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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 %
FNT
401
First National Trust
Pennsylvania
$459K 4,860 +2,510 +107%
AIM
402
Acropolis Investment Management
Missouri
$457K 4,841 – –
CWM
403
Calamos Wealth Management
Illinois
$455K 4,814 – –
ADL
404
Asset Dedication LLC
California
$450K 4,769 +1,660 +53%
DWM
405
Dynasty Wealth Management
Florida
$448K 4,738 +4,738 New
HTC
406
Haverford Trust Company
Pennsylvania
$445K 4,706 +1,700 +57%
WWM
407
Wagner Wealth Management
South Carolina
$442K 4,633 +4,633 New
CB
408
Commerce Bank
Missouri
$440K 4,657 +1,445 +45%
MWA
409
MFA Wealth Advisors
Pennsylvania
$436K 4,586 +4,586 New
KPAG
410
KLS Professional Advisors Group
New York
$431K 4,560 +4,560 New
DK
411
Darrell & King
Virginia
$428K 4,535 +2 +0%
BMM
412
Buffington Mohr McNeal
Idaho
$424K 4,483 – –
PIM
413
Penobscot Investment Management
Massachusetts
$422K 4,462 -230 -5%
PWM
414
Patriot Wealth Management
Texas
$415K 4,396 +450 +11%
SFG
415
SNS Financial Group
Minnesota
$414K 4,377 – –
CFMC
416
Curbstone Financial Management Corp
New Hampshire
$411K 4,350 -4,818 -53%
BA
417
Birinyi Associates
Connecticut
$405K 4,282 – –
BRWA
418
B. Riley Wealth Advisors
Florida
$404K 4,271 +505 +13%
SC
419
Savant Capital
Illinois
$403K 4,266 – –
SGAM
420
Steinberg Global Asset Management
Florida
$397K 4,206 -1,541 -27%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$394K 4,167 +1,500 +56%
HSA
422
HBK Sorce Advisory
Pennsylvania
$389K 4,122 -203 -5%
PGA
423
Premia Global Advisors
Florida
$388K 4,115 +4,115 New
LC
424
Lourd Capital
California
$387K 4,097 +4,097 New
CIA
425
Choate Investment Advisors
Massachusetts
$385K 4,080 – –
15 16
17
18 19