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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 %
BCP
451
Blue Chip Partners
Michigan
$293K – – –
WCG
452
Wall Capital Group
Arizona
$293K – – –
AWE
453
Avidian Wealth Enterprises
Texas
$292K -$392 -4 -0.1%
SG
454
StoneX Group
New York
$285K +$8.32K +85 +3%
BHB
455
Bank Hapoalim BM
Israel
$284K -$5.88K -60 -2%
SMG
456
Spectrum Management Group
Indiana
$284K +$194K +1,980 +216%
SAM
457
Summit Asset Management
Tennessee
$283K – – –
CWM
458
Concentric Wealth Management
California
$280K +$294 +3 +0.1%
CDH
459
Charles D. Hyman
$280K +$1.08K +11 +0.4%
SCA
460
Stonebridge Capital Advisors
Minnesota
$279K – – –
BP
461
Ballentine Partners
Massachusetts
$277K – – –
GC
462
Grimes & Company
Massachusetts
$275K – – –
MCP
463
Martin Capital Partners
Oregon
$271K +$48.4K +494 +22%
POIA
464
Pin Oak Investment Advisors
Texas
$268K – – –
GTAM
465
Global Trust Asset Management
Florida
$267K -$196 -2 -0.1%
CIAS
466
Capital Investment Advisory Services
North Carolina
$267K +$21.5K +220 +9%
PP
467
Patten & Patten
Tennessee
$265K +$17.1K +175 +7%
CAG
468
Crestwood Advisors Group
Massachusetts
$264K -$9.78K -100 -4%
B
469
Bridgeworth
Alabama
$264K -$5.77K -59 -2%
HCM
470
Hall Capital Management
Rhode Island
$264K – – –
WMG
471
WESCAP Management Group
California
$260K – – –
TCM
472
Tradewinds Capital Management
Washington
$258K – – –
IFAM
473
Institutional & Family Asset Management
Colorado
$257K +$391 +4 +0.2%
CAN
474
Claraphi Advisory Network
United States
$256K +$2.84K +29 +1%
FC
475
Fulcrum Capital
Washington
$255K +$255K +2,600 New
17 18
19
20 21