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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 %
TF
301
TIAA FSB
Florida
$1.11M -$515K -5,752 -32%
CG
302
Corundum Group
Colorado
$1.11M +$1.11M +12,340 New
LP
303
LGL Partners
Pennsylvania
$1.1M +$448 +5 +0%
SCM
304
Smith Capital Management
Arkansas
$1.09M +$1.09M +12,147 New
CBN
305
Cadence Bank NA
Texas
$1.08M +$151K +1,688 +16%
NFC
306
Northeast Financial Consultants
Connecticut
$1.07M +$1.07M +11,993 New
AIP
307
Ameritas Investment Partners
Nebraska
$1.06M -$46.5K -519 -4%
TSWM
308
Triangle Securities Wealth Management
North Carolina
$1.06M +$5.19K +58 +0.5%
BHTS
309
Bar Harbor Trust Services
Maine
$1.05M -$331K -3,699 -24%
NFG
310
Next Financial Group
Texas
$1.04M +$895K +9,992 +624%
CAL
311
Capital Analysts LLC
Pennsylvania
$1.02M +$25.3K +283 +3%
CL
312
Choreo LLC
Illinois
$1.01M -$31K -346 -3%
CAC
313
Certified Advisory Corp
Florida
$999K +$10.7K +120 +1%
Lido Advisors
314
Lido Advisors
California
$989K +$17.4K +194 +2%
LWS
315
Lucia Wealth Services
California
$987K +$53.8K +601 +6%
BFG
316
Bouchey Financial Group
New York
$985K -$103K -1,150 -9%
CCA
317
Conservest Capital Advisors
Pennsylvania
$985K +$74.4K +831 +8%
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$981K -$4.84K -54 -0.5%
WWM
319
Western Wealth Management
Colorado
$980K +$980K +10,926 New
KeyBank National Association
320
KeyBank National Association
Ohio
$965K +$26.9K +300 +3%
ACM
321
Avalon Capital Management
California
$962K -$3.29M -36,738 -77%
FIM
322
Freedom Investment Management
Connecticut
$953K -$181K -2,018 -16%
PIM
323
Penobscot Investment Management
Massachusetts
$951K -$50.6K -565 -5%
GEA
324
Glen Eagle Advisors
New Jersey
$936K +$2.6K +29 +0.3%
AWA
325
Acorn Wealth Advisors
Michigan
$923K +$13.9K +152 +2%
11 12
13
14 15