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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 %
TD Asset Management
501
TD Asset Management
Ontario, Canada
$256K 3,227 +3,227 New
HCM
502
Hall Capital Management
Rhode Island
$255K 2,698 – –
NPF
503
Norris Perne & French
Michigan
$253K 2,683 +183 +7%
CS
504
Comerica Securities
Michigan
$252K 2,664 -9 -0.3%
WMG
505
WESCAP Management Group
California
$251K 2,658 +2,658 New
VWA
506
V Wealth Advisors
Kansas
$250K 2,617 -2,372 -48%
RIA
507
Regal Investment Advisors
Michigan
$250K 2,643 -400 -13%
SCA
508
Stonebridge Capital Advisors
Minnesota
$249K 2,640 -280 -10%
TCM
509
Tradewinds Capital Management
Washington
$249K 2,633 – –
IFAM
510
Institutional & Family Asset Management
Colorado
$247K 2,614 +18 +0.7%
BFA
511
Benedict Financial Advisors
Georgia
$245K 2,590 -10 -0.4%
RWA
512
Ropes Wealth Advisors
Massachusetts
$243K 2,576 -1,236 -32%
MWAC
513
Mariner Wealth Advisors (Cincinnati)
Ohio
$241K 2,546 +25 +1%
EAMA
514
EFG Asset Management (Americas)
Florida
$239K 2,533 -1,865 -42%
CA
515
Calton & Associates
Florida
$239K 2,476 +2,476 New
RE
516
RBC Europe
United Kingdom
$237K 2,507 – –
CIAS
517
Capital Investment Advisory Services
North Carolina
$235K 2,483 +2,483 New
CCMG
518
Clark Capital Management Group
Pennsylvania
$232K 2,460 +2,460 New
EIA
519
Eldridge Investment Advisors
New Hampshire
$231K 2,450 +2,450 New
MHIM
520
MacNealy Hoover Investment Management
Ohio
$231K 2,450 +2,450 New
MA
521
MUFG Americas
New York
$230K 2,438 -285 -10%
SCA
522
Snowden Capital Advisors
New York
$228K 2,412 +2,412 New
GAG
523
GM Advisory Group
New York
$226K 2,390 -114 -5%
BP
524
Broadleaf Partners
Ohio
$226K 2,388 +2,388 New
RCWMU
525
Rothschild & Co Wealth Management (UK)
United Kingdom
$224K 2,368 – –
19 20
21
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