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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
1
Cornerstone Wealth Management
Missouri
$72.4M
2
FCI
2
Financial Counselors Inc
Kansas
$16.7M
3
RJA
3
Raymond James & Associates
Florida
$344M
4
AF
4
Allworth Financial
California
$6.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.89M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$31.8M
2
Bessemer Group
2
Bessemer Group
New Jersey
$150K
3
Ameriprise
3
Ameriprise
Minnesota
$253M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$43.1M
5
Wells Fargo
5
Wells Fargo
California
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
376
Guyasuta Investment Advisors
Pennsylvania
$459K – – –
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$458K +$29.4K +317 +7%
CCP
378
Corient Capital Partners
California
$457K -$114K -1,235 -20%
SGAM
379
Steinberg Global Asset Management
Florida
$450K +$46.4K +500 +11%
TSS
380
Two Sigma Securities
New York
$449K -$1.31M -14,163 -75%
OWD
381
Osborn Williams & Donohoe
Ohio
$444K +$4.17K +45 +0.9%
MWA
382
MFA Wealth Advisors
Pennsylvania
$443K +$443K +4,566 New
EDRH
383
Edmond de Rothschild Holding
Switzerland
$440K -$27.8K -300 -6%
SBSB
384
Sullivan, Bruyette, Speros & Blaney
Virginia
$430K – – –
WWM
385
Wagner Wealth Management
South Carolina
$429K – – –
SAM
386
Sequent Asset Management
Texas
$429K +$105K +1,136 +32%
EWM
387
Evercore Wealth Management
New York
$428K – – –
KPAG
388
KLS Professional Advisors Group
New York
$423K – – –
B
389
Bailard
California
$414K -$20K -215 -5%
AI
390
Accredited Investors
Minnesota
$413K +$413K +4,452 New
NIA
391
Northstar Investment Advisors
Colorado
$410K +$17.1K +185 +4%
SFG
392
SNS Financial Group
Minnesota
$409K +$2.78K +30 +0.7%
CCFCSB
393
Cape Cod Five Cents Savings Bank
Massachusetts
$408K -$74.2K -800 -15%
PWM
394
Patriot Wealth Management
Texas
$408K – – –
SHWM
395
Smith & Howard Wealth Management
Georgia
$407K +$164K +1,770 +68%
EVM
396
Eaton Vance Management
Massachusetts
$406K -$238K -2,561 -37%
CB
397
Commerce Bank
Missouri
$405K -$13.9K -150 -3%
UBG
398
United Bank (Georgia)
Georgia
$399K -$71.7K -774 -15%
SC
399
Savant Capital
Illinois
$395K – – –
HA
400
Harfst & Associates
Wyoming
$387K -$78.8K -852 -17%
14 15
16
17 18