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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.

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
1
Cornerstone Wealth Management
Missouri
$72.4M
2
FCI
2
Financial Counselors Inc
Kansas
$16.7M
3
RJA
3
Raymond James & Associates
Florida
$344M
4
CI
4
CX Institutional
Indiana
$7.26M
5
AF
5
Allworth Financial
California
$6.1M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$150K
2
Ameriprise
2
Ameriprise
Minnesota
$253M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$43.1M
4
Wells Fargo
4
Wells Fargo
California
$190M
5
SCM
5
Sandler Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$550M 5,932,534 -139,928 -2%
Morgan Stanley
2
Morgan Stanley
New York
$348M 3,752,271 -4,032 -0.1%
RJA
3
Raymond James & Associates
Florida
$344M 3,705,839 +138,210 +4%
Ameriprise
4
Ameriprise
Minnesota
$253M 2,726,137 -248,044 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$191M 2,060,445 -15,566 -0.7%
Wells Fargo
6
Wells Fargo
California
$190M 2,053,376 -239,005 -10%
UBS Group
7
UBS Group
Switzerland
$180M 1,942,686 -117,408 -6%
JIC
8
Joel Isaacson & Co
New York
$166M 1,792,087 +2,898 +0.2%
SB
9
Suntrust Banks
Georgia
$139M 1,502,379 -72,463 -5%
LPL Financial
10
LPL Financial
California
$122M 1,320,824 -79,428 -6%
CIA
11
Capital Investment Advisors
Georgia
$103M 1,105,198 +22,884 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$79.5M 858,092 -18,548 -2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$77.1M 831,458 -18,685 -2%
CWM
14
Cornerstone Wealth Management
Missouri
$72.4M 6,701,997 +6,691,174 +61,824%
DWM
15
Destination Wealth Management
California
$71.8M 774,825 +16,981 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$64.5M 695,729 -23,740 -3%
V
17
Veritable
Delaware
$61.6M 664,094 -12,882 -2%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$47.5M 512,604 +933 +0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$43.1M 465,287 -241,174 -34%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$39.5M 426,483 +26,509 +7%
Goldman Sachs
21
Goldman Sachs
New York
$39.1M 422,071 -4,861 -1%
UCFA
22
United Capital Financial Advisors
Texas
$37.6M 405,765 -4,420 -1%
LW
23
Linscomb Wealth
Texas
$37M 398,685 -8,082 -2%
MGIA
24
Moneta Group Investment Advisors
Missouri
$36M 388,877 +63,415 +19%
MWP
25
MYCIO Wealth Partners
Pennsylvania
$33.5M 361,730 -17,535 -5%
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