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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

660 hedge funds and large institutions have $5.36B invested in SPDR S&P Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 26 closing their positions.

Holders
660
Holders Change
+85
Holders Change %
+14.78%
% of All Funds
14.99%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.23%
New
117
Increased
220
Reduced
202
Closed
26
Calls
$3.61M
Puts
$2.94M
Net Calls
+$672K
Net Calls Change
-$1.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$133M
2
Ameriprise
2
Ameriprise
Minnesota
$272M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
EIG
4
Ellenbecker Investment Group
Wisconsin
$11.7M
5
MSA
5
Marino Stram & Associates
Massachusetts
$11.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$42.3M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
NPC
3
National Planning Corporation
California
$0
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
VWM
5
Venturi Wealth Management
Texas
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$637M 6,737,904 +63,894 +1%
Morgan Stanley
2
Morgan Stanley
New York
$383M 4,054,720 +51,282 +1%
RJA
3
Raymond James & Associates
Florida
$322M 3,410,071 +184,447 +6%
Ameriprise
4
Ameriprise
Minnesota
$272M 2,884,784 +277,836 +11%
UBS Group
5
UBS Group
Switzerland
$247M 2,613,097 +86,553 +3%
Wells Fargo
6
Wells Fargo
California
$227M 2,399,506 -68,625 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$197M 2,089,614 -78,301 -4%
JIC
8
Joel Isaacson & Co
New York
$170M 1,796,682 +16,469 +0.9%
SB
9
Suntrust Banks
Georgia
$162M 1,711,174 -6,429 -0.4%
LPL Financial
10
LPL Financial
California
$133M 1,410,447 +449,396 +47%
CIA
11
Capital Investment Advisors
Georgia
$98.3M 1,044,232 +56,420 +6%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$83.6M 885,080 -26,053 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$83.3M 881,211 +50,184 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$79.2M 838,129 +15,044 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$71.6M 757,573 -6,344 -0.8%
DWM
16
Destination Wealth Management
California
$69.4M 734,705 +9,754 +1%
V
17
Veritable
Delaware
$63.1M 667,491 -22,609 -3%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$56.6M 598,580 +20,260 +4%
Goldman Sachs
19
Goldman Sachs
New York
$42.3M 448,160 -373,579 -45%
HNB
20
Huntington National Bank
Ohio
– – – –
LW
21
Linscomb Wealth
Texas
$39.3M 416,101 -10,352 -2%
UCFA
22
United Capital Financial Advisors
Texas
$38.5M 406,695 +596 +0.1%
MWP
23
MYCIO Wealth Partners
Pennsylvania
$37.8M 400,022 +54,390 +16%
William Blair & Company
24
William Blair & Company
Illinois
$37.1M 392,969 -10,678 -3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$36.7M 388,780 +88 +0%
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