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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 %
FHA
126
Flagship Harbor Advisors
Massachusetts
$4.28M 48,788 +1,472 +3%
FHA
127
First Horizon Advisors
Tennessee
$4.16M 47,247 +28 +0.1%
DW
128
Domani Wealth
Pennsylvania
$3.98M 45,204 -6,786 -13%
CA
129
Cetera Advisors
Colorado
$3.84M 43,577 +3,840 +10%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$3.83M 43,414 +3,639 +9%
SHWM
131
Smith & Howard Wealth Management
Georgia
$3.69M 41,804 -521 -1%
BWFA
132
Baltimore-Washington Financial Advisors
Maryland
$3.69M 41,808 +1,956 +5%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$3.58M 40,663 +16,335 +67%
WB
134
WesBanco Bank
West Virginia
$3.55M 40,243 +2,030 +5%
APSP
135
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.53M 40,037 +2,758 +7%
FNBT
136
FineMark National Bank & Trust
Florida
$3.5M 39,683 +13,777 +53%
MBTD
137
Mechanics Bank - Trust Department
California
$3.46M 39,226 -1,170 -3%
BAAM
138
Baker Avenue Asset Management
California
$3.38M 38,387 -3,474 -8%
LFAS
139
Level Four Advisory Services
Texas
$3.37M 38,444 +17,671 +85%
SHCM
140
Stokes & Hubbell Capital Management
Louisiana
$3.34M 37,901 +6,372 +20%
RBC
141
Roble Belko & Company
Pennsylvania
$3.3M 37,487 -50 -0.1%
IH
142
IFC Holdings
Florida
$3.3M 37,571 +3,109 +9%
QIM
143
Quest Investment Management
Oregon
$3.3M 37,465 +6,877 +22%
SPIA
144
Steward Partners Investment Advisory
New York
$3.27M 37,138 +29,461 +384%
CWM
145
Connecticut Wealth Management
Connecticut
$3.27M 37,307 -1,601 -4%
LIA
146
LS Investment Advisors
Michigan
$3.2M 36,289 +19,117 +111%
FA
147
FDx Advisors
Illinois
$3.15M 35,693 -245,207 -87%
IP
148
Investment Partners
Ohio
$3.09M 35,074 +1,379 +4%
ZIC
149
ZWJ Investment Counsel
Georgia
$3M 34,000 +34,000 New
AMM
150
American Money Management
California
$2.99M 33,927 -2,233 -6%
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