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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AFIA
576
America First Investment Advisors
Nebraska
$2K 28 +28 New
LPL Financial
577
LPL Financial
California
– – -958,850 Closed
SAS
578
Sage Advisory Services
Texas
– – -617,715 Closed
BCM
579
Brookstone Capital Management
Illinois
– – -166,033 Closed
PCM
580
Pointe Capital Management
Michigan
– – -106,512 Closed
MIAN
581
Mariner Independent Advisor Network
Kansas
– – -74,358 Closed
PC
582
Premise Capital
Illinois
– – -41,923 Closed
LMIM
583
Lockheed Martin Investment Management
Maryland
– – -28,165 Closed
Susquehanna International Group
584
Susquehanna International Group
Pennsylvania
– – -22,233 Closed
TCT
585
TIAA CREF Trust
Missouri
– – -14,634 Closed
KL
586
KWMG LLC
Kansas
– – -11,728 Closed
GWM
587
Greenwich Wealth Management
Connecticut
– – -10,311 Closed
FHB
588
First Hawaiian Bank
Hawaii
– – -9,093 Closed
NAMP
589
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– – -4,515 Closed
CI
590
Cavalier Investments
Georgia
– – -4,151 Closed
LSA
591
L & S Advisors
California
– – -3,530 Closed
WI
592
WBI Investments
New Jersey
– – -3,327 Closed
CAM
593
Concorde Asset Management
Michigan
– – -3,086 Closed
SIG
594
Stanford Investment Group
California
– – -2,649 Closed
HIMC
595
Heritage Investors Management Corp
Maryland
– – -2,464 Closed
BP
596
BBR Partners
New York
– – -2,405 Closed
FTUS
597
Flow Traders U.S.
New York
– – -1,356 Closed
MFW
598
Mosaic Family Wealth
Missouri
– – -619 Closed
CFA
599
Camarda Financial Advisors
Florida
– – -568 Closed
BA
600
BCM Advisors
Louisiana
– – -400 Closed
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