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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

641 hedge funds and large institutions have $4.9B invested in SPDR S&P Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 198 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
14.7%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
1.08%
New
36
Increased
198
Reduced
258
Closed
32
Calls
$7M
Puts
$5.37M
Net Calls
+$1.62M
Net Calls Change
-$214K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$72.4M
2
FCI
Financial Counselors Inc
Kansas
$16.7M
3
RJA
Raymond James & Associates
Florida
$344M
4
AF
Allworth Financial
California
$6.1M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.89M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$31.8M
2
Bessemer Group
Bessemer Group
New Jersey
$150K
3
Ameriprise
Ameriprise
Minnesota
$253M
4
MML Investors Services
MML Investors Services
Massachusetts
$43.1M
5
Wells Fargo
Wells Fargo
California
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$3.09M +$1.71M +18,496 +125%
AWM
152
Aries Wealth Management
Maine
$3.08M -$83.9K -871 -3%
FNBT
153
FineMark National Bank & Trust
Florida
$3.08M +$95.9K +1,034 +3%
MSAM
154
Moloney Securities Asset Management
Missouri
$3.07M +$1.21M +13,032 +65%
NEGWA
155
New England Guild Wealth Advisors
Connecticut
$3.03M +$205K +2,211 +7%
BWM
156
Baystate Wealth Management
Massachusetts
$2.91M -$580K -6,150 -17%
AMG
157
Asset Management Group
Connecticut
$2.89M +$19.3K +208 +0.7%
HB
158
Homrich & Berg
Georgia
$2.87M -$1.81M -19,499 -39%
WS
159
Wela Strategies
Georgia
$2.85M -$5.47K -59 -0.2%
CHA
160
Carmichael Hill & Associates
Maryland
$2.8M +$1.21K +13 +0%
PP
161
PDS Planning
Ohio
$2.8M -$17.8K -192 -0.6%
PD
162
Planning Directions
Pennsylvania
$2.78M +$16.2K +175 +0.6%
RBC
163
Roble Belko & Company
Pennsylvania
$2.74M – – –
SBWM
164
Sunflower Bank Wealth Management
Arizona
$2.67M +$14.4K +155 +0.5%
LWM
165
Lenox Wealth Management
Ohio
$2.59M +$40K +432 +2%
CIC
166
Carnegie Investment Counsel
Ohio
$2.57M -$81K -838 -3%
OC
167
Oppenheimer & Co
New York
$2.47M +$56.3K +607 +2%
BlackRock
168
BlackRock
New York
$2.46M +$2.42M +26,050 +5,148%
BAC
169
Boys Arnold & Co
North Carolina
$2.45M -$27.8K -300 -1%
DW
170
Domani Wealth
Pennsylvania
$2.41M -$97.3K -1,049 -4%
QIM
171
Quest Investment Management
Oregon
$2.4M -$332K -3,582 -12%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$2.39M +$52.5K +566 +2%
BSW
173
Buckingham Strategic Wealth
Missouri
$2.39M -$390K -4,205 -14%
CWM
174
Connecticut Wealth Management
Connecticut
$2.34M -$33.8K -365 -1%
AMM
175
American Money Management
California
$2.32M -$610K -6,584 -21%
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