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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 %
ASN
376
Advisory Services Network
Georgia
$475K -$24.4K -249 -5%
SGAM
377
Steinberg Global Asset Management
Florida
$475K – – –
OWD
378
Osborn Williams & Donohoe
Ohio
$469K – – –
EDRH
379
Edmond de Rothschild Holding
Switzerland
$465K – – –
SAM
380
Sequent Asset Management
Texas
$454K – – –
WWM
381
Wagner Wealth Management
South Carolina
$454K – – –
EWM
382
Evercore Wealth Management
New York
$452K – – –
SC
383
Savant Capital
Illinois
$448K +$29.8K +304 +7%
KPAG
384
KLS Professional Advisors Group
New York
$447K – – –
HC
385
Hourglass Capital
Texas
$446K -$116K -1,180 -21%
FB
386
Fulton Bank
Pennsylvania
$445K +$445K +4,531 New
SBSB
387
Sullivan, Bruyette, Speros & Blaney
Virginia
$439K -$15K -153 -3%
WP
388
WMS Partners
Maryland
$435K -$74.6K -761 -15%
SFG
389
SNS Financial Group
Minnesota
$432K – – –
PWM
390
Patriot Wealth Management
Texas
$431K – – –
CCFCSB
391
Cape Cod Five Cents Savings Bank
Massachusetts
$431K – – –
CB
392
Commerce Bank
Missouri
$428K – – –
SHWM
393
Smith & Howard Wealth Management
Georgia
$427K -$3.04K -31 -0.7%
B
394
Bailard
California
$417K -$19.6K -200 -4%
UBG
395
United Bank (Georgia)
Georgia
$416K -$5.68K -58 -1%
HA
396
Harfst & Associates
Wyoming
$409K – – –
EVM
397
Eaton Vance Management
Massachusetts
$404K -$24.5K -250 -6%
PWMAG
398
Pinnacle Wealth Management Advisory Group
New Jersey
$401K -$114K -1,160 -22%
LC
399
Lourd Capital
California
$401K +$401K +4,097 New
LPC
400
Loeb Partners Corp
New York
$392K -$490K -5,000 -56%
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