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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

478 hedge funds and large institutions have $4.63B invested in SPDR S&P Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+14
Holders Change %
+3.02%
% of All Funds
12.76%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
1.31%
New
45
Increased
171
Reduced
169
Closed
27
Calls
$25.3M
Puts
$10.9M
Net Calls
+$14.4M
Net Calls Change
+$2.57M

Top Buyers

1
GFG
Gray Financial Group
Georgia
+$33M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.2M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
BCM
Brookstone Capital Management
Illinois
+$15.3M
5
RCG
Ruggie Capital Group
Florida
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Wells Fargo
Wells Fargo
California
-$86M
3
HNB
Huntington National Bank
Ohio
-$38.3M
4
UBS Group
UBS Group
Switzerland
-$27.1M
5
AWE
Avidian Wealth Enterprises
Texas
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
226
EFG Asset Management (Americas)
Florida
$918K +$28K +350 +3%
BWM
227
Braver Wealth Management
Massachusetts
$907K +$40.2K +503 +5%
IAA
228
Ironsides Asset Advisors
North Carolina
$906K – – –
SMA
229
Simply Money Advisors
Ohio
$904K -$145K -1,813 -14%
B
230
Bailard
California
$899K +$899K +11,241 New
KeyBank National Association
231
KeyBank National Association
Ohio
$893K +$16K +200 +2%
HCM
232
Hengehold Capital Management
Ohio
$891K +$7.67K +96 +0.9%
CFMC
233
Curbstone Financial Management Corp
New Hampshire
$879K +$95.9K +1,200 +12%
DSC
234
Duncker Streett & Co
Missouri
$869K +$17K +213 +2%
DC
235
Davenport & Co
Virginia
$869K +$118K +1,472 +16%
OMC
236
Overbrook Management Corp
New York
$861K -$224K -2,800 -21%
WEC
237
Winslow Evans & Crocker
Massachusetts
$858K +$28.1K +351 +3%
JFA
238
Johanson Financial Advisors
California
$848K -$31.3K -390 -4%
SFA
239
Sequoia Financial Advisors
Ohio
$845K +$80 +1 +0%
HR
240
Howe & Rusling
New York
$830K +$114K +1,425 +16%
WA
241
WFG Advisors
Texas
$830K +$186K +2,328 +29%
AFG
242
Albion Financial Group
Utah
$828K +$1.76K +22 +0.2%
YP
243
Yellowstone Partners
Idaho
$822K -$20.8K -260 -2%
LIM
244
Loudon Investment Management
New Hampshire
$811K -$133K -1,665 -14%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$808K +$808K +10,113 New
GWM
246
Greenwich Wealth Management
Connecticut
$792K +$792K +9,910 New
MFBTD
247
MB Financial Bank - Trust Department
Illinois
$790K -$69.2K -866 -8%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$785K +$32K +401 +4%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$784K +$196K +2,442 +33%
DY
250
Dowling & Yahnke
California
$777K +$12K +150 +2%
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