SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

553 hedge funds and large institutions have $5.06B invested in SPDR S&P Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+39
Holders Change %
+7.59%
% of All Funds
13.85%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
1.48%
New
79
Increased
190
Reduced
170
Closed
36
Calls
$26.4M
Puts
$11.2M
Net Calls
+$15.2M
Net Calls Change
+$9.44M

Top Buyers

1
SAS
Sage Advisory Services
Texas
+$52.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$45.4M
3
Ameriprise
Ameriprise
Minnesota
+$31.3M
4
Morgan Stanley
Morgan Stanley
New York
+$27.9M
5
RJA
Raymond James & Associates
Florida
+$27.1M

Top Sellers

1
State Street
State Street
Massachusetts
-$93.1M
2
HI
Horizon Investments
North Carolina
-$48.2M
3
BMM
Berkshire Money Management
Massachusetts
-$28.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$23.2M
5
AIA
Arrow Investment Advisors
Maryland
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
251
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.03M -$208K -2,427 -17%
TBA
252
Train Babcock Advisors
New York
$1.02M -$15.4K -180 -1%
MC
253
Mathes Company
New York
$1.02M – – –
ATC
254
Argent Trust Co
Tennessee
$1.02M +$16.8K +196 +2%
WPC
255
White Pine Capital
Minnesota
$1.01M -$68.5K -800 -6%
KL
256
KWMG LLC
Kansas
$1M +$1M +11,728 New
AMCA
257
Arthur M. Cohen & Associates
Illinois
$995K +$995K +11,625 New
CCM
258
Compton Capital Management
Rhode Island
$990K -$1.03M -11,991 -51%
KeyBank National Association
259
KeyBank National Association
Ohio
$983K +$513 +6 +0.1%
Mariner
260
Mariner
Kansas
$982K +$303K +3,547 +45%
BWM
261
Braver Wealth Management
Massachusetts
$972K +$43.5K +509 +5%
SGCA
262
Steel Grove Capital Advisors
Tennessee
$969K -$85.9K -1,004 -8%
PFS
263
Prospera Financial Services
Texas
$961K -$121K -1,414 -11%
EWM
264
Evercore Wealth Management
New York
$961K +$1.54K +18 +0.2%
DC
265
Davenport & Co
Virginia
$957K -$105K -1,227 -10%
ACI
266
Alpha Cubed Investments
California
$950K +$9.84K +115 +1%
DSC
267
Duncker Streett & Co
Missouri
$947K +$3.51K +41 +0.4%
BFA
268
Beaumont Financial Advisors
Massachusetts
$945K +$24.7K +289 +3%
AFG
269
Albion Financial Group
Utah
$944K -$131K -1,525 -12%
RG
270
Rikoon Group
New Mexico
$929K +$203K +2,327 +28%
SFA
271
Sequoia Financial Advisors
Ohio
$921K +$115K +1,348 +14%
TCM
272
Tuttle Capital Management
Connecticut
$908K +$908K +10,616 New
WEC
273
Winslow Evans & Crocker
Massachusetts
$898K +$20.2K +236 +2%
EAMA
274
EFG Asset Management (Americas)
Florida
$888K -$63.6K -743 -7%
DY
275
Dowling & Yahnke
California
$883K +$74.4K +870 +9%
9 10
11
12 13