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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

729 hedge funds and large institutions have $6.36B invested in SPDR S&P Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 233 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+82
Holders Change %
+12.67%
% of All Funds
16.27%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
1.54%
New
134
Increased
233
Reduced
207
Closed
45
Calls
$10.3M
Puts
$4.63M
Net Calls
+$5.68M
Net Calls Change
+$4.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$460M
2
Bank of America
2
Bank of America
North Carolina
$702M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$252M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.14M
2
Ameriprise
2
Ameriprise
Minnesota
$209M
3
HNB
3
Huntington National Bank
Ohio
$28.9M
4
CIA
4
Capital Investment Advisors
Georgia
$93.1M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Chemical Bank
Michigan
$1.99M +$278K +3,108 +16%
MWA
227
Meridian Wealth Advisors
Texas
$1.98M +$1.98M +22,165 New
HCA
228
Harbour Capital Advisors
Virginia
$1.93M -$1.4M -15,645 -42%
CT
229
Coastline Trust
Rhode Island
$1.92M +$58.2K +650 +3%
DW
230
Domani Wealth
Pennsylvania
$1.9M -$139K -1,551 -7%
BAM
231
Belpointe Asset Management
Nevada
$1.9M -$3.01M -33,659 -61%
AC
232
Abbrea Capital
California
$1.9M +$17.1K +191 +0.9%
PBO
233
Peoples Bank (Ohio)
Ohio
$1.89M -$48.3K -540 -2%
HFA
234
High Falls Advisors
New York
$1.83M +$716 +8 +0%
Citadel Advisors
235
Citadel Advisors
Florida
$1.78M +$500K +5,580 +39%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$1.76M +$1.76M +19,692 New
DC
237
Davenport & Co
Virginia
$1.75M +$55.8K +623 +3%
OAM
238
Occidental Asset Management
California
$1.73M +$22.9K +256 +1%
MLFP
239
MPS Loria Financial Planners
Illinois
$1.73M -$39.6K -442 -2%
DMC
240
Drexel Morgan & Co
Pennsylvania
$1.71M -$39.6K -443 -2%
DAS
241
Dynamic Advisor Solutions
Arizona
$1.68M -$639K -6,815 -28%
KWM
242
Kingsview Wealth Management
Oregon
$1.68M +$117K +1,311 +8%
BFC
243
Blue Fin Capital
Rhode Island
$1.66M +$1.25K +14 +0.1%
PWAC
244
Private Wealth Advisors (California)
California
$1.64M +$1.64M +18,319 New
CCG
245
Cypress Capital Group
Florida
$1.63M +$333K +3,719 +26%
BSW
246
Buckingham Strategic Wealth
Missouri
$1.6M -$247K -2,762 -13%
IWA
247
Intercontinental Wealth Advisors
Texas
$1.59M -$1.7K -19 -0.1%
DBIA
248
Dumont & Blake Investment Advisors
New Jersey
$1.58M -$40.3K -450 -2%
YWP
249
YorkBridge Wealth Partners
New York
$1.57M +$1.07K +12 +0.1%
BOPW
250
Brandywine Oak Private Wealth
Pennsylvania
$1.56M +$1.56M +15,518 New
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