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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 %
TH
401
TCTC Holdings
Texas
$392K – – –
BWM
402
Brickley Wealth Management
California
$392K +$392K +4,000 New
NIA
403
Northstar Investment Advisors
Colorado
$387K -$46.5K -475 -11%
AIP
404
Almanack Investment Partners
Pennsylvania
$386K -$123K -1,264 -24%
ADL
405
Asset Dedication LLC
California
$385K -$6.57K -67 -2%
CAM
406
Covenant Asset Management
New Jersey
$385K – – –
LWA
407
Lenox Wealth Advisors
New York
$383K – – –
FFBTD
408
First Financial Bank - Trust Division
Ohio
$380K -$4.02K -41 -1%
BCA
409
Bray Capital Advisors
Florida
$373K -$34.2K -350 -8%
KWMG
410
King Wealth Management Group
Florida
$372K -$25K -256 -6%
EWM
411
Empirical Wealth Management
Washington
$372K +$46.1K +471 +14%
CFA
412
Carroll Financial Associates
North Carolina
$371K +$294 +3 +0.1%
BO
413
Bank OZK
Arkansas
$370K +$36.3K +371 +11%
S
414
SignatureFD
Georgia
$369K +$391 +4 +0.1%
MWM
415
Mission Wealth Management
California
$366K – – –
VNA
416
Valley National Advisers
Pennsylvania
$365K +$49.1K +502 +16%
FAB
417
First American Bank
Illinois
$362K +$362K +3,694 New
WWM
418
Windsor Wealth Management
Indiana
$359K – – –
WF
419
WoodTrust Financial
Wisconsin
$357K -$1.96K -20 -0.5%
EWA
420
Exencial Wealth Advisors
Oklahoma
$354K -$18.1K -185 -5%
CCM
421
Coldstream Capital Management
Washington
$354K -$9.8K -100 -3%
FA
422
FDx Advisors
Illinois
$351K -$3.13M -31,922 -90%
IGGA
423
Iron Gate Global Advisors
Utah
$347K -$24.5K -250 -7%
NEPWA
424
New England Private Wealth Advisors
Massachusetts
$346K +$587 +6 +0.2%
BMM
425
Buffington Mohr McNeal
Idaho
$343K – – –
15 16
17
18 19