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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 %
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$384K 4,063 +972 +31%
LPC
427
Loeb Partners Corp
New York
$378K 4,000 – –
TH
428
TCTC Holdings
Texas
$378K 4,000 – –
PP
429
Patten & Patten
Tennessee
$375K 3,966 -1,500 -27%
Luther King Capital Management (LKCM)
430
Luther King Capital Management (LKCM)
Texas
$375K 3,967 – –
KWMG
431
King Wealth Management Group
Florida
$374K 3,959 – –
FCAG
432
First Capital Advisors Group
New Jersey
$371K 3,927 -162 -4%
LWA
433
Lenox Wealth Advisors
New York
$369K 3,907 – –
IGGA
434
Iron Gate Global Advisors
Utah
$367K 3,889 +3,889 New
CCM
435
Colorado Capital Management
Colorado
$361K 3,824 – –
GW
436
GW & Wade
Massachusetts
$359K 3,796 +1,541 +68%
CAG
437
Crestwood Advisors Group
Massachusetts
$357K 3,780 -100 -3%
MWM
438
Mission Wealth Management
California
$354K 3,742 – –
CAM
439
Covenant Asset Management
New Jersey
$354K 3,745 – –
CCM
440
Coldstream Capital Management
Washington
$351K 3,714 +211 +6%
B
441
Bailard
California
$350K 3,701 – –
FAB
442
First American Bank
Illinois
$349K 3,694 – –
FTS
443
Fifth Third Securities
Ohio
$346K 3,666 +3,666 New
WWM
444
Windsor Wealth Management
Indiana
$346K 3,667 +3,667 New
RPC
445
Rossmore Private Capital
Connecticut
$346K 3,657 +3,657 New
EWA
446
Exencial Wealth Advisors
Oklahoma
$345K 3,655 +408 +13%
WAM
447
Watermark Asset Management
California
$343K 3,633 -38 -1%
KF
448
Krilogy Financial
Missouri
$337K 3,567 -249 -7%
GFP
449
Gryphon Financial Partners
Ohio
$337K 3,569 +3,569 New
EC
450
Estate Counselors
Wisconsin
$335K 3,550 – –
16 17
18
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