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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 %
ARG
151
Advisory Resource Group
Oklahoma
$4.34M +$4.34M +48,529 New
FAB
152
First American Bank
Illinois
$4.33M +$4M +44,645 +1,209%
Fiera Capital (Canada)
153
Fiera Capital (Canada)
Quebec, Canada
$4.3M +$776K +8,672 +22%
BPWA
154
Beacon Pointe Wealth Advisors
California
$4.21M +$4.21M +47,007 New
MA
155
MONECO Advisors
Connecticut
$4.09M +$4.09M +45,731 New
AFG
156
Albion Financial Group
Utah
$4.06M +$54.6K +610 +1%
HCIA
157
Hochman Cole Investment Advisors
Illinois
$4.05M +$88.5K +989 +2%
MSAM
158
Moloney Securities Asset Management
Missouri
$4.04M +$303K +3,388 +8%
TCM
159
Tuttle Capital Management
Connecticut
$4.02M +$165K +1,842 +4%
GT
160
Greenleaf Trust
Michigan
$4.01M -$1.11M -12,447 -22%
DADC
161
D.A. Davidson & Co
Montana
$3.99M +$114K +1,277 +3%
HCM
162
Hollencrest Capital Management
California
$3.97M – – –
FHA
163
First Horizon Advisors
Tennessee
$3.94M +$97.3K +1,087 +3%
PWA
164
Providence Wealth Advisors
Illinois
$3.94M -$50.9K -573 -1%
TW
165
Transform Wealth
Colorado
$3.89M +$3.89M +43,415 New
SBL
166
Sargent Bickham Lagudis
Colorado
$3.89M -$84.1K -940 -2%
BWFA
167
Baltimore-Washington Financial Advisors
Maryland
$3.6M +$23.7K +265 +0.7%
AC
168
Alexandria Capital
Virginia
$3.48M -$135K -1,513 -4%
CTC
169
Central Trust Company
Missouri
$3.37M +$127K +1,418 +4%
AWM
170
Aries Wealth Management
Maine
$3.36M +$361K +4,038 +12%
VFA
171
Voya Financial Advisors
Connecticut
$3.22M +$2.16M +24,355 +204%
VSWA
172
Vontobel Swiss Wealth Advisors
Switzerland
$3.22M -$943K -10,532 -23%
DWA
173
Dorsey Wright & Associates
California
$3.22M +$3.22M +35,919 New
MBTD
174
Mechanics Bank - Trust Department
California
$3.13M -$29.5K -330 -0.9%
IP
175
Investment Partners
Ohio
$3.13M -$98.2K -1,097 -3%
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