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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 %
HTC
426
Haverford Trust Company
Pennsylvania
$269K +$269K +3,056 New
SCA
427
Stonebridge Capital Advisors
Minnesota
$268K – – –
WF
428
WealthTrust Fairport
Ohio
$266K +$441 +5 +0.2%
AL
429
Aspiriant LLC
California
$266K +$266K +3,019 New
BCP
430
Blue Chip Partners
Michigan
$264K – – –
MA
431
MCF Advisors
Kentucky
$263K -$12.9K -146 -5%
SHGA
432
Sand Hill Global Advisors
California
$259K +$259K +2,944 New
SC
433
Savant Capital
Illinois
$258K – – –
AWA
434
Arete Wealth Advisors
Illinois
$257K +$36.2K +412 +16%
MA
435
MUFG Americas
New York
$256K -$25.2K -285 -9%
SNT
436
Security National Trust
West Virginia
$256K – – –
ACP
437
Aveo Capital Partners
Colorado
$255K -$317K -3,592 -55%
SAM
438
Summit Asset Management
Tennessee
$255K – – –
VKH
439
Virtu KCG Holdings
New York
$254K -$199K -2,262 -44%
HCM
440
Howland Capital Management
Massachusetts
$254K -$17.6K -200 -6%
CA
441
Capital Advantage
California
$253K – – –
VNA
442
Valley National Advisers
Pennsylvania
$240K -$104K -1,175 -30%
HW
443
Hedeker Wealth
Illinois
$239K -$32.4K -369 -12%
PWM
444
Perigon Wealth Management
California
$239K – – –
NPF
445
Norris Perne & French
Michigan
$239K +$239K +2,710 New
HCM
446
Hall Capital Management
Rhode Island
$238K – – –
KF
447
Krilogy Financial
Missouri
$237K – – –
BFIM
448
Beese Fulmer Investment Management
Ohio
$237K – – –
GKWIM
449
Gerber Kawasaki Wealth & Investment Management
California
$236K -$26.3K -300 -10%
BFPW
450
BOK Financial Private Wealth
Colorado
$236K +$236K +2,676 New
16 17
18
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