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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 %
PWLP
451
Prio Wealth Limited Partnership
Massachusetts
$335K 3,555 – –
CG
452
Corundum Group
Colorado
$334K 3,535 +5 +0.1%
NEPWA
453
New England Private Wealth Advisors
Massachusetts
$332K 3,519 +31 +0.9%
FFBTD
454
First Financial Bank - Trust Division
Ohio
$331K 3,510 – –
WHG
455
Westwood Holdings Group
Texas
$330K 3,490 -50 -1%
EVM
456
Eaton Vance Management
Massachusetts
$328K 3,469 -7 -0.2%
S
457
SignatureFD
Georgia
$328K 3,476 +1,173 +51%
OIA
458
Optimum Investment Advisors
Illinois
$327K 3,462 +72 +2%
RCAG
459
Rehmann Capital Advisory Group
Michigan
$327K 3,462 +96 +3%
CWM
460
Concentric Wealth Management
California
$326K 3,449 +320 +10%
IFWM
461
Institute for Wealth Management
Colorado
$326K 3,452 +3,452 New
TI
462
Truepoint Inc
Ohio
$325K 3,441 +73 +2%
QCG
463
Quadrant Capital Group
Ohio
$324K 3,480 +50 +1%
BDF
464
Balasa Dinverno & Foltz
$322K 3,410 – –
CA
465
Crewe Advisors
Utah
$321K 3,394 +3,394 New
CVM
466
Cheviot Value Management
California
$320K 3,389 – –
CA
467
Capital Advantage
California
$318K 3,369 -101 -3%
CCT
468
Chemung Canal Trust
New York
$318K 3,370 – –
HWM
469
Highwater Wealth Management
Colorado
$317K 3,354 -66 -2%
AWA
470
Arete Wealth Advisors
Illinois
$316K 3,344 +33 +1%
ECM
471
Evergreen Capital Management
Washington
$315K 3,339 +3,339 New
LWS
472
Lucia Wealth Services
California
$314K 3,328 +3,328 New
Truist Financial
473
Truist Financial
North Carolina
$312K 3,308 -41 -1%
CFA
474
Carroll Financial Associates
North Carolina
$308K 3,262 -38 -1%
EWM
475
Empirical Wealth Management
Washington
$308K 3,264 – –
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19
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