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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 %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$14.4M 163,075 -7,292 -4%
SB
52
Simmons Bank
Arkansas
$14.4M 162,951 -43,267 -21%
ODG
53
O'Dell Group
Ohio
$14.2M 161,388 +3,461 +2%
NPC
54
National Planning Corporation
California
$13.5M 153,502 -14,134 -8%
N
55
Natixis
France
$13.2M 150,000 – –
HighTower Advisors
56
HighTower Advisors
Illinois
$13.2M 149,752 +29,187 +24%
KIA
57
KCM Investment Advisors
California
$12.5M 141,809 -803 -0.6%
WIC
58
Whitegate Investment Counselors
New Hampshire
$12.4M 141,012 +1,457 +1%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$12.1M 137,174 +12,516 +10%
WT
60
Whittier Trust
California
$11.7M 133,026 +2,054 +2%
NB
61
NBT Bank
New York
$11.6M 132,030 -499 -0.4%
MIH
62
Madison Investment Holdings
Wisconsin
$11.6M 131,327 -23 -0%
HA
63
Harfst & Associates
Wyoming
$11.5M 130,714 -3,739 -3%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$11.5M 129,965 -10,775 -8%
RCG
65
Ruggie Capital Group
Florida
$11M 125,166 +5,864 +5%
KTC
66
Kistler-Tiffany Companies
Pennsylvania
$10.9M 124,131 +270 +0.2%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.9M 123,561 -2,239 -2%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$10.7M 121,689 -13,259 -10%
VWM
69
Venturi Wealth Management
Texas
$10.5M 119,864 +40,825 +52%
FTIOP
70
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.5M 119,185 +59,363 +99%
CAL
71
Capital Advisors Ltd
Ohio
$10.4M 118,244 +2,582 +2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$10.2M 115,875 -297 -0.3%
WC
73
Wexford Capital
Florida
$10M 113,453 -42,901 -27%
EWMCB
74
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.98M 113,177 -3,648 -3%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$9.86M 111,818 -2,324 -2%
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