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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.

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
CIA
3
Capital Investment Advisors
Georgia
$93.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.37M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$702M 7,845,033 +2,131,995 +37%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$460M 5,135,163 +5,053,606 +6,196%
Morgan Stanley
3
Morgan Stanley
New York
$414M 4,626,524 +772,929 +20%
RJA
4
Raymond James & Associates
Florida
$364M 4,063,579 +231,015 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$252M 2,819,088 +776,976 +38%
UBS Group
6
UBS Group
Switzerland
$235M 2,626,703 +693,167 +36%
Wells Fargo
7
Wells Fargo
California
$216M 2,414,989 +551,001 +30%
Ameriprise
8
Ameriprise
Minnesota
$209M 2,312,401 -576,760 -20%
JIC
9
Joel Isaacson & Co
New York
$170M 1,848,276 +41,864 +2%
SB
10
Suntrust Banks
Georgia
$161M 1,803,562 +528,468 +41%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$134M 1,497,891 +1,385,316 +1,231%
LPL Financial
12
LPL Financial
California
$127M 1,424,205 +104,956 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$94.7M 1,057,454 +333,726 +46%
CIA
14
Capital Investment Advisors
Georgia
$93.1M 1,040,118 -77,892 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$90.9M 1,015,383 +110,332 +12%
Goldman Sachs
16
Goldman Sachs
New York
$73.4M 820,447 +402,802 +96%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$73M 821,080 +4,704 +0.6%
DWM
18
Destination Wealth Management
California
$67M 748,105 -5,376 -0.7%
V
19
Veritable
Delaware
$64.9M 724,906 +62,234 +9%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$63M 704,227 +202,081 +40%
MML Investors Services
21
MML Investors Services
Massachusetts
$55.9M 624,829 +32,940 +6%
MGIA
22
Moneta Group Investment Advisors
Missouri
$45.7M 510,299 +30,915 +6%
VWM
23
Venturi Wealth Management
Texas
$43.8M 498,627 +498,627 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$43.5M 486,354 +33,054 +7%
LW
25
Linscomb Wealth
Texas
$40.5M 452,010 +61,822 +16%
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