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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 %
CCM
726
Cribstone Capital Management
Maine
$3K – – –
BAMG
727
Brand Asset Management Group
Missouri
$3K – – –
AMCA
728
Arthur M. Cohen & Associates
Illinois
$1.15K +$47 +520 +4%
GT
729
Glenmede Trust
Pennsylvania
$833 +$833 +9,313 New
CF
730
Centaurus Financial
California
$2 +$2 +141 +14,100%
FF
731
Friedenthal Financial
New Jersey
– -$4.02M -40,998 Closed
Manulife (Manufacturers Life Insurance)
732
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.88M -19,173 Closed
RCAG
733
Rehmann Capital Advisory Group
Michigan
– -$657K -6,703 Closed
NCM
734
New Capital Management
Texas
– -$574K -5,859 Closed
KJWM
735
Kiley Juergens Wealth Management
Washington
– -$519K -5,305 Closed
BA
736
Birinyi Associates
Connecticut
– -$493K -5,032 Closed
FB
737
Fulton Bank
Pennsylvania
– -$445K -4,531 Closed
PWMAG
738
Pinnacle Wealth Management Advisory Group
New Jersey
– -$401K -4,095 Closed
AIP
739
Almanack Investment Partners
Pennsylvania
– -$386K -3,962 Closed
IGGA
740
Iron Gate Global Advisors
Utah
– -$347K -3,540 Closed
NEPWA
741
New England Private Wealth Advisors
Massachusetts
– -$346K -3,539 Closed
DK
742
Darrell & King
Virginia
– -$301K -3,071 Closed
CWM
743
Concentric Wealth Management
California
– -$280K -2,861 Closed
CS
744
Comerica Securities
Michigan
– -$252K -2,574 Closed
WHG
745
Westwood Holdings Group
Texas
– -$244K -2,490 Closed
ISL
746
Ingalls & Snyder LLC
New York
– -$231K -2,359 Closed
WI
747
Wintrust Investments
Illinois
– -$225K -2,299 Closed
WS
748
Wedbush Securities
California
– -$221K -2,261 Closed
BFIM
749
Beese Fulmer Investment Management
Ohio
– -$214K -2,188 Closed
RC
750
Roundview Capital
New Jersey
– -$208K -2,125 Closed
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