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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 %
EFSCE
551
Enterprise Financial Services Corp (EFSC)
Missouri
$151K 1,603 -26 -2%
BWA
552
Burt Wealth Advisors
Maryland
$147K 1,554 – –
HDIM
553
Hanson & Doremus Investment Management
Vermont
$145K 1,530 – –
FNB
554
Farmers National Bank
Kentucky
$142K 1,500 -200 -12%
BEAM
555
Baker Ellis Asset Management
Washington
$138K 1,460 – –
GSC
556
G&S Capital
Colorado
$138K 1,457 +1,457 New
AA
557
AlphaMark Advisors
Kentucky
$128K 1,358 – –
GRP
558
Global Retirement Partners
California
$128K 1,357 +150 +12%
SIAS
559
Shine Investment Advisory Services
Colorado
$116K 1,228 – –
AIM
560
Advantage Investment Management
Iowa
$113K 1,196 +450 +60%
M
561
MOTCO
Texas
$112K 1,190 – –
SNT
562
Security National Trust
West Virginia
$109K 1,150 -1,750 -60%
AIM
563
Arcadia Investment Management
Michigan
$109K 1,156 – –
CLOS
564
Compagnie Lombard Odier SCmA
Switzerland
$108K 1,150 +1,150 New
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K 1,134 +305 +37%
ANBT
566
American National Bank & Trust
Texas
$104K 1,100 – –
OFS
567
Orrstown Financial Services
Pennsylvania
$104K 1,100 – –
TIM
568
Tortoise Investment Management
New York
$102K 1,084 – –
SPI
569
Santori & Peters Inc
Pennsylvania
$102K 1,137 +1,137 New
DAM
570
Delta Asset Management
Tennessee
$98K 1,036 +173 +20%
PGWM
571
Parisi Gray Wealth Management
New Jersey
$98K 1,037 +1,037 New
BBHC
572
Brown Brothers Harriman & Co
New York
$96K 1,013 – –
BGC
573
Blue Granite Capital
South Carolina
$94K 1,000 -1,627 -62%
STA
574
Summit Trail Advisors
New York
$94K 968 +968 New
FMTCOCP
575
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88.4K 936 – –
21 22
23
24 25