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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

575 hedge funds and large institutions have $5.09B invested in SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$295M
2
Ameriprise
2
Ameriprise
Minnesota
$238M
3
FAM
3
Flaharty Asset Management
Florida
$9.57M
4
IWM
4
IHT Wealth Management
Illinois
$5.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.91M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$610M
3
Morgan Stanley
3
Morgan Stanley
New York
$366M
4
WC
4
Wexford Capital
Florida
$2.14M
5
Bessemer Group
5
Bessemer Group
New Jersey
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
276
SEI Investments
Pennsylvania
$927K +$775K +8,487 +512%
AC
277
Addison Capital
Pennsylvania
$899K +$3.2K +35 +0.4%
RWP
278
RWA Wealth Partners
Massachusetts
$892K -$9.87K -108 -1%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$884K +$78.5K +859 +10%
KA
280
Kovack Advisors
Florida
$881K +$77.3K +847 +10%
CBU
281
CIBC Bank USA
Illinois
$876K +$51.6K +565 +6%
RG
282
Rikoon Group
New Mexico
$874K +$18.7K +205 +2%
SSB
283
Sandy Spring Bank
Maryland
$844K -$9.13K -100 -1%
CFMC
284
Curbstone Financial Management Corp
New Hampshire
$837K +$414K +4,534 +98%
NFG
285
Nadler Financial Group
Illinois
$836K -$151K -1,650 -15%
SA
286
SRH Advisors
Kansas
$827K – – –
CAM
287
Crestone Asset Management
Colorado
$825K – – –
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$821K -$311K -3,404 -27%
VC
289
Vicus Capital
Pennsylvania
$810K -$8.04K -88 -1%
TWA
290
TCI Wealth Advisors
Arizona
$809K +$105K +1,149 +15%
RMCM
291
Reynders McVeigh Capital Management
Massachusetts
$803K -$43.4K -475 -5%
FIM
292
Freedom Investment Management
Connecticut
$795K -$146K -1,599 -16%
MMPW
293
Mitchell McLeod Pugh & Williams
Alabama
$781K -$66.7K -730 -8%
BHWM
294
Bar Harbor Wealth Management
New Hampshire
$767K – – –
BFO
295
Boston Family Office
Massachusetts
$758K -$11.9K -130 -2%
DADC
296
D.A. Davidson & Co
Montana
$738K +$363K +3,974 +97%
PFS
297
Prospera Financial Services
Texas
$737K +$48.4K +529 +7%
EDRH
298
Edmond de Rothschild Holding
Switzerland
$733K -$65K -712 -8%
SBSB
299
Sullivan, Bruyette, Speros & Blaney
Virginia
$723K -$7.21K -79 -1%
TAM
300
Tocqueville Asset Management
New York
$723K +$914 +10 +0.1%
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12
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