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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

647 hedge funds and large institutions have $5.21B invested in SPDR S&P Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 205 increasing their positions, 237 reducing their positions, and 36 closing their positions.

Holders
647
Holders Change
+6
Holders Change %
+0.94%
% of All Funds
14.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.12%
New
46
Increased
205
Reduced
237
Closed
36
Calls
$5.6M
Puts
$3.95M
Net Calls
+$1.66M
Net Calls Change
+$33K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$333M
2
PAG
2
Private Advisor Group
New Jersey
$21M
3
RJA
3
Raymond James & Associates
Florida
$375M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$58M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$17.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$12.2M
3
HNB
3
Huntington National Bank
Ohio
$32M
4
SB
4
Suntrust Banks
Georgia
$125M
5
Bank of America
5
Bank of America
North Carolina
$559M
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
76
Holt Capital Partners
Texas
$9.72M 99,253 +105 +0.1%
CAN
77
Cetera Advisor Networks
California
$9.7M 99,057 +38,937 +65%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$9.54M 97,366 -4,200 -4%
SWP
79
Stratos Wealth Partners
Ohio
$9.53M 97,330 -8,423 -8%
TA
80
Tiedemann Advisors
New York
$8.77M 89,603 – –
State Street
81
State Street
Massachusetts
$8.5M 86,820 +7,339 +9%
Creative Planning
82
Creative Planning
Kansas
$8.44M 86,188 +7,231 +9%
LIA
83
LS Investment Advisors
Michigan
$8.31M 84,886 +9,777 +13%
RJT
84
Raymond James Trust
Florida
$8.26M 84,367 -1,397 -2%
PBT
85
Pictet Bank & Trust
Bahamas
$8.26M 84,350 – –
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$7.99M 81,557 +7,660 +10%
TFS
87
TrustCore Financial Services
Tennessee
$7.89M 80,526 -1,810 -2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$7.86M 80,317 +8,211 +11%
LNB
89
Ledyard National Bank
$7.77M 79,356 -2,252 -3%
CI
90
CX Institutional
Indiana
$7.76M 79,235 +890 +1%
SIA
91
Starfire Investment Advisers
Michigan
$7.73M 78,946 -51,479 -39%
GWM
92
Geneos Wealth Management
Colorado
$7.51M 76,688 -2,333 -3%
WA
93
WealthTrust-Arizona
Arizona
$7.46M 76,195 +18,973 +33%
WT
94
Whittier Trust
California
$7.31M 74,635 -730 -1%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7.27M 74,262 +6,986 +10%
Citigroup
96
Citigroup
New York
$7.03M 71,823 +403 +0.6%
CA
97
Cornerstone Advisory
Maryland
$6.91M 70,554 -19,986 -22%
1IA
98
1834 Investment Advisors
Wisconsin
$6.69M 68,268 -3,427 -5%
RCG
99
Ruggie Capital Group
Florida
$6.54M 66,801 -39,945 -37%
WB
100
WesBanco Bank
West Virginia
$6.54M 66,772 +3,447 +5%
2 3
4
5 6