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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.

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
1
Ameriprise
Minnesota
$333M
2
PAG
2
Private Advisor Group
New Jersey
$21M
3
RJA
3
Raymond James & Associates
Florida
$375M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$58M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$17.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$12.2M
3
SB
3
Suntrust Banks
Georgia
$125M
4
Bank of America
4
Bank of America
North Carolina
$559M
5
Wells Fargo
5
Wells Fargo
California
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$559M 5,713,038 -219,496 -4%
Morgan Stanley
2
Morgan Stanley
New York
$377M 3,853,595 +101,324 +3%
RJA
3
Raymond James & Associates
Florida
$375M 3,832,564 +126,725 +3%
Ameriprise
4
Ameriprise
Minnesota
$333M 2,889,161 +163,024 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$200M 2,042,112 -18,333 -0.9%
UBS Group
6
UBS Group
Switzerland
$189M 1,933,536 -9,150 -0.5%
Wells Fargo
7
Wells Fargo
California
$183M 1,863,988 -189,388 -9%
JIC
8
Joel Isaacson & Co
New York
$177M 1,806,412 +14,325 +0.8%
LPL Financial
9
LPL Financial
California
$129M 1,319,249 -1,575 -0.1%
SB
10
Suntrust Banks
Georgia
$125M 1,275,094 -227,285 -15%
CIA
11
Capital Investment Advisors
Georgia
$110M 1,118,010 +12,812 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$88.6M 905,051 +46,959 +5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$79.9M 816,376 -15,082 -2%
DWM
14
Destination Wealth Management
California
$73.8M 753,481 -21,344 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$70.9M 723,728 +27,999 +4%
V
16
Veritable
Delaware
$64.9M 662,672 -1,422 -0.2%
MML Investors Services
17
MML Investors Services
Massachusetts
$58M 591,889 +126,602 +27%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$49.2M 502,146 -10,458 -2%
MGIA
19
Moneta Group Investment Advisors
Missouri
$46.9M 479,384 +90,507 +23%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$44.4M 453,300 +26,817 +6%
Goldman Sachs
21
Goldman Sachs
New York
$40.9M 417,645 -4,426 -1%
UCFA
22
United Capital Financial Advisors
Texas
$40.3M 411,756 +5,991 +1%
LW
23
Linscomb Wealth
Texas
$38.2M 390,188 -8,497 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$35.1M 358,627 -1,581 -0.4%
SC
25
Stratford Consulting
Texas
$34.4M 351,576 +1,112 +0.3%
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