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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 %
OAM
151
Occidental Asset Management
California
$2.99M 33,892 -17,743 -34%
SF
152
Synovus Financial
Georgia
$2.91M 33,028 -2,985 -8%
BHTS
153
Bar Harbor Trust Services
Maine
$2.87M 32,555 -762 -2%
HCM
154
Hollencrest Capital Management
California
$2.84M 32,163 -15,140 -32%
WS
155
Wela Strategies
Georgia
$2.83M 32,103 +32,103 New
LWM
156
Lenox Wealth Management
Ohio
$2.81M 31,868 +4,628 +17%
PBO
157
Peoples Bank (Ohio)
Ohio
$2.69M 30,466 -2,204 -7%
BWM
158
Baystate Wealth Management
Massachusetts
$2.67M 30,477 +4,409 +17%
TCOV
159
Trust Company of Vermont
Vermont
$2.67M 30,286 -128 -0.4%
CT
160
Coastline Trust
Rhode Island
$2.67M 30,273 -990 -3%
OC
161
Oppenheimer & Co
New York
$2.62M 29,744 +2,350 +9%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$2.54M 28,791 -1,341 -4%
BAM
163
Bruderman Asset Management
New York
$2.47M 28,030 +879 +3%
MA
164
Montag & Associates
Georgia
$2.43M 27,509 -4,675 -15%
CIC
165
Carnegie Investment Counsel
Ohio
$2.4M 27,166 -848 -3%
OBWP
166
O'Brien Wealth Partners
Massachusetts
$2.39M 27,073 -3,916 -13%
HCA
167
Harbour Capital Advisors
Virginia
$2.38M 27,015 +27,015 New
AMG
168
Asset Management Group
Connecticut
$2.35M 26,657 +813 +3%
AG
169
AIA Group
Hong Kong
$2.34M 26,550 +26,550 New
HWP
170
Hefty Wealth Partners
Indiana
$2.31M 26,194 -12,008 -31%
BAC
171
Boys Arnold & Co
North Carolina
$2.31M 26,156 +1,156 +5%
IWA
172
Intercontinental Wealth Advisors
Texas
$2.27M 25,788 -1,486 -5%
GA
173
Geneva Advisors
Illinois
$2.24M 25,447 -513 -2%
BTS
174
BB&T Securities
Virginia
$2.24M 25,443 -3,787 -13%
SI
175
SII Investments
Wisconsin
$2.18M 24,774 +164 +0.7%
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