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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 %
TCM
251
Tufton Capital Management
Maryland
$776K +$55.5K +694 +8%
CG
252
Colony Group
Massachusetts
$772K -$2.57M -32,162 -77%
BFO
253
Boston Family Office
Massachusetts
$771K -$16K -200 -2%
FWP
254
FAS Wealth Partners
Kansas
$768K -$71K -889 -8%
TC
255
Telemus Capital
Michigan
$766K +$59.7K +747 +8%
JIC
256
Johnson Investment Counsel
Ohio
$763K +$719 +9 +0.1%
Barclays
257
Barclays
United Kingdom
$752K +$94.8K +1,200 +14%
SPC
258
Sigma Planning Corp
Michigan
$750K +$67.4K +843 +10%
CWM
259
Cornerstone Wealth Management
Missouri
$745K +$745K +9,098 New
MC
260
Mathes Company
New York
$744K -$28K -350 -4%
MMPW
261
Mitchell McLeod Pugh & Williams
Alabama
$743K – – –
BHWM
262
Bar Harbor Wealth Management
New Hampshire
$740K +$193K +2,411 +35%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$739K +$158K +1,980 +27%
RMCM
264
Reynders McVeigh Capital Management
Massachusetts
$735K +$72K +900 +11%
FHB
265
First Hawaiian Bank
Hawaii
$727K – – –
SA
266
SRH Advisors
Kansas
$723K +$96.3K +1,205 +15%
CBU
267
CIBC Bank USA
Illinois
$721K – – –
GS
268
Girard Securities
California
$716K +$32.3K +404 +5%
AC
269
Addison Capital
Pennsylvania
$710K +$12.4K +155 +2%
LPC
270
Loeb Partners Corp
New York
$703K – – –
MHIM
271
MacNealy Hoover Investment Management
Ohio
$679K -$9.99K -125 -1%
TRCT
272
Tower Research Capital (TRC)
New York
$677K +$677K +8,469 New
CSIC
273
Clifford Swan Investment Counsel
California
$663K -$7.99K -100 -1%
SMH
274
Sanders Morris Harris
Texas
$659K +$659K +8,252 New
RFC
275
Regions Financial Corp
Alabama
$638K -$403K -5,042 -39%
9 10
11
12 13