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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 %
AWM
676
Arbor Wealth Management
Florida
$32K +$32K +933 New
NDSI
677
Newman Dignan & Sheerar Inc
Rhode Island
$31.7K -$81 -91 -0.3%
NWM
678
Northwest Wealth Management
Iowa
$29K – – –
M
679
MOTCO
Texas
$28K – – –
OC
680
Oakworth Capital
Alabama
$27K – – –
AIC
681
Archer Investment Corporation
Indiana
$26K +$26K +290 New
MOS
682
MGO One Seven
Ohio
$26K +$26K +291 New
ARMC
683
American Research & Management Company
Massachusetts
$25K – – –
SFPIA
684
Stevens First Principles Investment Advisors
California
$24K -$4.19K -47 -15%
CB
685
CNB Bank
Pennsylvania
$23K – – –
NSIM
686
North Star Investment Management
Illinois
$22K – – –
AIM
687
Anchor Investment Management
South Carolina
$20.9K – – –
GSC
688
G&S Capital
Colorado
$20K – – –
AAP
689
Arax Advisory Partners
Colorado
$19K +$178 +2 +0.9%
RWA
690
Ropes Wealth Advisors
Massachusetts
$18K -$214K -2,376 -92%
AP
691
Atwood & Palmer
Missouri
$18K – – –
AWM
692
AllSquare Wealth Management
New York
$18K – – –
FCFS
693
First Command Financial Services
Texas
$18K – – –
FCB
694
First Command Bank
Texas
$18K – – –
GWMIA
695
Global Wealth Management Investment Advisory
Florida
$18K +$18K +200 New
CB
696
Community Bank
New York
$17K – – –
PCA
697
Providence Capital Advisors
North Carolina
$17K – – –
CHC
698
City Holding Co
West Virginia
$16K – – –
AIA
699
Armor Investment Advisors
North Carolina
$16K – – –
First Manhattan
700
First Manhattan
New York
$14K – – –
26 27
28
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