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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

575 hedge funds and large institutions have $5.09B invested in SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$295M
2
Ameriprise
2
Ameriprise
Minnesota
$238M
3
FAM
3
Flaharty Asset Management
Florida
$9.57M
4
IWM
4
IHT Wealth Management
Illinois
$5.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.91M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$610M
2
Morgan Stanley
2
Morgan Stanley
New York
$366M
3
WC
3
Wexford Capital
Florida
$2.14M
4
Bessemer Group
4
Bessemer Group
New Jersey
$20.2M
5
LPL Financial
5
LPL Financial
California
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$610M 6,674,010 -512,127 -7%
Morgan Stanley
2
Morgan Stanley
New York
$366M 4,003,438 -154,151 -4%
RJA
3
Raymond James & Associates
Florida
$295M 3,225,624 +243,472 +8%
Ameriprise
4
Ameriprise
Minnesota
$238M 2,606,948 +161,824 +7%
UBS Group
5
UBS Group
Switzerland
$231M 2,526,544 -35,213 -1%
Wells Fargo
6
Wells Fargo
California
$225M 2,468,131 -4,359 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$198M 2,167,915 -8,230 -0.4%
JIC
8
Joel Isaacson & Co
New York
$163M 1,780,213 -24,189 -1%
SB
9
Suntrust Banks
Georgia
$157M 1,717,603 +4,279 +0.2%
CIA
10
Capital Investment Advisors
Georgia
$90.2M 987,812 +16,569 +2%
LPL Financial
11
LPL Financial
California
$87.8M 961,051 -62,435 -6%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$83.2M 911,133 -19,842 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$75.9M 831,027 -10,253 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$75.2M 823,085 -22,053 -3%
Goldman Sachs
15
Goldman Sachs
New York
$75M 821,739 +9,965 +1%
MML Investors Services
16
MML Investors Services
Massachusetts
$69.8M 763,917 -17,235 -2%
DWM
17
Destination Wealth Management
California
$66.2M 724,951 +14,883 +2%
V
18
Veritable
Delaware
$63M 690,100 -9,850 -1%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$52.8M 578,320 +29,316 +5%
HNB
20
Huntington National Bank
Ohio
– – – –
LW
21
Linscomb Wealth
Texas
$38.9M 426,453 -7,736 -2%
UCFA
22
United Capital Financial Advisors
Texas
$37.1M 406,099 +11,449 +3%
William Blair & Company
23
William Blair & Company
Illinois
$36.9M 403,647 +2,545 +0.6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$35.5M 388,692 +4,480 +1%
ICOA
25
Investment Centers of America
North Dakota
$32.9M 359,731 +29,824 +9%
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