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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$92.4M
2
FIG
FundX Investment Group
California
$42.2M
3
Wells Fargo
Wells Fargo
California
$231M
4
SCM
Sandler Capital Management
New York
$26.9M
5
AIA
Arrow Investment Advisors
Maryland
$22.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$599M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
LPL Financial
California
$66M
4
HNB
Huntington National Bank
Ohio
$48M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
226
Bouchey Financial Group
New York
$1.04M – – –
TBA
227
Train Babcock Advisors
New York
$1.04M -$5.04K -60 -0.5%
MFBTD
228
MB Financial Bank - Trust Department
Illinois
$1.03M +$198K +2,359 +24%
ATC
229
Argent Trust Co
Tennessee
$1.01M +$8.39K +100 +0.8%
MC
230
Mathes Company
New York
$1M +$222K +2,640 +28%
CCM
231
Compton Capital Management
Rhode Island
$1M -$4.2K -50 -0.4%
LPC
232
Loeb Partners Corp
New York
$990K +$252K +3,000 +34%
JFA
233
Johanson Financial Advisors
California
$964K +$77.2K +920 +9%
DC
234
Davenport & Co
Virginia
$958K +$46.5K +554 +5%
JCM
235
Janney Capital Management
Pennsylvania
$958K +$522K +6,221 +119%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$956K +$131K +1,563 +16%
IAA
237
Ironsides Asset Advisors
North Carolina
$952K – – –
B
238
Bailard
California
$943K – – –
DSC
239
Duncker Streett & Co
Missouri
$928K +$15.6K +186 +2%
SFA
240
Sequoia Financial Advisors
Ohio
$913K +$25.2K +300 +3%
BFA
241
Beaumont Financial Advisors
Massachusetts
$912K +$912K +10,873 New
BWM
242
Braver Wealth Management
Massachusetts
$911K -$41.6K -496 -4%
HCM
243
Hengehold Capital Management
Ohio
$911K -$24.8K -295 -3%
WA
244
WFG Advisors
Texas
$910K +$38.8K +462 +4%
ACI
245
Alpha Cubed Investments
California
$904K -$74K -882 -8%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$895K -$932K -11,115 -51%
CFMC
247
Curbstone Financial Management Corp
New Hampshire
$894K -$29.4K -350 -3%
WEC
248
Winslow Evans & Crocker
Massachusetts
$894K -$6.96K -83 -0.8%
OMC
249
Overbrook Management Corp
New York
$891K -$12.6K -150 -1%
AFG
250
Albion Financial Group
Utah
$859K -$10.9K -130 -1%
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