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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.

New
Increased
Maintained
Reduced
Closed
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 %
S
476
SignatureFD
Georgia
$203K +$203K +2,303 New
CB
477
Commerce Bank
Missouri
$202K -$127K -1,441 -39%
TCM
478
Tradewinds Capital Management
Washington
$197K – – –
SMFG
479
Sumitomo Mitsui Financial Group
Japan
$185K +$185K +2,102 New
JFA
480
JNBA Financial Advisors
Minnesota
$171K -$34.9K -396 -17%
FANJ
481
Financial Architects (New Jersey)
New Jersey
$170K -$10.2K -116 -6%
IDBONY
482
Israel Discount Bank of New York
New York
$165K – – –
FNB
483
Farmers National Bank
Kentucky
$160K – – –
SP
484
Symmetry Partners
Connecticut
$160K +$160K +1,817 New
HIIFS
485
Harel Insurance Investments & Financial Services
Israel
$159K +$159K +1,800 New
AA
486
Apriem Advisors
California
$155K +$176 +2 +0.1%
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$150K – – –
BWA
488
Burt Wealth Advisors
Maryland
$137K – – –
HDIM
489
Hanson & Doremus Investment Management
Vermont
$135K – – –
BC
490
Bartlett & Co
Ohio
$133K +$41K +465 +44%
JWM
491
Jacobus Wealth Management
Wisconsin
$132K – – –
BEAM
492
Baker Ellis Asset Management
Washington
$129K – – –
RAM
493
Riggs Asset Management
Pennsylvania
$123K -$215K -2,433 -64%
CAG
494
Crestwood Advisors Group
Massachusetts
$122K -$124K -1,400 -50%
AA
495
AlphaMark Advisors
Kentucky
$120K – – –
HS
496
Horan Securities
United States
$119K +$119K +1,365 New
ACS
497
Archford Capital Strategies
Illinois
$116K – – –
EWM
498
Endurance Wealth Management
Rhode Island
$109K – – –
M
499
MOTCO
Texas
$105K – – –
UWPG
500
Ullmann Wealth Partners Group
Florida
$99K +$99K +1,130 New
18 19
20
21 22