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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 %
LWA
101
Lowe Wealth Advisors
Maryland
$6.52M 66,570 +1,420 +2%
IWM
102
IHT Wealth Management
Illinois
$6.48M 66,129 -81 -0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$6.23M 63,616 +98 +0.2%
FCH
104
Freestone Capital Holdings
Washington
$6.18M 63,096 +63,096 New
CT
105
CPF Texas
Texas
$6.17M 62,994 -1,005 -2%
SHCM
106
Stokes & Hubbell Capital Management
Louisiana
$6.12M 62,513 +4,163 +7%
BTS
107
BB&T Securities
Virginia
$6.1M 62,295 +3,967 +7%
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$5.97M 60,836 -3,464 -5%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$5.95M 60,765 +11,524 +23%
FAIM
110
Financial Advocates Investment Management
Washington
$5.79M 59,067 +4,535 +8%
NCM
111
Neumann Capital Management
California
$5.73M 58,509 +40 +0.1%
FAAS
112
First Allied Advisory Services
California
$5.71M 58,186 +285 +0.5%
GT
113
Greenleaf Trust
Michigan
$5.6M 57,181 +21 +0%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$5.5M 56,197 +42,606 +313%
BAM
115
Belpointe Asset Management
Nevada
$5.38M 54,921 +46,306 +538%
ABC
116
Associated Banc-Corp
Wisconsin
$5.34M 54,535 -1,044 -2%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$5.24M 53,480 +109 +0.2%
CI
118
Conning Inc
Connecticut
$5.2M 53,102 – –
US Bancorp
119
US Bancorp
Minnesota
$5.11M 52,140 +605 +1%
PP
120
PagnatoKarp Partners
Virginia
$5.06M 51,700 +802 +2%
WTC
121
WhitTier Trust Company
Nevada
$5.01M 51,181 -666 -1%
APA
122
American Portfolios Advisors
New York
$5M 51,083 +2,112 +4%
FHA
123
Flagship Harbor Advisors
Massachusetts
$4.88M 49,852 -188 -0.4%
MIAN
124
Mariner Independent Advisor Network
Kansas
$4.84M 49,422 +49,422 New
CCM
125
Covington Capital Management
California
$4.79M 48,955 +2,930 +6%
3 4
5
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