SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

576 hedge funds and large institutions have $4.82B invested in SPDR S&P Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 188 increasing their positions, 213 reducing their positions, and 27 closing their positions.

Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
14.36%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
1.22%
New
57
Increased
188
Reduced
213
Closed
27
Calls
$25.2M
Puts
$9.21M
Net Calls
+$16M
Net Calls Change
+$786K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$37.1M
2
Ameriprise
2
Ameriprise
Minnesota
$184M
3
Morgan Stanley
3
Morgan Stanley
New York
$404M
4
William Blair & Company
4
William Blair & Company
Illinois
$34.4M
5
RJA
5
Raymond James & Associates
Florida
$239M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
State Street
2
State Street
Massachusetts
$32.6M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$192M
5
FIG
5
FundX Investment Group
California
$8.77M
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
251
Alpha Cubed Investments
California
$986K 11,183 +82 +0.7%
CCA
252
Conservest Capital Advisors
Pennsylvania
$978K 11,101 +11,101 New
BFA
253
Beaumont Financial Advisors
Massachusetts
$974K 11,048 +1 +0%
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$972K 11,030 +1,199 +12%
PA
255
Parallel Advisors
California
$963K 10,925 +4,633 +74%
CCM
256
Compton Capital Management
Rhode Island
$958K 10,866 -700 -6%
DC
257
Davenport & Co
Virginia
$958K 11,194 – –
VEA
258
Virtus ETF Advisers
New York
$956K 10,844 -10,388 -49%
CAL
259
Capital Analysts LLC
Pennsylvania
$955K 10,836 +4,920 +83%
TCM
260
Tuttle Capital Management
Connecticut
$955K 10,844 +228 +2%
DY
261
Dowling & Yahnke
California
$951K 10,785 +459 +4%
SBSB
262
Sullivan, Bruyette, Speros & Blaney
Virginia
$940K 10,668 -1,396 -12%
PPA
263
Parametric Portfolio Associates
Washington
$938K 10,638 +1,136 +12%
AFG
264
Albion Financial Group
Utah
$935K 10,605 -423 -4%
IAA
265
Independent Advisor Alliance
North Carolina
$935K 10,672 +10,672 New
SFA
266
Sequoia Financial Advisors
Ohio
$932K 10,577 -190 -2%
TNB
267
Thomasville National Bank
Georgia
$926K 10,502 +10,502 New
WCG
268
Wall Capital Group
Arizona
$924K 10,486 +10,486 New
TBA
269
Train Babcock Advisors
New York
$886K 10,058 -1,916 -16%
EAMA
270
EFG Asset Management (Americas)
Florida
$879K 9,972 -403 -4%
RWP
271
RWA Wealth Partners
Massachusetts
$870K 9,867 +9,867 New
AC
272
Addison Capital
Pennsylvania
$862K 9,781 +1,119 +13%
IT
273
Independence Trust
Tennessee
$857K 9,721 +9,721 New
SSB
274
Sandy Spring Bank
Maryland
$856K 9,714 -2,380 -20%
OMC
275
Overbrook Management Corp
New York
$836K 9,488 +445 +5%
9 10
11
12 13