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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
EIG
4
Ellenbecker Investment Group
Wisconsin
$11.7M
5
MSA
5
Marino Stram & Associates
Massachusetts
$11.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$42.3M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
NPC
3
National Planning Corporation
California
$0
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
VWM
5
Venturi Wealth Management
Texas
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
351
Appleton Partners
Massachusetts
$608K 6,433 -200 -3%
JWBC
352
J.W. Burns & Co
New York
$601K 6,360 +2 +0%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$600K 6,347 -2,640 -29%
SS
354
Sunbelt Securities
Texas
$597K 6,323 +2,038 +48%
PTC
355
Private Trust Company
Ohio
$596K 6,312 +89 +1%
SWM
356
SeaCrest Wealth Management
New York
$590K 6,241 +6,241 New
HC
357
Hourglass Capital
Texas
$589K 6,230 +680 +12%
Prudential Financial
358
Prudential Financial
New Jersey
$586K 6,200 +200 +3%
BTIS
359
BB&T Investment Services
North Carolina
$582K 6,144 +875 +17%
RWM
360
Ritholtz Wealth Management
New York
$577K 6,107 +200 +3%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$570K 6,036 -60 -1%
SMC
362
Smith, Moore & Co
Missouri
$568K 6,014 +113 +2%
SAM
363
Sawgrass Asset Management
Florida
$565K 5,975 – –
NIA
364
Northstar Investment Advisors
Colorado
$563K 5,957 +722 +14%
AIP
365
Ameritas Investment Partners
Nebraska
$560K 15,154 +639 +4%
WAG
366
Winthrop Advisory Group
Massachusetts
$559K 5,906 +5,906 New
NCM
367
New Capital Management
Texas
$554K 5,859 – –
DC
368
Derby & Company
Massachusetts
$551K 5,836 +5,836 New
SFG
369
SevenBridge Financial Group
Pennsylvania
$550K 5,822 -225 -4%
CA
370
Cambridge Advisors
Nebraska
$549K 5,815 -300 -5%
ST
371
Smithfield Trust
Pennsylvania
$545K 5,777 -85 -1%
WP
372
WMS Partners
Maryland
$543K 5,749 – –
SAM
373
Sequent Asset Management
Texas
$538K 5,692 +2,196 +63%
IAA
374
Ironsides Asset Advisors
North Carolina
$536K 5,670 – –
PWW
375
Pettyjohn Wood & White
Virginia
$534K 5,651 – –
13 14
15
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