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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 %
UB
101
UMB Bank
Missouri
$6.39M 67,590 -8,008 -11%
WA
102
WealthTrust-Arizona
Arizona
$6.32M 66,866 -273 -0.4%
SQA
103
Simon Quick Advisors
New Jersey
$6.28M 65,222 -1,138 -2%
IWM
104
IHT Wealth Management
Illinois
$6.28M 65,800 +1,702 +3%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$6.2M 65,612 +3,250 +5%
LWA
106
Lowe Wealth Advisors
Maryland
$6.08M 64,393 -400 -0.6%
CAN
107
Cetera Advisor Networks
California
$5.96M 63,127 +3,411 +6%
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$5.78M 61,327 +2,500 +4%
FAAS
109
First Allied Advisory Services
California
$5.71M 60,564 +3,889 +7%
SPIA
110
Steward Partners Investment Advisory
New York
$5.68M 60,164 +6,154 +11%
PP
111
PagnatoKarp Partners
Virginia
$5.55M 58,789 -445 -0.8%
QIM
112
Quest Investment Management
Oregon
$5.51M 58,349 +4,747 +9%
NCM
113
Neumann Capital Management
California
$5.49M 58,136 -4,270 -7%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$5.47M 57,906 +2,133 +4%
CT
115
CPF Texas
Texas
$5.45M 57,691 +57,691 New
WTC
116
WhitTier Trust Company
Nevada
$5.43M 57,423 +108 +0.2%
SBL
117
Sargent Bickham Lagudis
Colorado
$5.29M 55,992 -3,833 -6%
US Bancorp
118
US Bancorp
Minnesota
$5.27M 55,733 -1,209 -2%
GT
119
Greenleaf Trust
Michigan
$5.23M 55,357 -2,295 -4%
VSWA
120
Vontobel Swiss Wealth Advisors
Switzerland
$5.22M 55,272 -3,478 -6%
CI
121
Conning Inc
Connecticut
$5.02M 53,102 – –
CNBT
122
Canandaigua National Bank & Trust
New York
$5.01M 52,974 +79 +0.1%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$4.98M 52,713 -237 -0.4%
Jane Street
124
Jane Street
New York
$4.88M 51,651 +34,034 +193%
WB
125
WesBanco Bank
West Virginia
$4.88M 51,638 +6,646 +15%
3 4
5
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