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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 %
FPFS
326
First Personal Financial Services
North Carolina
$621K -$27.8K -300 -4%
AP
327
Appleton Partners
Massachusetts
$620K +$30.1K +325 +5%
FMBTD
328
First Midwest Bank Trust Division
Illinois
$619K – – –
RCAG
329
Rehmann Capital Advisory Group
Michigan
$618K +$296K +3,190 +92%
SWM
330
SeaCrest Wealth Management
New York
$617K +$6.59K +71 +1%
DCM
331
Donaldson Capital Management
Indiana
$614K -$7.42K -80 -1%
SS
332
Sunbelt Securities
Texas
$609K +$1.48K +16 +0.2%
CCM
333
Canal Capital Management
Virginia
$607K +$1.39K +15 +0.2%
F
334
F3Logic
Minnesota
$600K -$351K -3,790 -37%
TAM
335
Tocqueville Asset Management
New York
$598K -$18.5K -200 -3%
JWBC
336
J.W. Burns & Co
New York
$598K +$8.44K +91 +1%
VIA
337
Vantage Investment Advisors
Pennsylvania
$587K – – –
CSIC
338
Clifford Swan Investment Counsel
California
$582K – – –
GWS
339
Glassman Wealth Services
Virginia
$577K – – –
FAG
340
Financial Advisory Group
Texas
$570K -$210K -2,266 -27%
MRC
341
Millburn Ridgefield Corp
New York
$567K +$148K +1,598 +35%
RWM
342
Ritholtz Wealth Management
New York
$555K -$9.91K -107 -2%
SFG
343
SevenBridge Financial Group
Pennsylvania
$554K +$52.7K +569 +11%
WEC
344
Winslow Evans & Crocker
Massachusetts
$552K +$60.8K +652 +12%
LSAG
345
Lake Street Advisors Group
New Hampshire
$547K -$578K -6,235 -51%
NCM
346
New Capital Management
Texas
$543K – – –
CA
347
Cambridge Advisors
Nebraska
$539K – – –
SMC
348
Smith, Moore & Co
Missouri
$536K +$2.87K +31 +0.5%
ST
349
Smithfield Trust
Pennsylvania
$535K – – –
MFBTD
350
MB Financial Bank - Trust Department
Illinois
$533K -$4.64K -50 -0.9%
12 13
14
15 16