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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 Market Value Shares Shares
Change 		Shares
Change %
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$8.01M 89,425 -7,941 -8%
TA
102
Tiedemann Advisors
New York
$7.91M 88,399 -1,204 -1%
SIA
103
Starfire Investment Advisers
Michigan
$7.77M 86,744 +7,798 +10%
State Street
104
State Street
Massachusetts
$7.73M 86,312 -508 -0.6%
WA
105
WealthTrust-Arizona
Arizona
$7.72M 86,190 +9,995 +13%
RJT
106
Raymond James Trust
Florida
$7.6M 84,838 +471 +0.6%
PBT
107
Pictet Bank & Trust
Bahamas
$7.4M 82,650 -1,700 -2%
GPWA
108
Great Point Wealth Advisors
Massachusetts
$7.31M 81,635 +81,635 New
CWM
109
Cornerstone Wealth Management
Missouri
$7.14M 79,812 -1,045,511 -93%
SHCM
110
Stokes & Hubbell Capital Management
Louisiana
$7.09M 79,160 +16,647 +27%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$7.08M 79,132 +4,870 +7%
BCM
112
Brookstone Capital Management
Illinois
$7.04M 78,632 +78,632 New
LNB
113
Ledyard National Bank
$7.02M 78,464 -892 -1%
TFS
114
TrustCore Financial Services
Tennessee
$7.01M 78,246 -2,280 -3%
LIA
115
LS Investment Advisors
Michigan
$6.94M 77,463 -7,423 -9%
FCH
116
Freestone Capital Holdings
Washington
$6.84M 76,427 +13,331 +21%
CA
117
Cornerstone Advisory
Maryland
$6.7M 74,838 +4,284 +6%
GWM
118
Geneos Wealth Management
Colorado
$6.55M 73,741 -2,947 -4%
Citigroup
119
Citigroup
New York
$6.48M 72,413 +590 +0.8%
IWM
120
IHT Wealth Management
Illinois
$6.47M 72,229 +6,100 +9%
WANY
121
Wealthspire Advisors (New York)
New York
$6.46M 72,167 +72,167 New
WB
122
WesBanco Bank
West Virginia
$6.43M 71,873 +5,101 +8%
WT
123
Whittier Trust
California
$6.36M 71,090 -3,545 -5%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$6.12M 68,393 +12,196 +22%
CFS
125
CRA Financial Services
New Jersey
$6.11M 68,217 +68,217 New
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5
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