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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 %
OIA
426
Optimum Investment Advisors
Illinois
$339K +$1.47K +15 +0.4%
FANJ
427
Financial Architects (New Jersey)
New Jersey
$338K -$10.3K -105 -3%
PWM
428
Perigon Wealth Management
California
$338K +$34.3K +350 +11%
TI
429
Truepoint Inc
Ohio
$337K – – –
BDF
430
Balasa Dinverno & Foltz
$334K – – –
BCP
431
Berkeley Capital Partners
Georgia
$332K -$7.06K -72 -2%
CA
432
Crewe Advisors
Utah
$332K – – –
CCT
433
Chemung Canal Trust
New York
$330K – – –
SPL
434
Smart Portfolios LLC
Washington
$329K +$12.6K +129 +4%
ECM
435
Evergreen Capital Management
Washington
$327K – – –
HTC
436
Haverford Trust Company
Pennsylvania
$327K – – –
TC
437
Truvestments Capital
Florida
$323K -$4.5K -46 -1%
AWA
438
Arete Wealth Advisors
Illinois
$323K +$4.6K +47 +1%
MA
439
MUFG Americas
New York
$322K +$47K +480 +17%
HSA
440
HBK Sorce Advisory
Pennsylvania
$319K -$57.8K -590 -15%
IC
441
Intersect Capital
California
$317K – – –
RT
442
Reliance Trust
Georgia
$316K – – –
FIM
443
Frontier Investment Management
Texas
$315K +$38.8K +396 +14%
BIAS
444
Beacon Investment Advisory Services
New Jersey
$312K – – –
PWLP
445
Prio Wealth Limited Partnership
Massachusetts
$307K -$38.7K -395 -11%
KF
446
Krilogy Financial
Missouri
$307K – – –
PAS
447
Partnervest Advisory Services
California
$306K -$16.6K -169 -5%
MAA
448
Matrix Asset Advisors
New York
$304K +$61.1K +624 +25%
DK
449
Darrell & King
Virginia
$301K – – –
EC
450
Estate Counselors
Wisconsin
$294K -$19.6K -200 -6%
16 17
18
19 20