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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 %
OMC
276
Overbrook Management Corp
New York
$763K -$133K -1,580 -15%
SA
277
SRH Advisors
Kansas
$763K – – –
CBU
278
CIBC Bank USA
Illinois
$762K – – –
TCM
279
Tufton Capital Management
Maryland
$761K -$7.17K -85 -0.9%
Two Sigma Advisers
280
Two Sigma Advisers
New York
$759K +$759K +9,000 New
MPM
281
Meritage Portfolio Management
Kansas
$751K +$81K +960 +12%
LSA
282
L & S Advisors
California
$745K -$11.6K -138 -2%
ADL
283
Asset Dedication LLC
California
$733K – – –
AC
284
Addison Capital
Pennsylvania
$732K -$20.9K -248 -3%
1GA
285
1st Global Advisors
Texas
$717K +$118K +1,400 +20%
BHB
286
Bank Hapoalim BM
Israel
$715K +$290K +3,440 +68%
PAM
287
Panagora Asset Management
Massachusetts
$714K +$439K +5,208 +160%
MHIM
288
MacNealy Hoover Investment Management
Ohio
$709K -$8.44K -100 -1%
CWM
289
Cornerstone Wealth Management
Missouri
$705K +$705K +8,496 New
RG
290
Rikoon Group
New Mexico
$703K +$703K +8,345 New
JIC
291
Johnson Investment Counsel
Ohio
$702K +$84 +1 +0%
WSCM
292
Wellington Shields Capital Management
New York
$690K – – –
FWP
293
FAS Wealth Partners
Kansas
$686K +$1.01K +12 +0.1%
Mariner
294
Mariner
Kansas
$669K +$193K +2,290 +41%
KA
295
Kovack Advisors
Florida
$666K -$11.1K -132 -2%
WI
296
Wintrust Investments
Illinois
$661K +$21.1K +250 +3%
TAM
297
Tocqueville Asset Management
New York
$636K -$31.6K -374 -5%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$631K +$26.5K +314 +4%
PTC
299
Private Trust Company
Ohio
$617K +$9.44K +112 +2%
TH
300
Timber Hill
Connecticut
$612K -$6.02M -71,441 -91%
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