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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
+$158M
2
HNB
Huntington National Bank
Ohio
+$48.6M
3
HI
Horizon Investments
North Carolina
+$48.2M
4
Goldman Sachs
Goldman Sachs
New York
+$37.5M
5
Ameriprise
Ameriprise
Minnesota
+$28M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
-$94M
2
SCM
Sandler Capital Management
New York
-$26.9M
3
Wells Fargo
Wells Fargo
California
-$17.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$14.2M
5
OBWP
O'Brien Wealth Partners
Massachusetts
-$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
251
Duncker Streett & Co
Missouri
$931K -$2.19K -26 -0.2%
ACI
252
Alpha Cubed Investments
California
$927K +$18.3K +217 +2%
WA
253
WFG Advisors
Texas
$923K +$8.68K +103 +0.9%
BWM
254
Braver Wealth Management
Massachusetts
$916K +$338 +4 +0%
BFA
255
Beaumont Financial Advisors
Massachusetts
$908K -$9.71K -115 -1%
JFA
256
Johanson Financial Advisors
California
$907K -$62.2K -738 -6%
CFMC
257
Curbstone Financial Management Corp
New Hampshire
$904K +$5.74K +68 +0.6%
WEC
258
Winslow Evans & Crocker
Massachusetts
$866K -$32.7K -388 -4%
Lido Advisors
259
Lido Advisors
California
$858K +$36K +427 +4%
GWM
260
Greenwich Wealth Management
Connecticut
$851K +$7.09K +84 +0.8%
VC
261
Vicus Capital
Pennsylvania
$850K -$5.57K -66 -0.7%
BPC
262
Banque Pictet & Cie
Switzerland
$844K +$844K +10,000 New
YP
263
Yellowstone Partners
Idaho
$838K -$9.28K -110 -1%
AFP
264
Ausdal Financial Partners
Iowa
$810K +$201K +2,389 +33%
Barclays
265
Barclays
United Kingdom
$803K – – –
BHWM
266
Bar Harbor Wealth Management
New Hampshire
$799K -$422 -5 -0.1%
RMCM
267
Reynders McVeigh Capital Management
Massachusetts
$799K +$40.1K +475 +5%
DY
268
Dowling & Yahnke
California
$798K -$54.3K -643 -6%
SFA
269
Sequoia Financial Advisors
Ohio
$795K -$123K -1,459 -13%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$790K – – –
MMPW
271
Mitchell McLeod Pugh & Williams
Alabama
$784K – – –
NFG
272
Next Financial Group
Texas
$782K +$734K +8,700 +1,540%
WP
273
WealthSource Partners
California
$771K -$480K -5,685 -38%
BFO
274
Boston Family Office
Massachusetts
$771K +$422 +5 +0.1%
FHB
275
First Hawaiian Bank
Hawaii
$767K – – –
9 10
11
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