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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SBH
376
Segall Bryant & Hamill
Illinois
$373K – – –
Luther King Capital Management (LKCM)
377
Luther King Capital Management (LKCM)
Texas
$367K -$140K -1,586 -28%
HSA
378
HBK Sorce Advisory
Pennsylvania
$367K -$30.2K -343 -8%
WA
379
WFG Advisors
Texas
$365K -$159K -1,803 -30%
AAS
380
Annex Advisory Services
Wisconsin
$362K -$2.03K -23 -0.6%
EC
381
Estate Counselors
Wisconsin
$361K -$163K -1,850 -31%
OIA
382
Optimum Investment Advisors
Illinois
$358K +$1.06K +12 +0.3%
TH
383
TCTC Holdings
Texas
$353K – – –
NIA
384
Northstar Investment Advisors
Colorado
$352K -$64.8K -735 -16%
AIM
385
Acropolis Investment Management
Missouri
$352K – – –
KWMG
386
King Wealth Management Group
Florida
$350K -$8.81K -100 -2%
RIA
387
Regal Investment Advisors
Michigan
$349K -$9.44K -107 -3%
CCM
388
Coldstream Capital Management
Washington
$345K – – –
Cerity Partners
389
Cerity Partners
New York
$345K +$345K +3,915 New
DBT
390
Dubuque Bank & Trust
Iowa
$344K +$74.3K +844 +28%
PPSG
391
Princeton Portfolio Strategies Group
New Jersey
$343K +$343K +3,893 New
FAB
392
First American Bank
Illinois
$341K -$17.6K -200 -5%
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
$339K – – –
CCM
394
Colorado Capital Management
Colorado
$337K – – –
WAM
395
Watermark Asset Management
California
$337K +$337K +3,826 New
RWA
396
Ropes Wealth Advisors
Massachusetts
$336K – – –
BTIS
397
BB&T Investment Services
North Carolina
$335K -$403K -4,590 -55%
BRWA
398
B. Riley Wealth Advisors
Florida
$335K -$67.2K -762 -17%
CAM
399
Covenant Asset Management
New Jersey
$330K -$148K -1,685 -31%
CFA
400
Carroll Financial Associates
North Carolina
$318K +$20.8K +236 +7%
14 15
16
17 18