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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 %
TG
101
Threshold Group
Washington
$6.7M 76,034 – –
WA
102
WealthTrust-Arizona
Arizona
$6.66M 75,588 +2,118 +3%
RJT
103
Raymond James Trust
Florida
$6.59M 74,742 +5,875 +9%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$6.32M 71,694 +27,239 +61%
WCMN
105
Westchester Capital Management (Nebraska)
Nebraska
$5.98M 67,842 -28,104 -29%
UB
106
UMB Bank
Missouri
$5.83M 66,138 +2,820 +4%
NCM
107
Neumann Capital Management
California
$5.81M 65,895 +300 +0.5%
SQA
108
Simon Quick Advisors
New Jersey
$5.8M 65,800 +3,356 +5%
LWA
109
Lowe Wealth Advisors
Maryland
$5.56M 63,073 +295 +0.5%
FA
110
Fagan Associates
New York
$5.37M 60,967 -1,053 -2%
WTC
111
WhitTier Trust Company
Nevada
$5.36M 60,781 +294 +0.5%
BSW
112
Buckingham Strategic Wealth
Missouri
$5.14M 58,317 +39,104 +204%
Geode Capital Management
113
Geode Capital Management
Massachusetts
– – – –
IA
114
IFP Advisors
Florida
$5M 56,754 +2,663 +5%
CTC
115
Central Trust Company
Missouri
$4.99M 56,611 +1,144 +2%
US Bancorp
116
US Bancorp
Minnesota
$4.86M 55,119 +6,670 +14%
AC
117
Alexandria Capital
Virginia
$4.82M 54,632 -268 -0.5%
FF
118
Friedenthal Financial
New Jersey
$4.8M 54,405 -6,825 -11%
GT
119
Greenleaf Trust
Michigan
$4.7M 53,311 +23,445 +79%
CI
120
Conning Inc
Connecticut
$4.66M 52,842 +835 +2%
VSWA
121
Vontobel Swiss Wealth Advisors
Switzerland
$4.6M 52,236 +1,072 +2%
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
$4.55M 51,586 -51,168 -50%
DG
123
Davidson & Garrard
Virginia
$4.54M 51,556 -749 -1%
FAAS
124
First Allied Advisory Services
California
$4.52M 51,153 +2,567 +5%
CS
125
Credit Suisse
Switzerland
$4.44M 50,322 -31,214 -38%
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5
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