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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 %
PP
551
Patten & Patten
Tennessee
$243K – – –
B
552
Bridgeworth
Alabama
$243K +$1.17K +13 +0.5%
HCM
553
Hall Capital Management
Rhode Island
$242K – – –
RPC
554
Rossmore Private Capital
Connecticut
$242K +$13.4K +150 +6%
HWM
555
Highwater Wealth Management
Colorado
$239K +$239K +2,675 New
WMG
556
WESCAP Management Group
California
$237K – – –
TCM
557
Tradewinds Capital Management
Washington
$236K – – –
BMM
558
Buffington Mohr McNeal
Idaho
$235K -$79.1K -883 -25%
IFAM
559
Institutional & Family Asset Management
Colorado
$235K +$357 +4 +0.2%
GTAM
560
Global Trust Asset Management
Florida
$234K -$10.3K -115 -4%
ACM
561
Allred Capital Management
Texas
$234K +$234K +2,629 New
FC
562
Fulcrum Capital
Washington
$233K – – –
Truist Financial
563
Truist Financial
North Carolina
$229K – – –
AIM
564
Aspen Investment Management
Michigan
$228K – – –
CAN
565
Claraphi Advisory Network
United States
$226K -$7.88K -88 -3%
BONST
566
Bank of Nova Scotia Trust
Ontario, Canada
$226K – – –
GCP
567
Gill Capital Partners
Colorado
$221K +$221K +2,058 New
EIA
568
Eldridge Investment Advisors
New Hampshire
$219K – – –
BFA
569
Benedict Financial Advisors
Georgia
$218K -$1.7K -19 -0.8%
MA
570
MCF Advisors
Kentucky
$218K – – –
MRC
571
Millburn Ridgefield Corp
New York
$217K -$452K -5,057 -68%
SWM
572
SVA Wealth Management
Wisconsin
$217K +$217K +2,420 New
BP
573
Broadleaf Partners
Ohio
$214K – – –
CAG
574
Crestwood Advisors Group
Massachusetts
$213K -$29.1K -325 -12%
HCM
575
Howland Capital Management
Massachusetts
$212K -$18.3K -204 -8%
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