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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.

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
1
Raymond James & Associates
Florida
$295M
2
Ameriprise
2
Ameriprise
Minnesota
$238M
3
FAM
3
Flaharty Asset Management
Florida
$9.57M
4
IWM
4
IHT Wealth Management
Illinois
$5.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.91M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$610M
3
Morgan Stanley
3
Morgan Stanley
New York
$366M
4
WC
4
Wexford Capital
Florida
$2.14M
5
Bessemer Group
5
Bessemer Group
New Jersey
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
401
Estate Counselors
Wisconsin
$324K 3,550 -500 -12%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$324K 3,555 -200 -5%
WHG
403
Westwood Holdings Group
Texas
$323K 3,540 +3,540 New
FFBTD
404
First Financial Bank - Trust Division
Ohio
$321K 3,510 – –
CCM
405
Coldstream Capital Management
Washington
$320K 3,503 -414 -11%
SAM
406
Sequent Asset Management
Texas
$319K 3,496 – –
NEPWA
407
New England Private Wealth Advisors
Massachusetts
$318K 3,488 +5 +0.1%
BHB
408
Bank Hapoalim BM
Israel
$317K 3,468 -778 -18%
EVM
409
Eaton Vance Management
Massachusetts
$317K 3,476 – –
CA
410
Capital Advantage
California
$317K 3,470 +474 +16%
AAS
411
Annex Advisory Services
Wisconsin
$313K 3,427 -268 -7%
HWM
412
Highwater Wealth Management
Colorado
$312K 3,420 -934 -21%
BDF
413
Balasa Dinverno & Foltz
$311K 3,410 – –
OIA
414
Optimum Investment Advisors
Illinois
$310K 3,390 -687 -17%
CVM
415
Cheviot Value Management
California
$310K 3,389 – –
QCG
416
Quadrant Capital Group
Ohio
$310K 3,430 – –
TI
417
Truepoint Inc
Ohio
$308K 3,368 -82 -2%
CCT
418
Chemung Canal Trust
New York
$308K 3,370 +3,370 New
RCAG
419
Rehmann Capital Advisory Group
Michigan
$307K 3,366 -201 -6%
WI
420
Wintrust Investments
Illinois
$306K 3,349 -600 -15%
Truist Financial
421
Truist Financial
North Carolina
$306K 3,349 – –
CFA
422
Carroll Financial Associates
North Carolina
$304K 3,300 +3 +0.1%
AWA
423
Arete Wealth Advisors
Illinois
$302K 3,311 -543 -14%
GC
424
Grimes & Company
Massachusetts
$299K 3,277 – –
EWM
425
Empirical Wealth Management
Washington
$298K 3,264 -422 -11%
15 16
17
18 19