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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 %
LA
201
LexAurum Advisors
Kansas
$1.93M +$31.9K +326 +2%
DMC
202
Drexel Morgan & Co
Pennsylvania
$1.91M -$85.7K -875 -4%
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88M -$6.46M -65,920 -77%
OAM
204
Occidental Asset Management
California
$1.87M -$4.9K -50 -0.3%
CB
205
Chemical Bank
Michigan
$1.87M +$74.9K +765 +4%
DC
206
Davenport & Co
Virginia
$1.85M +$161K +1,641 +10%
EWA
207
EP Wealth Advisors
California
$1.84M +$1.84M +18,805 New
OBWP
208
O'Brien Wealth Partners
Massachusetts
$1.82M +$433K +4,420 +31%
BFC
209
Blue Fin Capital
Rhode Island
$1.81M – – –
TF
210
TIAA FSB
Florida
$1.77M +$603K +6,160 +52%
DBIA
211
Dumont & Blake Investment Advisors
New Jersey
$1.77M -$25.5K -260 -1%
IWA
212
Intercontinental Wealth Advisors
Texas
$1.74M -$73.6K -752 -4%
LFAS
213
Level Four Advisory Services
Texas
$1.72M -$2.6M -26,564 -60%
YWP
214
YorkBridge Wealth Partners
New York
$1.71M -$46.7K -477 -3%
KWM
215
Kingsview Wealth Management
Oregon
$1.71M -$50.9K -520 -3%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$1.68M +$972K +9,924 +137%
TCM
217
Tufton Capital Management
Maryland
$1.64M +$1.18K +12 +0.1%
HR
218
Howe & Rusling
New York
$1.63M -$34.4K -351 -2%
BAC
219
Boys Arnold & Co
North Carolina
$1.57M -$1.01M -10,365 -39%
SG Americas Securities
220
SG Americas Securities
New York
$1.57M +$882K +9,003 +129%
ATC
221
Argent Trust Co
Tennessee
$1.56M +$215K +2,198 +16%
PVH
222
Psagot Value Holdings
Israel
$1.56M – – –
LWAC
223
Laurel Wealth Advisors (California)
California
$1.56M -$55K -562 -3%
FA
224
FCG Advisors
New Jersey
$1.52M +$47.2K +482 +3%
APP
225
Avantax Planning Partners
Iowa
$1.52M +$66.1K +675 +5%
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