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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 %
KSA
301
Ken Stern & Associates
California
$488K -$2.64K -33 -0.5%
BTS
302
BB&T Securities
Virginia
$485K +$16.3K +204 +3%
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$478K – – –
ST
304
Smithfield Trust
Pennsylvania
$473K – – –
FIM
305
Freedom Investment Management
Connecticut
$470K +$67.3K +842 +17%
PWW
306
Pettyjohn Wood & White
Virginia
$462K +$31.9K +400 +7%
EC
307
Estate Counselors
Wisconsin
$460K +$460K +5,750 New
BFA
308
Benedict Financial Advisors
Georgia
$451K -$2.24K -28 -0.5%
BA
309
Birinyi Associates
Connecticut
$442K – – –
LNWWM
310
Laird Norton Wetherby Wealth Management
California
$441K +$11.4K +142 +3%
BCA
311
Bray Capital Advisors
Florida
$440K +$18.7K +234 +4%
PIM
312
Penobscot Investment Management
Massachusetts
$434K -$71.9K -900 -14%
FLPIM
313
F.L. Putnam Investment Management
Massachusetts
$434K +$64.5K +806 +17%
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$424K – – –
OIA
315
Optimum Investment Advisors
Illinois
$423K +$1.04K +13 +0.2%
Truist Financial
316
Truist Financial
North Carolina
$417K -$37.4K -468 -8%
JCM
317
Janney Capital Management
Pennsylvania
$416K -$4.26M -53,343 -91%
VNA
318
Valley National Advisers
Pennsylvania
$416K – – –
SIA
319
SeaBridge Investment Advisors
New Jersey
$404K – – –
GIA
320
Guyasuta Investment Advisors
Pennsylvania
$396K – – –
CCM
321
Coldstream Capital Management
Washington
$393K -$12.2K -153 -3%
MWM
322
Mission Wealth Management
California
$387K – – –
EWM
323
Evercore Wealth Management
New York
$384K -$37.2K -465 -9%
CI
324
Cavalier Investments
Georgia
$381K – – –
DBT
325
Dubuque Bank & Trust
Iowa
$374K -$2.05M -25,666 -85%
11 12
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