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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 %
SMFS
251
Squar Milner Financial Services
California
$1.55M +$183K +2,043 +13%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$1.55M -$287K -3,209 -16%
PWM
253
PRW Wealth Management
Massachusetts
$1.53M +$1.53M +17,108 New
SCM
254
Sterling Capital Management
North Carolina
$1.49M +$1.49M +16,586 New
BJL
255
Brighton Jones LLC
Washington
$1.46M +$83.2K +929 +6%
ATC
256
Argent Trust Co
Tennessee
$1.45M +$19.7K +220 +1%
SEIA
257
Signature Estate & Investment Advisors
California
$1.43M +$1.43M +15,972 New
PVH
258
Psagot Value Holdings
Israel
$1.43M – – –
FA
259
FCG Advisors
New Jersey
$1.4M +$7.7K +86 +0.6%
LWAC
260
Laurel Wealth Advisors (California)
California
$1.4M -$23.5K -263 -2%
TCM
261
Tufton Capital Management
Maryland
$1.4M -$102K -1,140 -7%
APP
262
Avantax Planning Partners
Iowa
$1.39M – – –
PAM
263
Palisade Asset Management
Minnesota
$1.38M -$1.16K -13 -0.1%
VWM
264
Valley Wealth Managers
New Jersey
$1.38M +$1.38M +15,387 New
KL
265
KWMG LLC
Kansas
$1.38M +$1.35M +15,125 +6,302%
PMFA
266
Plante Moran Financial Advisors
Michigan
$1.37M +$92.2K +1,030 +7%
SMFG
267
Sumitomo Mitsui Financial Group
Japan
$1.37M +$433K +4,879 +46%
MHS
268
M Holdings Securities
Oregon
$1.37M +$64.3K +718 +5%
SMG
269
Smart Money Group
Texas
$1.34M +$716 +8 +0.1%
LFAS
270
Level Four Advisory Services
Texas
$1.34M -$235K -2,627 -15%
TFCP
271
Twin Focus Capital Partners
Massachusetts
$1.33M -$21.8K -243 -2%
IC
272
InterOcean Capital
Illinois
$1.32M – – –
OBWP
273
O'Brien Wealth Partners
Massachusetts
$1.31M -$414K -4,472 -24%
PFS
274
Prospera Financial Services
Texas
$1.3M -$114K -1,269 -8%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$80.3K -897 -6%
9 10
11
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