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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$92.4M
2
FIG
FundX Investment Group
California
$42.2M
3
Wells Fargo
Wells Fargo
California
$231M
4
SCM
Sandler Capital Management
New York
$26.9M
5
AIA
Arrow Investment Advisors
Maryland
$22.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$599M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
LPL Financial
California
$66M
4
HNB
Huntington National Bank
Ohio
$48M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
276
L & S Advisors
California
$752K -$292K -3,477 -28%
AC
277
Addison Capital
Pennsylvania
$749K +$3.36K +40 +0.5%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$743K -$32.7K -390 -4%
ADL
279
Asset Dedication LLC
California
$730K +$92.3K +1,100 +14%
MHIM
280
MacNealy Hoover Investment Management
Ohio
$713K – – –
JIC
281
Johnson Investment Counsel
Ohio
$698K -$103K -1,227 -13%
WSCM
282
Wellington Shields Capital Management
New York
$686K -$300K -3,580 -30%
FWP
283
FAS Wealth Partners
Kansas
$681K -$125K -1,495 -16%
KA
284
Kovack Advisors
Florida
$674K +$12.2K +145 +2%
Comerica Bank
285
Comerica Bank
Texas
$672K +$380K +4,415 +130%
MPM
286
Meritage Portfolio Management
Kansas
$667K -$421K -5,015 -39%
TAM
287
Tocqueville Asset Management
New York
$664K – – –
Prudential Financial
288
Prudential Financial
New Jersey
$659K +$25.2K +300 +4%
RFC
289
Regions Financial Corp
Alabama
$641K -$29.6K -353 -4%
HC
290
Hourglass Capital
Texas
$623K -$29.4K -350 -5%
FPCP
291
Fort Point Capital Partners
California
$614K +$614K +7,312 New
JWBC
292
J.W. Burns & Co
New York
$607K -$10.4K -124 -2%
AFP
293
Ausdal Financial Partners
Iowa
$606K +$73.2K +872 +14%
PTC
294
Private Trust Company
Ohio
$605K +$13.3K +158 +2%
Neuberger Berman Group
295
Neuberger Berman Group
New York
$601K +$15.1K +180 +3%
CSIC
296
Clifford Swan Investment Counsel
California
$600K -$96.5K -1,150 -14%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$599K -$383K -4,566 -39%
1GA
298
1st Global Advisors
Texas
$595K – – –
DCM
299
Donaldson Capital Management
Indiana
$594K +$2.1K +25 +0.4%
KF
300
Krilogy Financial
Missouri
$593K +$3.36K +40 +0.6%
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