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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$43.3M
2
Bank of America
Bank of America
North Carolina
$610M
3
Morgan Stanley
Morgan Stanley
New York
$366M
4
WC
Wexford Capital
Florida
$2.14M
5
Bessemer Group
Bessemer Group
New Jersey
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
301
Fort Point Capital Partners
California
$722K -$43.2K -473 -6%
AA
302
Ancora Advisors
Ohio
$717K +$11.9K +130 +2%
GLA
303
Good Life Advisors
Pennsylvania
$704K +$30.2K +329 +4%
SFSIG
304
San Francisco Sentry Investment Group
California
$702K +$180K +1,972 +34%
HCM
305
Hengehold Capital Management
Ohio
$689K -$3.47K -38 -0.5%
LIM
306
Loudon Investment Management
New Hampshire
$688K -$415K -4,550 -38%
MFBTD
307
MB Financial Bank - Trust Department
Illinois
$654K – – –
CCM
308
Covington Capital Management
California
$652K +$652K +7,134 New
ACP
309
Aveo Capital Partners
Colorado
$643K +$319K +3,492 +98%
FPFS
310
First Personal Financial Services
North Carolina
$639K – – –
SBH
311
Segall Bryant & Hamill
Illinois
$635K +$183 +2 +0%
CSIC
312
Clifford Swan Investment Counsel
California
$619K – – –
DCM
313
Donaldson Capital Management
Indiana
$619K – – –
GWS
314
Glassman Wealth Services
Virginia
$614K – – –
FHC
315
First Heartland Consultants
Missouri
$613K +$45.2K +495 +8%
FMBTD
316
First Midwest Bank Trust Division
Illinois
$610K -$201K -2,200 -25%
KSA
317
Ken Stern & Associates
California
$610K +$22.5K +246 +4%
AP
318
Appleton Partners
Massachusetts
$606K -$17.4K -190 -3%
LP
319
LGL Partners
Pennsylvania
$598K -$1.08M -11,813 -64%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$582K +$10.5K +115 +2%
JWBC
321
J.W. Burns & Co
New York
$581K – – –
PA
322
Pinnacle Associates
New York
$571K +$274 +3 +0%
PTC
323
Private Trust Company
Ohio
$568K -$56.3K -617 -9%
CA
324
Cambridge Advisors
Nebraska
$558K – – –
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$557K +$557K +6,096 New
11 12
13
14 15