SDY icon

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 %
CWA
401
Cypress Wealth Advisors
California
$314K – – –
FFBTD
402
First Financial Bank - Trust Division
Ohio
$313K – – –
CCMG
403
Clark Capital Management Group
Pennsylvania
$313K – – –
RCAG
404
Rehmann Capital Advisory Group
Michigan
$313K +$1.41K +16 +0.5%
NEPWA
405
New England Private Wealth Advisors
Massachusetts
$310K +$528 +6 +0.2%
BFA
406
Benedict Financial Advisors
Georgia
$309K -$57.5K -653 -16%
Two Sigma Investments
407
Two Sigma Investments
New York
$308K +$308K +3,500 New
BDF
408
Balasa Dinverno & Foltz
$307K – – –
EVM
409
Eaton Vance Management
Massachusetts
$306K – – –
CS
410
Comerica Securities
Michigan
$305K +$305K +3,458 New
AF
411
Alerus Financial
North Dakota
$301K – – –
QCG
412
Quadrant Capital Group
Ohio
$299K – – –
VWA
413
V Wealth Advisors
Kansas
$295K -$42.6K -486 -13%
Truist Financial
414
Truist Financial
North Carolina
$295K -$1.76K -20 -0.6%
GC
415
Grimes & Company
Massachusetts
$289K -$29.5K -335 -9%
EWM
416
Empirical Wealth Management
Washington
$288K -$10.3K -117 -3%
BCP
417
Berkeley Capital Partners
Georgia
$288K +$2.2K +25 +0.8%
CVM
418
Cheviot Value Management
California
$285K – – –
RT
419
Reliance Trust
Georgia
$285K – – –
EWA
420
Exencial Wealth Advisors
Oklahoma
$284K -$6.03K -69 -2%
GS
421
Girard Securities
California
$280K -$981K -11,108 -78%
CL
422
CPWM LLC
Washington
$280K +$8.56K +97 +3%
PAG
423
Pinnacle Advisory Group
Maryland
$278K +$278K +3,150 New
ASN
424
Advisory Services Network
Georgia
$276K +$276K +3,135 New
CWM
425
Concentric Wealth Management
California
$275K -$133K -1,514 -33%
15 16
17
18 19