SDY icon

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 %
CT
176
Coastline Trust
Rhode Island
$2.3M -$124K -1,335 -5%
ACP
177
Aveo Capital Partners
Colorado
$2.3M -$19.5K -210 -0.8%
Geode Capital Management
178
Geode Capital Management
Massachusetts
$2.27M -$2.23M – –
BAM
179
Bruderman Asset Management
New York
$2.25M -$149K -1,609 -6%
HFA
180
High Falls Advisors
New York
$2.25M -$73.2K -789 -3%
CAGAS
181
Capital Advisory Group Advisory Services
Minnesota
$2.24M +$51.4K +555 +2%
TCOV
182
Trust Company of Vermont
Vermont
$2.22M -$157K -1,694 -7%
SPC
183
Sigma Planning Corp
Michigan
$2.19M +$162K +1,746 +8%
NL
184
NWAM LLC
Washington
$2.14M +$98.3K +1,060 +5%
DAS
185
Dynamic Advisor Solutions
Arizona
$2.07M +$345K +3,724 +20%
HCA
186
Harbour Capital Advisors
Virginia
$2.05M -$57.9K -625 -3%
PBO
187
Peoples Bank (Ohio)
Ohio
$2.05M +$163K +1,762 +9%
AC
188
Abbrea Capital
California
$2.02M -$222K -2,396 -10%
MA
189
Montag & Associates
Georgia
$1.92M -$27.8K -300 -1%
SGCA
190
Steel Grove Capital Advisors
Tennessee
$1.92M +$6.95K +75 +0.4%
BFEC
191
Benjamin F. Edwards & Company
Missouri
$1.91M -$42.4K -457 -2%
DMC
192
Drexel Morgan & Co
Pennsylvania
$1.89M +$48.2K +520 +3%
Deutsche Bank
193
Deutsche Bank
Germany
$1.82M -$4.8M -51,816 -72%
RA
194
RFG Advisory
Alabama
$1.81M +$699K +7,541 +63%
LA
195
LexAurum Advisors
Kansas
$1.8M -$77K -831 -4%
Brown Advisory
196
Brown Advisory
Maryland
$1.79M +$240K +2,588 +15%
OAM
197
Occidental Asset Management
California
$1.78M -$725K -7,820 -29%
IWA
198
Intercontinental Wealth Advisors
Texas
$1.72M -$76.6K -826 -4%
BFC
199
Blue Fin Capital
Rhode Island
$1.72M -$12.5K -135 -0.7%
PA
200
Parallel Advisors
California
$1.71M +$256K +2,765 +18%
6 7
8
9 10