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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

660 hedge funds and large institutions have $5.36B invested in SPDR S&P Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 26 closing their positions.

Holders
660
Holders Change
+85
Holders Change %
+14.78%
% of All Funds
14.99%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.23%
New
117
Increased
220
Reduced
202
Closed
26
Calls
$3.61M
Puts
$2.94M
Net Calls
+$672K
Net Calls Change
-$1.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$133M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
LNC
4
Lincoln National Corp
Pennsylvania
$20.6M
5
TSS
5
Two Sigma Securities
New York
$12.5M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$41.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$42.3M
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
NPC
4
National Planning Corporation
California
$0
5
SIA
5
Starfire Investment Advisers
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
301
Crestone Asset Management
Colorado
$853K 9,033 – –
TWA
302
TCI Wealth Advisors
Arizona
$840K 8,896 +43 +0.5%
SHWM
303
Smith & Howard Wealth Management
Georgia
$835K 8,837 -5,423 -38%
CAC
304
Certified Advisory Corp
Florida
$834K 8,832 +8,832 New
CFD
305
Creative Financial Designs
Indiana
$831K 8,794 -1,524 -15%
RMCM
306
Reynders McVeigh Capital Management
Massachusetts
$831K 8,791 – –
SFSIG
307
San Francisco Sentry Investment Group
California
$818K 8,656 +966 +13%
VC
308
Vicus Capital
Pennsylvania
$815K 8,628 -243 -3%
MMPW
309
Mitchell McLeod Pugh & Williams
Alabama
$808K 8,552 – –
NFG
310
Nadler Financial Group
Illinois
$798K 8,443 -710 -8%
BFO
311
Boston Family Office
Massachusetts
$798K 8,450 +150 +2%
SEI Investments
312
SEI Investments
Pennsylvania
$795K 8,419 -1,727 -17%
DAS
313
Dynamic Advisor Solutions
Arizona
$795K 8,418 +8,418 New
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$793K 8,393 -10 -0.1%
PPSG
315
Princeton Portfolio Strategies Group
New Jersey
$792K 8,388 +5,217 +165%
GLA
316
Good Life Advisors
Pennsylvania
$780K 8,181 +510 +7%
KSA
317
Ken Stern & Associates
California
$774K 8,195 +1,535 +23%
VWM
318
Venturi Wealth Management
Texas
$773K 8,184 -95,155 -92%
AA
319
Ancora Advisors
Ohio
$771K 8,160 +313 +4%
Millennium Management
320
Millennium Management
New York
$768K 8,125 -25,303 -76%
FWP
321
FAS Wealth Partners
Kansas
$756K 8,003 -4,289 -35%
TAM
322
Tocqueville Asset Management
New York
$740K 7,834 -77 -1%
SFA
323
Sequoia Financial Advisors
Ohio
$736K 7,788 -3,103 -28%
NL
324
NVWM LLC
Pennsylvania
$736K 7,786 +7,786 New
FPGK
325
Financial Partners Group (Kansas)
Kansas
$725K 7,671 +7,671 New
11 12
13
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