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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.

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 %
WFM
76
Wolff Financial Management
Michigan
$11.7M +$11.7M +130,403 New
MSA
77
Marino Stram & Associates
Massachusetts
$11.6M +$362K +4,012 +3%
M&T Bank
78
M&T Bank
New York
$11.5M -$830K -9,271 -7%
EIG
79
Ellenbecker Investment Group
Wisconsin
$11.3M -$9.49K -106 -0.1%
KIA
80
KCM Investment Advisors
California
$11M -$125K -1,401 -1%
Mariner
81
Mariner
Kansas
$10.9M +$6.61M +73,859 +153%
WIC
82
Whitegate Investment Counselors
New Hampshire
$10.8M -$82.8K -925 -0.8%
NB
83
NBT Bank
New York
$10.4M -$7.16K -80 -0.1%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$10.3M +$180K +2,006 +2%
BMM
85
Berkshire Money Management
Massachusetts
$10.2M +$10.2M +114,180 New
AIA
86
Avalon Investment & Advisory
Texas
$10.1M +$10.1M +112,881 New
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.87M -$29K -324 -0.3%
PV
88
Private Vista
Illinois
$9.76M -$815K -9,100 -8%
JCM
89
Janney Capital Management
Pennsylvania
$9.52M +$9.52M +106,367 New
FIG
90
FundX Investment Group
California
$9.27M +$9.27M +103,537 New
CAN
91
Cetera Advisor Networks
California
$9.26M +$389K +4,337 +4%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$9.14M +$244K +2,729 +3%
SPIA
93
Steward Partners Investment Advisory
New York
$8.91M +$5.92M +66,144 +198%
HCP
94
Holt Capital Partners
Texas
$8.88M -$1.79K -20 -0%
EWMCB
95
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.83M -$120K -1,343 -1%
SWP
96
Stratos Wealth Partners
Ohio
$8.61M -$101K -1,130 -1%
FNC
97
First National Corp
Massachusetts
$8.17M +$8.17M +91,235 New
RCG
98
Ruggie Capital Group
Florida
$8.05M +$2.07M +23,171 +35%
AIC
99
Ameritas Investment Company
Nebraska
$8.05M +$8.05M +89,908 New
Creative Planning
100
Creative Planning
Kansas
$8.03M +$317K +3,536 +4%
2 3
4
5 6