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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 %
FF
476
Friedenthal Financial
New Jersey
$308K 3,255 – –
IC
477
Intersect Capital
California
$308K 3,265 +431 +15%
BCP
478
Berkeley Capital Partners
Georgia
$307K 3,246 -4 -0.1%
RT
479
Reliance Trust
Georgia
$305K 3,229 – –
AAS
480
Annex Advisory Services
Wisconsin
$303K 3,212 -215 -6%
BIAS
481
Beacon Investment Advisory Services
New Jersey
$301K 3,188 -1,220 -28%
DBT
482
Dubuque Bank & Trust
Iowa
$300K 3,178 -1,588 -33%
FANJ
483
Financial Architects (New Jersey)
New Jersey
$300K 3,176 +481 +18%
WF
484
WoodTrust Financial
Wisconsin
$300K 3,178 +3,178 New
SIA
485
SeaBridge Investment Advisors
New Jersey
$299K 3,160 -65 -2%
BO
486
Bank OZK
Arkansas
$296K 3,132 +3,132 New
BCP
487
Blue Chip Partners
Michigan
$283K 2,991 – –
MA
488
MCF Advisors
Kentucky
$276K 2,921 -61 -2%
SAM
489
Summit Asset Management
Tennessee
$276K 2,924 – –
VNA
490
Valley National Advisers
Pennsylvania
$274K 2,895 – –
HCM
491
HMS Capital Management
Tennessee
$272K 2,880 +283 +11%
HCM
492
Howland Capital Management
Massachusetts
$271K 2,871 -10 -0.3%
AWM
493
AE Wealth Management
Kansas
$271K 2,869 +2,869 New
CDH
494
Charles D. Hyman
$267K 2,829 +54 +2%
WCAMG
495
Woodard & Company Asset Management Group
North Carolina
$266K 2,820 +2,820 New
GC
496
Grimes & Company
Massachusetts
$265K 2,810 -467 -14%
PWM
497
Perigon Wealth Management
California
$264K 2,794 +97 +4%
WI
498
Wintrust Investments
Illinois
$260K 2,749 -600 -18%
GTAM
499
Global Trust Asset Management
Florida
$258K 2,731 +2,731 New
POIA
500
Pin Oak Investment Advisors
Texas
$258K 2,732 +2,732 New
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20
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