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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

729 hedge funds and large institutions have $6.36B invested in SPDR S&P Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 233 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+82
Holders Change %
+12.67%
% of All Funds
16.27%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
1.54%
New
134
Increased
233
Reduced
207
Closed
45
Calls
$10.3M
Puts
$4.63M
Net Calls
+$5.68M
Net Calls Change
+$4.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$460M
2
Bank of America
2
Bank of America
North Carolina
$702M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$252M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.14M
2
Ameriprise
2
Ameriprise
Minnesota
$209M
3
HNB
3
Huntington National Bank
Ohio
$28.9M
4
CIA
4
Capital Investment Advisors
Georgia
$93.1M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
376
Aspiriant LLC
California
$625K -$7.54K -84 -1%
HWA
377
HHM Wealth Advisors
Tennessee
$617K +$617K +6,893 New
SWA
378
Stratos Wealth Advisors
Ohio
$615K +$615K +6,870 New
UBS AM
379
UBS AM
Illinois
$612K +$398K +4,448 +187%
BC
380
Burleson & Co
California
$611K -$57.3K -578 -9%
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$610K – – –
AWM
382
AE Wealth Management
Kansas
$609K +$102K +1,141 +20%
AP
383
Appleton Partners
Massachusetts
$608K -$12.5K -140 -2%
UBG
384
United Bank (Georgia)
Georgia
$606K +$225K +2,514 +59%
CCM
385
Compton Capital Management
Rhode Island
$605K -$262K -2,925 -30%
SFS
386
Summit Financial Strategies
Ohio
$603K +$603K +6,731 New
FPFS
387
First Personal Financial Services
North Carolina
$600K – – –
KA
388
Kovack Advisors
Florida
$593K -$43.9K -491 -7%
AIA
389
Arcadia Investment Advisors
Idaho
$576K +$576K +6,438 New
CDIA
390
Capital Directions Investment Advisors
Georgia
$572K – – –
SCA
391
Snowden Capital Advisors
New York
$571K +$108K +1,204 +23%
RPA
392
Rock Point Advisors
Vermont
$566K +$566K +6,320 New
DC
393
Derby & Company
Massachusetts
$565K +$22.8K +255 +4%
GWS
394
Glassman Wealth Services
Virginia
$558K – – –
ZIM
395
Zacks Investment Management
Illinois
$558K +$558K +6,228 New
MA
396
MUFG Americas
New York
$556K +$262K +2,920 +89%
SSB
397
Sandy Spring Bank
Maryland
$554K -$132K -1,480 -19%
PSUF
398
People's United Financial
Connecticut
$554K +$358 +4 +0.1%
SGAM
399
Steinberg Global Asset Management
Florida
$554K +$119K +1,332 +27%
WEC
400
Winslow Evans & Crocker
Massachusetts
$546K -$6.1K -68 -1%
14 15
16
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