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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 %
FGC
576
Financial Gravity Companies
Texas
$212K +$212K +2,222 New
CB
577
Cadence Bank
Mississippi
$211K – – –
MHIM
578
MacNealy Hoover Investment Management
Ohio
$210K – – –
PNC
579
Park National Corp
Ohio
$210K +$22.5K +251 +12%
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$209K – – –
ST
581
Smithfield Trust
Pennsylvania
$208K -$268K -3,000 -56%
CA
582
Calton & Associates
Florida
$205K -$6.17K -69 -3%
SWMG
583
Signature Wealth Management Group
Georgia
$204K – – –
MWM
584
Merriman Wealth Management
Washington
$204K +$12.6K +140 +7%
RE
585
RBC Europe
United Kingdom
$203K – – –
MMA
586
Miracle Mile Advisors
California
$202K – – –
QCG
587
Quadrant Capital Group
Ohio
$202K – – –
WPW
588
Waldron Private Wealth
Pennsylvania
$200K – – –
POIA
589
Pin Oak Investment Advisors
Texas
$199K -$45K -504 -18%
SIA
590
SeaBridge Investment Advisors
New Jersey
$198K – – –
DBT
591
Dubuque Bank & Trust
Iowa
$196K -$4.66K -52 -2%
BFC
592
Bedel Financial Consulting
Indiana
$194K +$626 +7 +0.3%
HR
593
Howe & Rusling
New York
$192K -$1.3M -14,464 -87%
LPWM
594
Lake Point Wealth Management
Texas
$178K +$178K +1,986 New
FCA
595
FinTrust Capital Advisors
South Carolina
$177K +$177K +1,978 New
BHWM
596
Bay Harbor Wealth Management
Maryland
$174K +$174K +1,946 New
BBHC
597
Brown Brothers Harriman & Co
New York
$171K – – –
IDBONY
598
Israel Discount Bank of New York
New York
$168K – – –
GI
599
Gradient Investments
Minnesota
$156K -$29.7K -332 -16%
W
600
WealthOne
New York
$156K +$156K +1,738 New
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24
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