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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

647 hedge funds and large institutions have $5.21B invested in SPDR S&P Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 205 increasing their positions, 237 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+6
Holders Change %
+0.94%
% of All Funds
14.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.12%
New
46
Increased
205
Reduced
237
Closed
36
Calls
$5.6M
Puts
$3.95M
Net Calls
+$1.66M
Net Calls Change
+$33K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$333M
2
PAG
Private Advisor Group
New Jersey
$21M
3
RJA
Raymond James & Associates
Florida
$375M
4
MML Investors Services
MML Investors Services
Massachusetts
$58M
5
Morgan Stanley
Morgan Stanley
New York
$377M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$17.5M
2
CWM
Cornerstone Wealth Management
Missouri
$12.2M
3
HNB
Huntington National Bank
Ohio
$32M
4
SB
Suntrust Banks
Georgia
$125M
5
Bank of America
Bank of America
North Carolina
$559M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
276
Glen Eagle Advisors
New Jersey
$1.02M -$9.01K -92 -0.9%
LWS
277
Lucia Wealth Services
California
$1.02M -$13.2K -135 -1%
CBN
278
Cadence Bank NA
Texas
$1.02M -$2.06K -21 -0.2%
RWP
279
RWA Wealth Partners
Massachusetts
$1.01M – – –
CCA
280
Conservest Capital Advisors
Pennsylvania
$996K -$68.9K -704 -6%
BFA
281
Beaumont Financial Advisors
Massachusetts
$953K +$196 +2 +0%
SBH
282
Segall Bryant & Hamill
Illinois
$953K +$89.1K +910 +10%
CCM
283
Compton Capital Management
Rhode Island
$948K – – –
AWA
284
Acorn Wealth Advisors
Michigan
$939K +$911K +9,672 +3,290%
FWP
285
FAS Wealth Partners
Kansas
$930K +$186K +1,902 +25%
SIC
286
Shoker Investment Counsel
Ohio
$928K -$4.21K -43 -0.5%
FPGK
287
Financial Partners Group (Kansas)
Kansas
$928K +$151K +1,540 +19%
CBU
288
CIBC Bank USA
Illinois
$924K – – –
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$920K -$6.95K -71 -0.8%
AC
290
Addison Capital
Pennsylvania
$912K -$14.7K -150 -2%
NL
291
NVWM LLC
Pennsylvania
$909K -$41.2K -421 -4%
SA
292
SRH Advisors
Kansas
$908K – – –
CFD
293
Creative Financial Designs
Indiana
$897K -$9.89K -101 -1%
MC
294
Mathes Company
New York
$876K – – –
SFSIG
295
San Francisco Sentry Investment Group
California
$866K -$5.97K -61 -0.7%
UR
296
USCA RIA
Texas
$862K +$45K +459 +6%
RMCM
297
Reynders McVeigh Capital Management
Massachusetts
$861K – – –
RG
298
Rikoon Group
New Mexico
$857K -$21K -215 -2%
CFMC
299
Curbstone Financial Management Corp
New Hampshire
$832K – – –
PTC
300
Private Trust Company
Ohio
$823K -$72.1K -737 -8%
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