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

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$7.14M
2
Ameriprise
Ameriprise
Minnesota
$209M
3
HNB
Huntington National Bank
Ohio
$28.9M
4
CIA
Capital Investment Advisors
Georgia
$93.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
Exencial Wealth Advisors
Oklahoma
$355K +$31.8K +356 +10%
TSS
477
Two Sigma Securities
New York
$351K +$351K +3,925 New
LWA
478
Lenox Wealth Advisors
New York
$350K – – –
FFBTD
479
First Financial Bank - Trust Division
Ohio
$348K – – –
Allianz Asset Management
480
Allianz Asset Management
Germany
$343K +$132K +1,488 +63%
SC
481
Sepio Capital
Utah
$343K +$343K +3,835 New
WIA
482
World Investment Advisors
California
$342K +$342K +3,513 New
HR
483
Hayden Royal
North Carolina
$342K +$342K +3,817 New
BCA
484
Bray Capital Advisors
Florida
$341K – – –
KWMG
485
King Wealth Management Group
Florida
$340K – – –
LA
486
LVW Advisors
New York
$336K +$336K +3,751 New
MWM
487
Mission Wealth Management
California
$335K – – –
BO
488
Bank OZK
Arkansas
$334K -$4.48K -50 -1%
VAG
489
VisionPoint Advisory Group
Texas
$333K +$333K +3,724 New
WWM
490
Windsor Wealth Management
Indiana
$328K – – –
CL
491
CPWM LLC
Washington
$328K +$106K +1,191 +48%
WF
492
WoodTrust Financial
Wisconsin
$326K – – –
FANJ
493
Financial Architects (New Jersey)
New Jersey
$326K +$16.5K +184 +5%
Barclays
494
Barclays
United Kingdom
$325K +$325K +3,633 +363,300%
CAM
495
Concorde Asset Management
Michigan
$318K +$318K +3,564 New
SDWIA
496
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$313K +$313K +3,500 New
VNA
497
Valley National Advisers
Pennsylvania
$312K -$22.1K -247 -7%
CIA
498
Choate Investment Advisors
Massachusetts
$312K +$312K +3,485 New
OIA
499
Optimum Investment Advisors
Illinois
$311K +$1.61K +18 +0.5%
SWRP
500
Summit Wealth & Retirement Planning
California
$309K +$309K +3,454 New
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