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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 %
Bank of America
1
Bank of America
North Carolina
$621M 7,045,711 -58,870 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$404M 4,578,525 +244,627 +6%
RJA
3
Raymond James & Associates
Florida
$239M 2,714,268 +119,201 +5%
UBS Group
4
UBS Group
Switzerland
$236M 2,680,873 -23,593 -0.9%
Wells Fargo
5
Wells Fargo
California
$219M 2,483,292 -358,063 -13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$192M 2,178,100 -522,143 -19%
Ameriprise
7
Ameriprise
Minnesota
$184M 2,089,892 +261,125 +14%
SB
8
Suntrust Banks
Georgia
$163M 1,851,566 -114,471 -6%
JIC
9
Joel Isaacson & Co
New York
$158M 1,793,913 +2,726 +0.2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$84.7M 960,712 -50,062 -5%
CIA
11
Capital Investment Advisors
Georgia
$82.5M 935,800 +66,471 +8%
Goldman Sachs
12
Goldman Sachs
New York
$77.1M 874,257 -18,054 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$75.9M 861,199 +71,679 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$70.6M 800,782 +29,843 +4%
V
15
Veritable
Delaware
$63.5M 720,472 -18,244 -2%
DWM
16
Destination Wealth Management
California
$60.5M 686,878 +53,096 +8%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$48.9M 554,331 +88,319 +19%
HNB
18
Huntington National Bank
Ohio
$47.5M 29,143 -10 -0%
LW
19
Linscomb Wealth
Texas
$38.5M 437,292 +6,100 +1%
Bessemer Group
20
Bessemer Group
New Jersey
$37.1M 421,214 +272,100 +182%
PV
21
Private Vista
Illinois
$35.8M 404,288 -127,401 -24%
UCFA
22
United Capital Financial Advisors
Texas
$35.3M 400,224 -1,734 -0.4%
William Blair & Company
23
William Blair & Company
Illinois
$34.4M 387,179 +136,027 +54%
1SB
24
1ST Source Bank
Indiana
$32.8M 372,150 -11,611 -3%
State Street
25
State Street
Massachusetts
$32.6M 370,057 -627,924 -63%
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