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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 %
VA
251
Valmark Advisers
Ohio
$1.13M -$22.2K -240 -2%
DSC
252
Duncker Streett & Co
Missouri
$1.12M +$2.41K +26 +0.2%
WPC
253
White Pine Capital
Minnesota
$1.11M +$9.27K +100 +0.8%
TF
254
TIAA FSB
Florida
$1.11M -$42.3K -456 -4%
JIC
255
Johnson Investment Counsel
Ohio
$1.1M -$22K -237 -2%
CL
256
Choreo LLC
Illinois
$1.08M -$86K -928 -7%
TSWM
257
Triangle Securities Wealth Management
North Carolina
$1.07M -$68.5K -739 -6%
TC
258
Trilogy Capital
California
$1.07M -$342K -3,685 -24%
UBV
259
United Bank (Virginia)
Virginia
$1.05M +$623K +6,716 +144%
BAS
260
Brown Advisory Securities
Maryland
$1.05M -$135K -1,451 -11%
PIM
261
Penobscot Investment Management
Massachusetts
$1.04M -$40.8K -440 -4%
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$1.02M -$62.3K -672 -6%
CAC
263
Certified Advisory Corp
Florida
$1.01M -$35.5K -383 -3%
CCA
264
Conservest Capital Advisors
Pennsylvania
$1.01M -$18.4K -198 -2%
LWS
265
Lucia Wealth Services
California
$979K -$9.64K -104 -1%
GEA
266
Glen Eagle Advisors
New Jersey
$976K -$22.4K -242 -2%
KeyBank National Association
267
KeyBank National Association
Ohio
$971K – – –
CAL
268
Capital Analysts LLC
Pennsylvania
$969K -$12.9K -139 -1%
Citadel Advisors
269
Citadel Advisors
Florida
$967K -$426K -4,600 -31%
CBN
270
Cadence Bank NA
Texas
$962K -$67.2K -725 -7%
RWP
271
RWA Wealth Partners
Massachusetts
$954K +$46.8K +505 +5%
Mariner
272
Mariner
Kansas
$937K -$62.8K -677 -6%
PPSG
273
Princeton Portfolio Strategies Group
New Jersey
$932K +$72.8K +785 +8%
Lido Advisors
274
Lido Advisors
California
$914K -$143K -1,548 -14%
BFA
275
Beaumont Financial Advisors
Massachusetts
$902K -$201K -2,169 -18%
9 10
11
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