245
Bouchey Financial Group
New York
$1.15M -$1.86K -20 -0.2%
RVPG
246
Relative Value Partners Group
$1.15M – – –
PA
247
Pinnacle Associates
New York
$1.14M +$93 +1 +0%
LP
248
LGL Partners
Pennsylvania
$1.14M +$533K +5,752 +88%
AMCA
249
Arthur M. Cohen & Associates
Illinois
$1.14M +$2.6K +28 +0.2%
CS
250
Credit Suisse
Switzerland
$1.14M -$1.2M -12,974 -51%
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