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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 %
SPC
176
Sigma Planning Corp
Michigan
$2.16M 24,512 +9,373 +62%
HFA
177
High Falls Advisors
New York
$2.13M 24,130 +4 +0%
MRC
178
Millburn Ridgefield Corp
New York
$2.08M 23,639 +1,198 +5%
CCG
179
Cypress Capital Group
Florida
$2.06M 23,413 -2,700 -10%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$2.04M 23,164 +2,735 +13%
BFEC
181
Benjamin F. Edwards & Company
Missouri
$2.02M 22,951 +618 +3%
HB
182
Homrich & Berg
Georgia
$2.01M 22,769 +167 +0.7%
AC
183
Abbrea Capital
California
$1.99M 22,615 +194 +0.9%
DMC
184
Drexel Morgan & Co
Pennsylvania
$1.95M 22,098 -115 -0.5%
VFA
185
Voya Financial Advisors
Connecticut
$1.94M 22,023 -16,359 -43%
CB
186
Chemical Bank
Michigan
$1.92M 21,777 -578 -3%
MC
187
Moors & Cabot
Massachusetts
$1.9M 21,563 +369 +2%
BAM
188
Baring Asset Management
United Kingdom
$1.82M 20,625 -400 -2%
YWP
189
YorkBridge Wealth Partners
New York
$1.81M 20,505 +12,512 +157%
PAS
190
Partnervest Advisory Services
California
$1.79M 20,326 -3,523 -15%
CWM
191
Cornerstone Wealth Management
Missouri
$1.79M 20,447 +10,349 +102%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$1.78M 20,216 +2,478 +14%
BFM
193
Boothbay Fund Management
New York
$1.78M 20,159 +20,159 New
MPM
194
Meritage Portfolio Management
Kansas
$1.72M 19,485 -3,835 -16%
CWM
195
Concert Wealth Management
California
$1.71M 19,884 – –
MHS
196
M Holdings Securities
Oregon
$1.67M 18,894 +1,449 +8%
BFC
197
Blue Fin Capital
Rhode Island
$1.66M 18,857 +235 +1%
Brown Advisory
198
Brown Advisory
Maryland
$1.64M 18,627 +2,880 +18%
FPA
199
Fieldpoint Private Advisors
New York
$1.63M 18,450 – –
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$1.62M 18,388 +322 +2%
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