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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 %
NL
276
NVWM LLC
Pennsylvania
$899K -$51K -550 -5%
CCM
277
Compton Capital Management
Rhode Island
$898K -$7.88K -85 -0.9%
SEI Investments
278
SEI Investments
Pennsylvania
$893K +$21K +227 +2%
SIC
279
Shoker Investment Counsel
Ohio
$883K -$41.7K -450 -5%
AC
280
Addison Capital
Pennsylvania
$878K +$20.1K +217 +2%
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$877K -$42.3K -456 -5%
CBU
282
CIBC Bank USA
Illinois
$875K -$167K -1,795 -16%
CFD
283
Creative Financial Designs
Indiana
$859K -$27.2K -293 -3%
SA
284
SRH Advisors
Kansas
$859K +$10.2K +110 +1%
PTC
285
Private Trust Company
Ohio
$848K +$221K +2,386 +35%
CAM
286
Crestone Asset Management
Colorado
$837K – – –
LPC
287
Loeb Partners Corp
New York
$834K +$834K +9,000 New
RG
288
Rikoon Group
New Mexico
$832K -$136K -1,464 -14%
MC
289
Mathes Company
New York
$830K – – –
SFSIG
290
San Francisco Sentry Investment Group
California
$826K +$19.8K +213 +2%
AL
291
Aspiriant LLC
California
$821K -$257K -2,778 -24%
SBH
292
Segall Bryant & Hamill
Illinois
$817K +$239K +2,577 +41%
RMCM
293
Reynders McVeigh Capital Management
Massachusetts
$815K – – –
BAM
294
Belpointe Asset Management
Nevada
$799K +$185 +2 +0%
CFMC
295
Curbstone Financial Management Corp
New Hampshire
$788K -$13.9K -150 -2%
PSF
296
Pacific Sun Financial
California
$780K -$119K -1,220 -13%
BHWM
297
Bar Harbor Wealth Management
New Hampshire
$773K – – –
UR
298
USCA RIA
Texas
$773K +$294K +3,168 +61%
FPS
299
Fieldpoint Private Securities
Connecticut
$768K – – –
MMPW
300
Mitchell McLeod Pugh & Williams
Alabama
$764K -$28.5K -308 -4%
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12
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