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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 %
ISL
526
Ingalls & Snyder LLC
New York
$223K 2,359 – –
CB
527
Cadence Bank
Mississippi
$223K 2,358 +2,358 New
PNC
528
Park National Corp
Ohio
$219K 2,316 – –
CAN
529
Claraphi Advisory Network
United States
$215K 2,280 +2,280 New
SWMG
530
Signature Wealth Management Group
Georgia
$215K 2,280 +2,280 New
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$213K 2,257 +2,257 New
WPW
532
Waldron Private Wealth
Pennsylvania
$212K 2,245 – –
HFA
533
Huber Financial Advisors
Illinois
$210K 2,223 +2,223 New
VFP
534
Verus Financial Partners
Virginia
$209K 2,215 +2,215 New
Thrivent Financial for Lutherans
535
Thrivent Financial for Lutherans
Minnesota
$208K 2,202 +210 +11%
BFIM
536
Beese Fulmer Investment Management
Ohio
$207K 2,188 -500 -19%
WP
537
WealthSource Partners
California
$206K 2,179 -52 -2%
BFC
538
Bedel Financial Consulting
Indiana
$203K 2,147 +2,147 New
NB
539
Nicolet Bankshares
Wisconsin
$202K 2,143 -270 -11%
OC
540
Oarsman Capital
Wisconsin
$202K 2,140 +2,140 New
NA
541
Nottingham Advisors
New York
$201K 2,124 -125 -6%
RC
542
Roundview Capital
New Jersey
$201K 2,125 +2,125 New
FIAS
543
FinTrust Investment Advisory Services
South Carolina
$201K 2,125 +2,125 New
CDIA
544
Capital Directions Investment Advisors
Georgia
$195K 2,061 +61 +3%
FFG
545
Ford Financial Group
California
$194K 2,039 +2,039 New
RFA
546
Reilly Financial Advisors
California
$189K 1,996 +1,796 +898%
IDBONY
547
Israel Discount Bank of New York
New York
$177K 1,875 – –
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$170K 1,800 – –
CBT
549
Capital Bank & Trust
California
$158K 1,670 +1,670 New
BC
550
Bartlett & Co
Ohio
$156K 1,648 -75 -4%
20 21
22
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