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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

575 hedge funds and large institutions have $5.09B invested in SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$295M
2
Ameriprise
2
Ameriprise
Minnesota
$238M
3
FAM
3
Flaharty Asset Management
Florida
$9.57M
4
IWM
4
IHT Wealth Management
Illinois
$5.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.91M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$610M
2
Morgan Stanley
2
Morgan Stanley
New York
$366M
3
WC
3
Wexford Capital
Florida
$2.14M
4
Bessemer Group
4
Bessemer Group
New Jersey
$20.2M
5
LPL Financial
5
LPL Financial
California
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$9.82M 107,500 -10,659 -9%
FAM
77
Flaharty Asset Management
Florida
$9.57M 104,153 +104,057 +108,393%
VWM
78
Venturi Wealth Management
Texas
$9.49M 103,339 +16,325 +19%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$9.19M 100,629 +1,861 +2%
HCP
80
Holt Capital Partners
Texas
$9.12M 99,813 +3,914 +4%
TC
81
Telemus Capital
Michigan
$9.1M 99,651 -1,000 -1%
EWMCB
82
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.07M 99,318 -8,258 -8%
PBT
83
Pictet Bank & Trust
Bahamas
$8.95M 97,950 – –
AG
84
Advisor Group
Arizona
$8.28M 90,656 -17,746 -16%
Creative Planning
85
Creative Planning
Kansas
$8.23M 90,087 -2,474 -3%
SWP
86
Stratos Wealth Partners
Ohio
$8.22M 89,975 +816 +0.9%
LNB
87
Ledyard National Bank
$8.07M 88,384 -3,072 -3%
CA
88
Cornerstone Advisory
Maryland
$7.68M 84,133 -8,581 -9%
SMA
89
Simply Money Advisors
Ohio
$7.62M 83,450 -12,123 -13%
HCIA
90
Hochman Cole Investment Advisors
Illinois
$7.6M 83,236 -2,484 -3%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$7.5M 82,103 +376 +0.5%
GWM
92
Geneos Wealth Management
Colorado
$7.42M 81,297 -2,935 -3%
1IA
93
1834 Investment Advisors
Wisconsin
$7.35M 80,477 -709 -0.9%
RJT
94
Raymond James Trust
Florida
$7.34M 80,379 +2,807 +4%
ABC
95
Associated Banc-Corp
Wisconsin
$7.03M 76,948 +3,131 +4%
TG
96
Threshold Group
Washington
$6.94M 76,034 – –
UB
97
UMB Bank
Missouri
$6.91M 75,598 +4,728 +7%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$6.87M 75,230 – –
Citigroup
99
Citigroup
New York
$6.63M 72,538 +606 +0.8%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$6.48M 71,028 +12,045 +20%
2 3
4
5 6