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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

569 hedge funds and large institutions have $4.96B invested in SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.21%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$69.4M
3
Ameriprise
3
Ameriprise
Minnesota
$217M
4
RJA
4
Raymond James & Associates
Florida
$265M
5
Bank of America
5
Bank of America
North Carolina
$639M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$47M
2
Morgan Stanley
2
Morgan Stanley
New York
$370M
3
State Street
3
State Street
Massachusetts
$18.6M
4
N
4
Natixis
France
$0
5
SB
5
Suntrust Banks
Georgia
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$639M 7,186,137 +140,426 +2%
Morgan Stanley
2
Morgan Stanley
New York
$370M 4,157,589 -420,936 -9%
RJA
3
Raymond James & Associates
Florida
$265M 2,982,152 +267,884 +10%
UBS Group
4
UBS Group
Switzerland
$228M 2,561,757 -119,116 -4%
Wells Fargo
5
Wells Fargo
California
$220M 2,472,490 -10,802 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$217M 2,445,124 +355,232 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$193M 2,176,145 -1,955 -0.1%
JIC
8
Joel Isaacson & Co
New York
$160M 1,804,402 +10,489 +0.6%
SB
9
Suntrust Banks
Georgia
$152M 1,713,324 -138,242 -7%
LPL Financial
10
LPL Financial
California
$91M 1,023,486 +1,023,486 New
CIA
11
Capital Investment Advisors
Georgia
$86.3M 971,243 +35,443 +4%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$82.8M 930,975 -29,737 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$75.1M 845,138 -16,061 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$74.8M 841,280 +40,498 +5%
Goldman Sachs
15
Goldman Sachs
New York
$72.2M 811,774 -62,483 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$69.4M 781,152 +781,152 New
DWM
17
Destination Wealth Management
California
$63.1M 710,068 +23,190 +3%
V
18
Veritable
Delaware
$62.2M 699,950 -20,522 -3%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$48.8M 549,004 -5,327 -1%
HNB
20
Huntington National Bank
Ohio
– – -29,143 Closed
LW
21
Linscomb Wealth
Texas
$38.6M 434,189 -3,103 -0.7%
William Blair & Company
22
William Blair & Company
Illinois
$35.7M 401,102 +13,923 +4%
UCFA
23
United Capital Financial Advisors
Texas
$35.1M 394,650 -5,574 -1%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$34.2M 384,212 +17,229 +5%
1SB
25
1ST Source Bank
Indiana
$32.4M 364,175 -7,975 -2%
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