SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

514 hedge funds and large institutions have $4.83B invested in SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
13.74%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
1.44%
New
43
Increased
187
Reduced
175
Closed
19
Calls
$22.6M
Puts
$16.9M
Net Calls
+$5.77M
Net Calls Change
-$4.76M

Top Buyers

1
State Street
State Street
Massachusetts
$176M
2
HNB
Huntington National Bank
Ohio
$48.6M
3
HI
Horizon Investments
North Carolina
$48.2M
4
Goldman Sachs
Goldman Sachs
New York
$76.9M
5
Ameriprise
Ameriprise
Minnesota
$123M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
$10.6M
2
SCM
Sandler Capital Management
New York
$0
3
Wells Fargo
Wells Fargo
California
$215M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$1.16M +$201K +2,380 +21%
HH
227
Hilltop Holdings
Texas
$1.14M -$2.38M -28,247 -68%
SIC
228
Shoker Investment Counsel
Ohio
$1.14M +$1.77K +21 +0.2%
RVPG
229
Relative Value Partners Group
$1.13M – – –
CG
230
Colony Group
Massachusetts
$1.11M +$253K +2,994 +29%
GS
231
Girard Securities
California
$1.08M +$229K +2,717 +27%
B
232
Bailard
California
$1.07M +$124K +1,470 +13%
PFS
233
Prospera Financial Services
Texas
$1.07M -$303K -3,591 -22%
WPC
234
White Pine Capital
Minnesota
$1.06M – – –
AFG
235
Albion Financial Group
Utah
$1.06M +$196K +2,320 +23%
CL
236
Choreo LLC
Illinois
$1.06M -$8.69K -103 -0.8%
DC
237
Davenport & Co
Virginia
$1.05M +$84.4K +1,001 +9%
BFG
238
Bouchey Financial Group
New York
$1.04M – – –
SGCA
239
Steel Grove Capital Advisors
Tennessee
$1.04M -$21.4K -254 -2%
MFBTD
240
MB Financial Bank - Trust Department
Illinois
$1.03M – – –
TBA
241
Train Babcock Advisors
New York
$1.03M -$17.7K -210 -2%
LP
242
LGL Partners
Pennsylvania
$1.02M -$61.9K -738 -6%
MC
243
Mathes Company
New York
$1.01M – – –
LPC
244
Loeb Partners Corp
New York
$995K – – –
ATC
245
Argent Trust Co
Tennessee
$991K -$25.3K -300 -2%
IAA
246
Ironsides Asset Advisors
North Carolina
$978K +$21.1K +250 +2%
KeyBank National Association
247
KeyBank National Association
Ohio
$969K +$188K +2,227 +24%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$961K -$7.44M -88,220 -89%
EWM
249
Evercore Wealth Management
New York
$946K +$541K +6,422 +134%
EAMA
250
EFG Asset Management (Americas)
Florida
$938K +$106K +1,253 +13%
8 9
10
11 12