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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

647 hedge funds and large institutions have $5.21B invested in SPDR S&P Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 205 increasing their positions, 237 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+6
Holders Change %
+0.94%
% of All Funds
14.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.12%
New
46
Increased
205
Reduced
237
Closed
36
Calls
$5.6M
Puts
$3.95M
Net Calls
+$1.66M
Net Calls Change
+$33K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$18.8M
2
PAG
Private Advisor Group
New Jersey
+$16.6M
3
RJA
Raymond James & Associates
Florida
+$12.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$12.4M
5
Morgan Stanley
Morgan Stanley
New York
+$9.92M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$159M
2
CWM
Cornerstone Wealth Management
Missouri
-$60.7M
3
HNB
Huntington National Bank
Ohio
-$31.8M
4
SB
Suntrust Banks
Georgia
-$22.3M
5
Bank of America
Bank of America
North Carolina
-$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
AE Wealth Management
Kansas
$554K +$153K +1,565 +38%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$550K +$20.6K +210 +4%
LIM
353
Loudon Investment Management
New Hampshire
$550K +$32.8K +335 +6%
HCM
354
Hengehold Capital Management
Ohio
$546K – – –
SMC
355
Smith, Moore & Co
Missouri
$543K -$23.6K -241 -4%
BRWA
356
B. Riley Wealth Advisors
Florida
$541K -$17.7K -181 -3%
BWM
357
BigSur Wealth Management
Florida
$539K – – –
WAP
358
Wealthcare Advisory Partners
Pennsylvania
$528K +$44.6K +456 +9%
ACP
359
Ashfield Capital Partners
California
$524K +$14.7K +150 +3%
ST
360
Smithfield Trust
Pennsylvania
$522K -$44.1K -450 -8%
PAM
361
Peak Asset Management
Colorado
$519K – – –
KJWM
362
Kiley Juergens Wealth Management
Washington
$519K – – –
FNT
363
First National Trust
Pennsylvania
$516K +$20.3K +207 +4%
CWM
364
Calamos Wealth Management
Illinois
$515K – – –
PWW
365
Pettyjohn Wood & White
Virginia
$514K -$39.2K -400 -7%
FAG
366
Financial Advisory Group
Texas
$509K -$93.3K -952 -15%
Cerity Partners
367
Cerity Partners
New York
$509K -$17.4K -178 -3%
SCA
368
Snowden Capital Advisors
New York
$507K +$104K +1,066 +26%
NFG
369
Nadler Financial Group
Illinois
$507K -$200K -2,043 -28%
FLPIM
370
F.L. Putnam Investment Management
Massachusetts
$495K -$22K -225 -4%
BA
371
Birinyi Associates
Connecticut
$493K +$98K +1,000 +25%
AIM
372
Acropolis Investment Management
Missouri
$489K – – –
GIA
373
Guyasuta Investment Advisors
Pennsylvania
$485K – – –
CCP
374
Corient Capital Partners
California
$483K – – –
SAM
375
Sawgrass Asset Management
Florida
$475K -$28.9K -295 -6%
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