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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
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 %
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$6.1M +$6.1M +68,127 New
MSWMA
127
Market Street Wealth Management Advisors
Indiana
$6.07M +$6.07M +67,754 New
ABC
128
Associated Banc-Corp
Wisconsin
$6.05M +$1.17M +13,014 +24%
1IA
129
1834 Investment Advisors
Wisconsin
$5.86M -$248K -2,774 -4%
LWA
130
Lowe Wealth Advisors
Maryland
$5.79M -$172K -1,917 -3%
SG Americas Securities
131
SG Americas Securities
New York
$5.68M +$4.25M +47,510 +297%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$5.57M +$109K +1,216 +2%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$5.42M -$15.8K -176 -0.3%
FAIM
134
Financial Advocates Investment Management
Washington
$5.28M -$7.61K -85 -0.1%
MIH
135
Madison Investment Holdings
Wisconsin
$5.27M +$2.22M +24,821 +73%
NCM
136
Neumann Capital Management
California
$5.21M -$31.9K -356 -0.6%
FAAS
137
First Allied Advisory Services
California
$5.04M -$161K -1,803 -3%
US Bancorp
138
US Bancorp
Minnesota
$5.02M +$352K +3,938 +8%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$4.79M -$716 -8 -0%
Comerica Bank
140
Comerica Bank
Texas
$4.76M +$4.76M +50,700 New
APA
141
American Portfolios Advisors
New York
$4.75M +$177K +1,981 +4%
CCM
142
Covington Capital Management
California
$4.71M +$323K +3,608 +7%
SDAM
143
Shulman DeMeo Asset Management
New York
$4.62M +$4.62M +51,655 New
MIAN
144
Mariner Independent Advisor Network
Kansas
$4.6M +$59.4K +646 +1%
WTC
145
WhitTier Trust Company
Nevada
$4.58M – – –
CI
146
Conning Inc
Connecticut
$4.58M -$175K -1,955 -4%
PP
147
PagnatoKarp Partners
Virginia
$4.54M -$86.6K -968 -2%
Two Sigma Investments
148
Two Sigma Investments
New York
$4.47M -$4.78M -53,369 -52%
FHA
149
Flagship Harbor Advisors
Massachusetts
$4.44M -$23.7K -265 -0.5%
FHB
150
First Hawaiian Bank
Hawaii
$4.36M +$242K +2,706 +6%
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