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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 %
TAM
276
Tocqueville Asset Management
New York
$632K – – –
KA
277
Kovack Advisors
Florida
$630K -$149K -1,860 -19%
HC
278
Hourglass Capital
Texas
$621K -$4.8K -60 -0.8%
CCMG
279
Clark Capital Management Group
Pennsylvania
$619K +$297K +3,718 +92%
ADL
280
Asset Dedication LLC
California
$607K -$202K -2,535 -25%
SFWA
281
Summit Financial Wealth Advisors
Louisiana
$605K +$51.9K +489 +9%
Prudential Financial
282
Prudential Financial
New Jersey
$603K – – –
CA
283
Cambridge Advisors
Nebraska
$589K – – –
JWBC
284
J.W. Burns & Co
New York
$588K – – –
VC
285
Vicus Capital
Pennsylvania
$580K +$12.9K +162 +2%
FTIOP
286
Fiduciary Trust International of Pennsylvania
Pennsylvania
$580K +$73.5K +920 +15%
1GA
287
1st Global Advisors
Texas
$567K -$184K -2,299 -24%
DCM
288
Donaldson Capital Management
Indiana
$564K +$10.4K +130 +2%
PTC
289
Private Trust Company
Ohio
$563K -$90.3K -1,132 -14%
KF
290
Krilogy Financial
Missouri
$562K +$3.52K +44 +0.6%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$558K +$276K +3,450 +98%
BP
292
Ballentine Partners
Massachusetts
$526K – – –
VIA
293
Vantage Investment Advisors
Pennsylvania
$524K +$24K +300 +5%
Luther King Capital Management (LKCM)
294
Luther King Capital Management (LKCM)
Texas
$522K +$28.3K +354 +6%
TFA
295
Transamerica Financial Advisors
Florida
$520K +$112K +1,393 +27%
AFP
296
Ausdal Financial Partners
Iowa
$507K +$719 +9 +0.1%
SAM
297
Sawgrass Asset Management
Florida
$500K -$9.98K -125 -2%
WAM
298
Wealthspire Advisors (Maryland)
Maryland
$498K -$8K -100 -2%
TWA
299
TCI Wealth Advisors
Arizona
$498K – – –
BAS
300
Brown Advisory Securities
Maryland
$489K -$12.4K -155 -2%
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