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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 Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$32.3M 366,983 -24,273 -6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$29.7M 337,482 +6,693 +2%
SC
28
Stratford Consulting
Texas
$29.3M 332,007 +7,018 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$28.7M 325,962 -151,449 -32%
MGIA
30
Moneta Group Investment Advisors
Missouri
$28.1M 319,129 +1,298 +0.4%
MWP
31
MYCIO Wealth Partners
Pennsylvania
$27.4M 310,599 +9,268 +3%
ICOA
32
Investment Centers of America
North Dakota
$27.1M 307,312 +2,715 +0.9%
SC
33
Scotia Capital
Ontario, Canada
$26.6M 301,157 +3,743 +1%
BUB
34
BBVA USA Bancshares
Texas
$23.9M 270,652 +812 +0.3%
MCM
35
MAI Capital Management
Ohio
$22.3M 252,635 +344 +0.1%
CW
36
Cobiz Wealth
Colorado
$21.5M 243,377 +8,747 +4%
KA
37
Klingman & Associates
New York
$21.1M 239,883 -4,469 -2%
CCP
38
Cardan Capital Partners
Colorado
$21M 238,454 -32,319 -12%
BF
39
BOK Financial
Oklahoma
$20.1M 227,933 +22,564 +11%
AllianceBernstein
40
AllianceBernstein
Tennessee
$19.1M 217,194 +30,446 +16%
BC
41
Brinker Capital
Pennsylvania
$19M 215,194 +14,463 +7%
FCI
42
Financial Counselors Inc
Kansas
$18.6M 210,777 -1,850 -0.9%
CA
43
Clearstead Advisors
Ohio
$17.7M 200,284 +954 +0.5%
SAMC
44
Spectrum Asset Management (California)
California
$17.1M 194,247 -4,164 -2%
JGIA
45
Jackson Grant Investment Advisers
Connecticut
$17M 193,372 +5,296 +3%
Stifel Financial
46
Stifel Financial
Missouri
$16.2M 183,782 +11,182 +6%
Northern Trust
47
Northern Trust
Illinois
$15.1M 171,426 +14,027 +9%
PMG
48
ProVise Management Group
Florida
$14.9M 169,087 -4,984 -3%
M&T Bank
49
M&T Bank
New York
$14.8M 167,733 -4,534 -3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$14.4M 163,556 +8,321 +5%
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