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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.

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 %
NA
451
Nottingham Advisors
New York
$235K -$6.6K -75 -3%
SFWA
452
Summit Financial Wealth Advisors
Louisiana
$230K – – –
IFAM
453
Institutional & Family Asset Management
Colorado
$229K +$229K +2,593 New
PFM
454
Peak Financial Management
Massachusetts
$228K +$6.18K +70 +3%
WP
455
WealthSource Partners
California
$224K -$101K -1,146 -31%
DADC
456
D.A. Davidson & Co
Montana
$224K -$43.9K -499 -16%
BSB
457
Bangor Savings Bank
Maine
$224K – – –
HCM
458
HMS Capital Management
Tennessee
$224K +$6.89K +78 +3%
IWM
459
Integrated Wealth Management
California
$220K -$9.35K -106 -4%
WSTAM
460
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$8.83K +100 +4%
AF
461
Allworth Financial
California
$217K +$32.6K +370 +18%
VFP
462
Verus Financial Partners
Virginia
$217K +$217K +2,466 New
Fisher Asset Management
463
Fisher Asset Management
Washington
$216K +$216K +2,451 New
PFO
464
Pathstone Family Office
New Jersey
$215K – – –
FC
465
Forte Capital
New York
$214K +$214K +2,422 New
RCWMU
466
Rothschild & Co Wealth Management (UK)
United Kingdom
$212K -$2.12K -24 -1%
BFA
467
Bragg Financial Advisors
North Carolina
$210K -$11.1K -126 -5%
ISL
468
Ingalls & Snyder LLC
New York
$208K – – –
PNC
469
Park National Corp
Ohio
$208K +$208K +2,358 New
FNT
470
First National Trust
Pennsylvania
$207K – – –
CG
471
Cutler Group
California
$206K -$158K -1,804 -43%
SS
472
Sunbelt Securities
Texas
$205K +$205K +2,324 New
MHIM
473
MacNealy Hoover Investment Management
Ohio
$203K -$57.4K -650 -22%
NFP
474
Narus Financial Partners
Utah
$203K +$203K +2,300 New
SWM
475
SVA Wealth Management
Wisconsin
$203K +$203K +2,302 New
17 18
19
20 21