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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
$333M
2
PAG
Private Advisor Group
New Jersey
$21M
3
RJA
Raymond James & Associates
Florida
$375M
4
MML Investors Services
MML Investors Services
Massachusetts
$58M
5
Morgan Stanley
Morgan Stanley
New York
$377M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$17.5M
2
CWM
Cornerstone Wealth Management
Missouri
$12.2M
3
HNB
Huntington National Bank
Ohio
$32M
4
SB
Suntrust Banks
Georgia
$125M
5
Bank of America
Bank of America
North Carolina
$559M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
151
FineMark National Bank & Trust
Florida
$3.47M +$220K +2,251 +7%
MBTD
152
Mechanics Bank - Trust Department
California
$3.46M -$111K -1,130 -3%
NDSI
153
Newman Dignan & Sheerar Inc
Rhode Island
$3.45M +$1.07K +11 +0%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.42M +$10.7K +110 +0.3%
MIH
155
Madison Investment Holdings
Wisconsin
$3.33M – – –
PFP
156
Pinnacle Financial Partners
Tennessee
$3.29M -$11.1K -113 -0.3%
AWM
157
Aries Wealth Management
Maine
$3.29M +$149K +1,525 +5%
SPIA
158
Steward Partners Investment Advisory
New York
$3.27M -$107K -1,091 -3%
IA
159
IFP Advisors
Florida
$3.1M -$220K -2,245 -7%
AMG
160
Asset Management Group
Connecticut
$3.08M +$18.4K +188 +0.6%
SF
161
Synovus Financial
Georgia
$3.07M -$204K -2,089 -6%
HB
162
Homrich & Berg
Georgia
$3.07M +$31.5K +322 +1%
PP
163
PDS Planning
Ohio
$3.03M +$72.5K +740 +2%
CHA
164
Carmichael Hill & Associates
Maryland
$2.98M +$21.6K +221 +0.7%
NEGWA
165
New England Guild Wealth Advisors
Connecticut
$2.96M -$244K -2,492 -8%
PD
166
Planning Directions
Pennsylvania
$2.94M +$7.05K +72 +0.2%
WS
167
Wela Strategies
Georgia
$2.94M -$72.5K -740 -2%
BWM
168
Baystate Wealth Management
Massachusetts
$2.83M -$114K -1,200 -4%
RBC
169
Roble Belko & Company
Pennsylvania
$2.8M -$99.5K -1,016 -3%
SBWM
170
Sunflower Bank Wealth Management
Arizona
$2.77M -$51.9K -530 -2%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$2.73M +$200K +2,039 +8%
HCA
172
Harbour Capital Advisors
Virginia
$2.72M +$1.1M +15,010 +68%
LWM
173
Lenox Wealth Management
Ohio
$2.7M -$41.6K -425 -2%
QIM
174
Quest Investment Management
Oregon
$2.61M +$71.6K +731 +3%
Brown Advisory
175
Brown Advisory
Maryland
$2.6M +$711K +7,266 +38%
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