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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 %
DBIA
201
Dumont & Blake Investment Advisors
New Jersey
$1.7M – – –
CB
202
Chemical Bank
Michigan
$1.7M -$3.89K -42 -0.2%
YWP
203
YorkBridge Wealth Partners
New York
$1.67M +$1.39K +15 +0.1%
KWM
204
Kingsview Wealth Management
Oregon
$1.66M -$153K -1,647 -8%
PFS
205
Prospera Financial Services
Texas
$1.63M +$280K +3,022 +21%
DC
206
Davenport & Co
Virginia
$1.6M +$138K +1,484 +9%
CG
207
Colony Group
Massachusetts
$1.6M -$20.9K -225 -1%
HR
208
Howe & Rusling
New York
$1.57M -$33.9K -366 -2%
AF
209
Advisornet Financial
Minnesota
$1.55M -$11.7K -126 -0.7%
TCM
210
Tufton Capital Management
Maryland
$1.55M +$12.6K +136 +0.8%
LWAC
211
Laurel Wealth Advisors (California)
California
$1.52M -$4.08K -44 -0.3%
SMFS
212
Squar Milner Financial Services
California
$1.48M – – –
BHTS
213
Bar Harbor Trust Services
Maine
$1.48M -$55.3K -597 -4%
PVH
214
Psagot Value Holdings
Israel
$1.48M – – –
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46M +$742 +8 +0.1%
CCG
216
Cypress Capital Group
Florida
$1.46M -$54.7K -590 -4%
PAM
217
Palisade Asset Management
Minnesota
$1.45M +$463 +5 +0%
BJL
218
Brighton Jones LLC
Washington
$1.42M +$22.2K +240 +2%
IC
219
InterOcean Capital
Illinois
$1.4M +$38.5K +415 +3%
TFCP
220
Twin Focus Capital Partners
Massachusetts
$1.4M -$138K -1,489 -9%
FA
221
FCG Advisors
New Jersey
$1.4M -$42K -453 -3%
SMG
222
Smart Money Group
Texas
$1.39M -$73.3K -790 -5%
PMFA
223
Plante Moran Financial Advisors
Michigan
$1.39M +$93 +1 +0%
MPM
224
Meritage Portfolio Management
Kansas
$1.39M -$324K -3,497 -19%
APP
225
Avantax Planning Partners
Iowa
$1.37M -$330K -3,560 -19%
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