SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
451
Clifford Swan Investment Counsel
California
$398K -$163K -1,825 -29%
PWM
452
Patriot Wealth Management
Texas
$394K
CCFCSB
453
Cape Cod Five Cents Savings Bank
Massachusetts
$394K
NSG
454
Nalls Sherbakoff Group
Tennessee
$393K +$393K +4,387 New
OWD
455
Osborn Williams & Donohoe
Ohio
$391K -$38.2K -426 -9%
FCA
456
FLC Capital Advisors
California
$390K +$390K +4,357 New
SBSB
457
Sullivan, Bruyette, Speros & Blaney
Virginia
$388K -$13.7K -153 -3%
B
458
Bailard
California
$387K +$5.82K +65 +2%
EWM
459
Empirical Wealth Management
Washington
$386K +$46K +514 +14%
F
460
F3Logic
Minnesota
$386K +$386K +4,303 New
CAM
461
Covenant Asset Management
New Jersey
$385K
AFP
462
Ausdal Financial Partners
Iowa
$383K -$782K -8,727 -67%
CFA
463
Carroll Financial Associates
North Carolina
$382K +$40.1K +445 +12%
VWA
464
V Wealth Advisors
Kansas
$381K +$165K +1,817 +76%
ADL
465
Asset Dedication LLC
California
$379K +$26.9K +300 +8%
SFG
466
SNS Financial Group
Minnesota
$377K -$17.9K -200 -5%
HA
467
Harfst & Associates
Wyoming
$374K
EVM
468
Eaton Vance Management
Massachusetts
$369K
LC
469
Lourd Capital
California
$367K
WCM
470
WealthBridge Capital Management
Ohio
$367K +$367K +4,095 New
CCM
471
Coldstream Capital Management
Washington
$365K +$41.4K +462 +13%
TCPWM
472
Traverso Chambers Private Wealth Management
California
$359K +$359K +4,010 New
LPC
473
Loeb Partners Corp
New York
$358K
TH
474
TCTC Holdings
Texas
$358K
BWM
475
Brickley Wealth Management
California
$358K