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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
1
JPMorgan Chase & Co
New York
$460M
2
Bank of America
2
Bank of America
North Carolina
$702M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$252M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.14M
2
Ameriprise
2
Ameriprise
Minnesota
$209M
3
HNB
3
Huntington National Bank
Ohio
$28.9M
4
CIA
4
Capital Investment Advisors
Georgia
$93.1M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
601
Shine Investment Advisory Services
Colorado
$155K +$626 +7 +0.4%
CBT
602
Capital Bank & Trust
California
$149K – – –
Bessemer Group
603
Bessemer Group
New Jersey
$144K – – –
TL
604
TrueWealth LLC
Georgia
$141K +$62.8K +699 +80%
BWA
605
Burt Wealth Advisors
Maryland
$139K – – –
GRP
606
Global Retirement Partners
California
$137K -$63K -702 -31%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$134K – – –
BC
608
Bartlett & Co
Ohio
$134K – – –
MAU
609
MRA Associates USA
Arizona
$134K +$134K +1,500 New
BEAM
610
Baker Ellis Asset Management
Washington
$131K – – –
PCTC
611
Perkins Coie Trust Company
Washington
$124K -$6.52K -73 -5%
CA
612
Claro Advisors
Massachusetts
$122K +$122K +1,249 New
WAM
613
Watermark Asset Management
California
$120K +$714 +8 +0.6%
EWM
614
Elmwood Wealth Management
California
$118K – – –
VCM
615
Versant Capital Management
Arizona
$115K +$115K +1,292 New
SMG
616
Spectrum Management Group
Indiana
$107K -$152K -1,700 -59%
AF
617
Allworth Financial
California
$105K -$4.03M -45,002 -97%
SNT
618
Security National Trust
West Virginia
$103K – – –
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$102K – – –
BWM
620
BerganKDV Wealth Management
Minnesota
$100K – – –
SQA
621
Simon Quick Advisors
New Jersey
$99K +$719 +8 +0.7%
ANBT
622
American National Bank & Trust
Texas
$98K – – –
RWA
623
River Wealth Advisors
Pennsylvania
$96K – – –
JCM
624
Jacobi Capital Management
Pennsylvania
$96K – – –
ESB
625
Essex Savings Bank
Connecticut
$96K +$96K +1,070 New
23 24
25
26 27