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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 %
TWA
301
TCI Wealth Advisors
Arizona
$612K +$52.9K +627 +9%
CSIC
302
Clifford Swan Investment Counsel
California
$603K – – –
DCM
303
Donaldson Capital Management
Indiana
$598K – – –
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$587K +$264K +3,123 +82%
BAS
305
Brown Advisory Securities
Maryland
$580K +$152K +1,803 +36%
HC
306
Hourglass Capital
Texas
$578K -$48.1K -570 -8%
HCM
307
Hengehold Capital Management
Ohio
$574K -$342K -4,055 -37%
KSA
308
Ken Stern & Associates
California
$574K +$12.2K +145 +2%
Comerica Bank
309
Comerica Bank
Texas
$571K -$78.6K -945 -12%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$560K +$544K +6,459 +3,491%
RFC
311
Regions Financial Corp
Alabama
$558K -$86.2K -1,022 -13%
SGAM
312
Steinberg Global Asset Management
Florida
$555K +$229K +2,710 +70%
CCP
313
Corient Capital Partners
California
$553K +$553K +6,551 New
WP
314
WMS Partners
Maryland
$538K +$29.5K +350 +6%
SAM
315
Sawgrass Asset Management
Florida
$528K – – –
JWBC
316
J.W. Burns & Co
New York
$526K -$84.4K -1,000 -14%
CA
317
Cambridge Advisors
Nebraska
$520K – – –
BP
318
Ballentine Partners
Massachusetts
$505K +$13.7K +162 +3%
EC
319
Estate Counselors
Wisconsin
$502K -$8.44K -100 -2%
ST
320
Smithfield Trust
Pennsylvania
$498K – – –
BCA
321
Bray Capital Advisors
Florida
$494K +$18.3K +217 +4%
Truist Financial
322
Truist Financial
North Carolina
$493K +$189K +2,240 +62%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$486K +$10.3K +122 +2%
VIA
324
Vantage Investment Advisors
Pennsylvania
$482K -$73.4K -870 -13%
GIA
325
Guyasuta Investment Advisors
Pennsylvania
$481K – – –
11 12
13
14 15