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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 %
EFS
201
Essex Financial Services
Connecticut
$1.62M 18,333 -245 -1%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$1.61M 18,277 +55 +0.3%
LP
203
LGL Partners
Pennsylvania
$1.61M 18,251 +91 +0.5%
APP
204
Avantax Planning Partners
Iowa
$1.61M 18,248 -957 -5%
PMFA
205
Plante Moran Financial Advisors
Michigan
$1.6M 18,160 -2,269 -11%
AW
206
ACG Wealth
Georgia
$1.54M 17,510 +707 +4%
NL
207
NWAM LLC
Washington
$1.53M 17,374 +5,225 +43%
WIC
208
Woodmont Investment Counsel
Tennessee
$1.53M 17,818 – –
FA
209
FCG Advisors
New Jersey
$1.53M 17,394 +718 +4%
TFCP
210
Twin Focus Capital Partners
Massachusetts
$1.48M 16,826 -304 -2%
FAG
211
Financial Advisory Group
Texas
$1.47M 16,667 -1,409 -8%
HR
212
Howe & Rusling
New York
$1.46M 16,531 +754 +5%
SPL
213
Smart Portfolios LLC
Washington
$1.43M 16,238 -161 -1%
LWAC
214
Laurel Wealth Advisors (California)
California
$1.41M 16,021 +105 +0.7%
PVH
215
Psagot Value Holdings
Israel
$1.4M 15,929 – –
LIM
216
Loudon Investment Management
New Hampshire
$1.4M 15,861 -13,025 -45%
MSAM
217
Moloney Securities Asset Management
Missouri
$1.4M 15,840 -65 -0.4%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M 15,414 +15,414 New
Mariner
219
Mariner
Kansas
$1.27M 14,444 +2,965 +26%
GT
220
Glenmede Trust
Pennsylvania
$1.27M 14,359 -23 -0.2%
AIP
221
Ameritas Investment Partners
Nebraska
$1.25M 14,230 -1,292 -8%
IC
222
InterOcean Capital
Illinois
$1.25M 14,232 +211 +2%
SGCA
223
Steel Grove Capital Advisors
Tennessee
$1.25M 14,161 +2,841 +25%
GEA
224
Glen Eagle Advisors
New Jersey
$1.25M 14,132 -128 -0.9%
ASC
225
Atalanta Sosnoff Capital
New York
$1.22M 13,785 – –
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