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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 %
WEC
301
Winslow Evans & Crocker
Massachusetts
$728K 8,258 -2,240 -21%
AA
302
Ancora Advisors
Ohio
$725K 8,215 +263 +3%
TAM
303
Tocqueville Asset Management
New York
$723K 8,201 – –
FIM
304
Freedom Investment Management
Connecticut
$721K 8,185 +2,538 +45%
Barclays
305
Barclays
United Kingdom
$716K 8,120 -1,400 -15%
ADL
306
Asset Dedication LLC
California
$704K 8,000 -700 -8%
KA
307
Kovack Advisors
Florida
$673K 7,638 +252 +3%
AWE
308
Avidian Wealth Enterprises
Texas
$665K 7,542 -13,962 -65%
HCM
309
Hengehold Capital Management
Ohio
$664K 7,535 -18 -0.2%
FHC
310
First Heartland Consultants
Missouri
$615K 6,976 +1,893 +37%
GAG
311
GM Advisory Group
New York
$613K 6,954 +1,286 +23%
GFPC
312
Global Financial Private Capital
Florida
$603K 6,839 +6,839 New
AP
313
Appleton Partners
Massachusetts
$601K 6,823 +6,823 New
PTC
314
Private Trust Company
Ohio
$597K 6,777 -721 -10%
TWA
315
TCI Wealth Advisors
Arizona
$597K 6,774 -404 -6%
DCM
316
Donaldson Capital Management
Indiana
$597K 6,777 -207 -3%
CSIC
317
Clifford Swan Investment Counsel
California
$597K 6,773 – –
GWS
318
Glassman Wealth Services
Virginia
$593K 6,726 +102 +2%
FMBTD
319
First Midwest Bank Trust Division
Illinois
$588K 6,676 +1,000 +18%
KSA
320
Ken Stern & Associates
California
$580K 6,538 +177 +3%
CCM
321
Canal Capital Management
Virginia
$565K 6,411 +6,411 New
RFC
322
Regions Financial Corp
Alabama
$563K 6,389 -205 -3%
HC
323
Hourglass Capital
Texas
$560K 6,350 -30 -0.5%
WP
324
WMS Partners
Maryland
$553K 6,272 -101 -2%
SAM
325
Sawgrass Asset Management
Florida
$553K 6,275 +75 +1%
11 12
13
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