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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 %
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$3.05M +$3.05M +34,012 New
PFP
177
Pinnacle Financial Partners
Tennessee
$3.03M +$22.2K +248 +0.7%
FNBT
178
FineMark National Bank & Trust
Florida
$3.03M -$144K -1,610 -5%
EWA
179
EP Wealth Advisors
California
$3.03M +$1.34M +14,986 +80%
SGCA
180
Steel Grove Capital Advisors
Tennessee
$3.02M +$1.04M +11,633 +53%
GFPC
181
Global Financial Private Capital
Florida
$2.97M -$554K -6,187 -16%
Geode Capital Management
182
Geode Capital Management
Massachusetts
$2.95M -$2.4M – –
MPM
183
Meritage Portfolio Management
Kansas
$2.93M +$1.56M +17,472 +114%
AMG
184
Asset Management Group
Connecticut
$2.82M +$13.2K +148 +0.5%
HB
185
Homrich & Berg
Georgia
$2.81M +$4.3K +48 +0.2%
PD
186
Planning Directions
Pennsylvania
$2.79M +$103K +1,147 +4%
BWM
187
Baystate Wealth Management
Massachusetts
$2.75M -$52.3K -553 -2%
SF
188
Synovus Financial
Georgia
$2.73M -$80.1K -895 -3%
NEGWA
189
New England Guild Wealth Advisors
Connecticut
$2.72M +$14.1K +158 +0.5%
WS
190
Wela Strategies
Georgia
$2.69M +$5.64K +63 +0.2%
CHA
191
Carmichael Hill & Associates
Maryland
$2.68M -$41.5K -464 -2%
RA
192
RFG Advisory
Alabama
$2.67M +$550K +6,146 +26%
PP
193
PDS Planning
Ohio
$2.65M -$124K -1,380 -4%
SBWM
194
Sunflower Bank Wealth Management
Arizona
$2.63M +$102K +1,145 +4%
UBV
195
United Bank (Virginia)
Virginia
$2.59M +$1.38M +15,453 +115%
RBC
196
Roble Belko & Company
Pennsylvania
$2.56M – – –
Brown Advisory
197
Brown Advisory
Maryland
$2.55M +$173K +1,931 +7%
CFGS
198
Concourse Financial Group Securities
Alabama
$2.54M +$2.34M +26,180 +1,189%
QIM
199
Quest Investment Management
Oregon
$2.54M +$152K +1,703 +6%
HWA
200
Hillcrest Wealth Advisors
New Jersey
$2.53M +$2.53M +28,251 New
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