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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

569 hedge funds and large institutions have $4.96B invested in SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.21%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$69.4M
3
Ameriprise
3
Ameriprise
Minnesota
$217M
4
RJA
4
Raymond James & Associates
Florida
$265M
5
Bank of America
5
Bank of America
North Carolina
$639M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$47M
2
Morgan Stanley
2
Morgan Stanley
New York
$370M
3
State Street
3
State Street
Massachusetts
$18.6M
4
N
4
Natixis
France
$0
5
SB
5
Suntrust Banks
Georgia
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
451
BOK Financial Private Wealth
Colorado
$238K 2,676 – –
TCM
452
Tradewinds Capital Management
Washington
$234K 2,633 +400 +18%
BGC
453
Blue Granite Capital
South Carolina
$234K 2,627 +2,627 New
TH
454
Timber Hill
Connecticut
$233K 2,625 +2,625 New
NA
455
Nottingham Advisors
New York
$231K 2,599 -70 -3%
IFAM
456
Institutional & Family Asset Management
Colorado
$230K 2,593 – –
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$228K 2,564 -40 -2%
WP
458
WealthSource Partners
California
$227K 2,554 +10 +0.4%
HCM
459
HMS Capital Management
Tennessee
$227K 2,556 +20 +0.8%
NA
460
NewEdge Advisors
Louisiana
$227K 2,561 +2,561 New
IGGA
461
Iron Gate Global Advisors
Utah
$226K 2,541 +2,541 New
NPF
462
Norris Perne & French
Michigan
$222K 2,500 -210 -8%
PFM
463
Peak Financial Management
Massachusetts
$220K 2,479 -104 -4%
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$219K 2,469 – –
PFO
465
Pathstone Family Office
New Jersey
$216K 2,435 – –
IFWM
466
Institute for Wealth Management
Colorado
$215K 2,428 +2,428 New
RCWMU
467
Rothschild & Co Wealth Management (UK)
United Kingdom
$213K 2,401 – –
S
468
SignatureFD
Georgia
$211K 2,378 +75 +3%
PNC
469
Park National Corp
Ohio
$210K 2,358 – –
ISL
470
Ingalls & Snyder LLC
New York
$210K 2,359 – –
FNT
471
First National Trust
Pennsylvania
$209K 2,350 – –
SS
472
Sunbelt Securities
Texas
$208K 2,335 +11 +0.5%
PAG
473
Pinnacle Advisory Group
Maryland
$203K 2,289 -861 -27%
CB
474
Commerce Bank
Missouri
$203K 2,288 – –
AA
475
Apriem Advisors
California
$201K 2,262 +503 +29%
17 18
19
20 21