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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 %
NWP
301
Northstar Wealth Partners
Connecticut
$753K – – –
OIA
302
OneDigital Investment Advisors
Kansas
$742K -$482K -5,204 -39%
FPGK
303
Financial Partners Group (Kansas)
Kansas
$736K +$185 +2 +0%
BFO
304
Boston Family Office
Massachusetts
$735K -$48.2K -520 -6%
SFA
305
Sequoia Financial Advisors
Ohio
$731K – – –
RFC
306
Regions Financial Corp
Alabama
$728K +$162K +1,754 +29%
MC
307
Moors & Cabot
Massachusetts
$724K -$827K -8,939 -53%
KSA
308
Ken Stern & Associates
California
$723K +$41K +442 +6%
SSB
309
Sandy Spring Bank
Maryland
$720K -$94.5K -1,020 -12%
TWA
310
TCI Wealth Advisors
Arizona
$718K -$42.3K -456 -6%
AA
311
Ancora Advisors
Ohio
$716K -$45.7K -493 -6%
FWP
312
FAS Wealth Partners
Kansas
$704K +$66.7K +719 +10%
VC
313
Vicus Capital
Pennsylvania
$694K -$50.9K -549 -7%
GLA
314
Good Life Advisors
Pennsylvania
$688K -$114K -1,225 -14%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$672K -$4.64K -50 -0.7%
NFG
316
Nadler Financial Group
Illinois
$669K -$37.1K -400 -5%
FHC
317
First Heartland Consultants
Missouri
$669K -$7.51K -81 -1%
AI
318
Atria Investments
North Carolina
$662K -$1.19M -12,829 -64%
AWS
319
AJ Wealth Strategies
New York
$661K -$299K -3,223 -31%
SG Americas Securities
320
SG Americas Securities
New York
$647K -$5.45M -58,735 -89%
DY
321
Dowling & Yahnke
California
$637K -$5.75K -62 -0.9%
BC
322
Burleson & Co
California
$625K +$371 +4 +0.1%
KA
323
Kovack Advisors
Florida
$624K -$345K -3,719 -36%
DT
324
Diversified Trust
Tennessee
$622K – – –
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$622K +$10.5K +113 +2%
11 12
13
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