SDY icon

SPDR S&P Dividend ETF

643 hedge funds and large institutions have $4.99B invested in SPDR S&P Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-17
Holders Change %
-2.58%
% of All Funds
14.76%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.26%
New
54
Increased
192
Reduced
267
Closed
64
Calls
$6.16M
Puts
$4.32M
Net Calls
+$1.84M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
326
Nadler Financial Group
Illinois
$695K -$75.4K -826 -10%
HFP
327
Holistic Financial Partners
Indiana
$688K -$157K -1,718 -19%
KSA
328
Ken Stern & Associates
California
$671K -$76K -834 -10%
FHC
329
First Heartland Consultants
Missouri
$665K -$23.6K -259 -3%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$665K +$25.9K +284 +4%
Prudential Financial
331
Prudential Financial
New Jersey
$648K +$82.1K +900 +15%
FPFS
332
First Personal Financial Services
North Carolina
$638K
DY
333
Dowling & Yahnke
California
$632K -$345K -3,784 -35%
EVM
334
Eaton Vance Management
Massachusetts
$632K +$316K +3,469 +100%
FWP
335
FAS Wealth Partners
Kansas
$627K -$103K -1,129 -14%
PTC
336
Private Trust Company
Ohio
$616K +$41.2K +452 +7%
BC
337
Burleson & Co
California
$614K -$4.56K -50 -0.7%
DT
338
Diversified Trust
Tennessee
$612K -$52.4K -575 -8%
DCM
339
Donaldson Capital Management
Indiana
$611K -$75K -822 -11%
FMBTD
340
First Midwest Bank Trust Division
Illinois
$609K
TAM
341
Tocqueville Asset Management
New York
$606K -$108K -1,185 -15%
LNWWM
342
Laird Norton Wetherby Wealth Management
California
$601K +$9.85K +108 +2%
SWM
343
SeaCrest Wealth Management
New York
$600K +$31.1K +341 +5%
CWM
344
Calamos Wealth Management
Illinois
$600K +$161K +1,760 +37%
LP
345
LGL Partners
Pennsylvania
$599K +$274 +3 +0%
SS
346
Sunbelt Securities
Texas
$598K +$21K +230 +4%
CCM
347
Canal Capital Management
Virginia
$596K +$97.7K +1,071 +20%
AP
348
Appleton Partners
Massachusetts
$581K -$5.93K -65 -1%
JWBC
349
J.W. Burns & Co
New York
$580K
VIA
350
Vantage Investment Advisors
Pennsylvania
$578K +$66K +723 +13%