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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 %
BAC
276
Boys Arnold & Co
North Carolina
$1.29M -$142K -1,600 -10%
AAS
277
Avantax Advisory Services
Texas
$1.28M +$1.28M +14,368 New
PPA
278
Parametric Portfolio Associates
Washington
$1.26M -$46.6K -520 -4%
Koshinski Asset Management
279
Koshinski Asset Management
Illinois
$1.26M -$278K -3,100 -18%
BPCE
280
Bank Pictet & Cie (Europe)
Germany
$1.25M – – –
PFM
281
Phillips Financial Management
Indiana
$1.25M +$1.25M +13,909 New
FWCM
282
Ferguson Wellman Capital Management
Oregon
$1.23M -$17K -190 -1%
AW
283
ACG Wealth
Georgia
$1.22M -$106K -1,182 -8%
BPA
284
Beacon Pointe Advisors
California
$1.21M +$1.21M +13,502 New
B
285
Barings
North Carolina
$1.2M – – –
TC
286
Telemus Capital
Michigan
$1.19M +$30.3K +338 +3%
SS
287
Simplicity Solutions
Minnesota
$1.19M +$1.19M +13,279 New
BAS
288
Brown Advisory Securities
Maryland
$1.18M +$171K +1,922 +17%
JFA
289
Johanson Financial Advisors
California
$1.17M +$65.8K +734 +6%
DSC
290
Duncker Streett & Co
Missouri
$1.17M +$2.6K +29 +0.2%
AF
291
Advisornet Financial
Minnesota
$1.17M -$153K -1,712 -12%
Prudential Financial
292
Prudential Financial
New Jersey
$1.17M -$110K -1,230 -9%
CAAS
293
Capital Asset Advisory Services
Michigan
$1.17M +$1.17M +13,063 New
WPC
294
White Pine Capital
Minnesota
$1.16M -$8.95K -100 -0.8%
HFS
295
HL Financial Services
Kentucky
$1.15M +$1.15M +12,820 New
JIC
296
Johnson Investment Counsel
Ohio
$1.14M +$26.9K +300 +2%
KFA
297
Kays Financial Advisory
Georgia
$1.14M +$25.5K +285 +2%
SXL
298
Summit X LLC
Missouri
$1.13M +$1.13M +15,144 New
VA
299
Valmark Advisers
Ohio
$1.11M +$55.8K +624 +5%
RVPG
300
Relative Value Partners Group
$1.11M – – –
10 11
12
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