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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

553 hedge funds and large institutions have $5.06B invested in SPDR S&P Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+39
Holders Change %
+7.59%
% of All Funds
13.85%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
1.48%
New
79
Increased
190
Reduced
170
Closed
36
Calls
$26.4M
Puts
$11.2M
Net Calls
+$15.2M
Net Calls Change
+$9.44M

Top Buyers

1
SAS
Sage Advisory Services
Texas
$52.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$231M
3
Ameriprise
Ameriprise
Minnesota
$156M
4
Morgan Stanley
Morgan Stanley
New York
$371M
5
RJA
Raymond James & Associates
Florida
$222M

Top Sellers

1
State Street
State Street
Massachusetts
$85.4M
2
HI
Horizon Investments
North Carolina
$0
3
BMM
Berkshire Money Management
Massachusetts
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$16M
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
301
Addison Capital
Pennsylvania
$741K -$855 -10 -0.1%
FWCM
302
Ferguson Wellman Capital Management
Oregon
$738K +$312K +3,645 +73%
VC
303
Vicus Capital
Pennsylvania
$728K -$134K -1,570 -16%
1GA
304
1st Global Advisors
Texas
$727K – – –
BTIS
305
BB&T Investment Services
North Carolina
$725K +$725K +8,409 New
JIC
306
Johnson Investment Counsel
Ohio
$723K +$11.1K +130 +2%
TAM
307
Tocqueville Asset Management
New York
$702K +$56.9K +665 +9%
WI
308
Wintrust Investments
Illinois
$694K +$23.5K +275 +4%
YWP
309
YorkBridge Wealth Partners
New York
$685K +$685K +7,993 New
AA
310
Ancora Advisors
Ohio
$681K +$474K +5,535 +229%
PAM
311
Panagora Asset Management
Massachusetts
$677K -$47.2K -552 -7%
SPIA
312
Steward Partners Investment Advisory
New York
$656K +$656K +7,677 New
FWP
313
FAS Wealth Partners
Kansas
$655K -$40.1K -469 -6%
HCM
314
Hengehold Capital Management
Ohio
$646K +$64.5K +754 +11%
Neuberger Berman Group
315
Neuberger Berman Group
New York
$642K +$2.65K +31 +0.4%
Prudential Financial
316
Prudential Financial
New Jersey
$642K +$197K +2,300 +44%
PTC
317
Private Trust Company
Ohio
$641K +$14.9K +174 +2%
KA
318
Kovack Advisors
Florida
$632K -$43.6K -509 -6%
WS
319
Wedbush Securities
California
$621K +$203K +2,366 +48%
TWA
320
TCI Wealth Advisors
Arizona
$614K -$6.84K -80 -1%
BAS
321
Brown Advisory Securities
Maryland
$606K +$19.8K +232 +3%
DCM
322
Donaldson Capital Management
Indiana
$598K -$8.56K -100 -1%
CSIC
323
Clifford Swan Investment Counsel
California
$579K -$32.1K -375 -5%
GWS
324
Glassman Wealth Services
Virginia
$567K +$208K +2,435 +58%
RFC
325
Regions Financial Corp
Alabama
$564K -$1.54K -18 -0.3%
11 12
13
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