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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 %
VNA
301
Valley National Advisers
Pennsylvania
$576K +$140K +1,665 +32%
KSA
302
Ken Stern & Associates
California
$559K +$46.6K +555 +9%
TWA
303
TCI Wealth Advisors
Arizona
$556K +$33.5K +399 +6%
VIA
304
Vantage Investment Advisors
Pennsylvania
$552K +$1.59K +19 +0.3%
NB
305
Nicolet Bankshares
Wisconsin
$530K +$530K +6,311 New
SAM
306
Sawgrass Asset Management
Florida
$525K – – –
CA
307
Cambridge Advisors
Nebraska
$517K -$101K -1,200 -16%
EC
308
Estate Counselors
Wisconsin
$508K +$25.2K +300 +5%
WP
309
WMS Partners
Maryland
$505K +$505K +6,023 New
ST
310
Smithfield Trust
Pennsylvania
$496K – – –
BP
311
Ballentine Partners
Massachusetts
$489K -$63.8K -760 -12%
PWW
312
Pettyjohn Wood & White
Virginia
$485K – – –
GIA
313
Guyasuta Investment Advisors
Pennsylvania
$478K +$62.5K +745 +15%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$475K +$19.3K +230 +4%
Mariner
315
Mariner
Kansas
$474K +$220K +2,621 +87%
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$473K +$10.7K +128 +2%
BCA
317
Bray Capital Advisors
Florida
$473K +$11.3K +135 +2%
FMBTD
318
First Midwest Bank Trust Division
Illinois
$460K +$182K +2,165 +65%
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$456K -$50.6K -600 -10%
PIM
320
Penobscot Investment Management
Massachusetts
$456K – – –
CCFCSB
321
Cape Cod Five Cents Savings Bank
Massachusetts
$445K – – –
OIA
322
Optimum Investment Advisors
Illinois
$445K +$1.18K +14 +0.3%
SIA
323
SeaBridge Investment Advisors
New Jersey
$425K +$1.09K +13 +0.3%
BAS
324
Brown Advisory Securities
Maryland
$424K -$88.3K -1,055 -17%
FWCM
325
Ferguson Wellman Capital Management
Oregon
$423K -$823K -9,793 -66%
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