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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 %
BHB
326
Bank Hapoalim BM
Israel
$374K +$98.8K +1,235 +36%
CIA
327
Choate Investment Advisors
Massachusetts
$364K -$28.4K -355 -7%
CAG
328
Crestwood Advisors Group
Massachusetts
$363K -$191K -2,385 -34%
ST
329
Sentinel Trust
Texas
$358K +$358K +4,477 New
RIA
330
Regal Investment Advisors
Michigan
$341K -$52K -650 -13%
LWM
331
LBA Wealth Management
Florida
$341K +$287K +3,590 +532%
Bessemer Group
332
Bessemer Group
New Jersey
$329K +$97.3K +1,218 +42%
KWMG
333
King Wealth Management Group
Florida
$326K – – –
PC
334
Premise Capital
Illinois
$322K -$1.98M -24,746 -86%
SGAM
335
Steinberg Global Asset Management
Florida
$322K -$159K -1,988 -33%
PWLP
336
Prio Wealth Limited Partnership
Massachusetts
$321K +$18K +225 +6%
TH
337
TCTC Holdings
Texas
$320K – – –
AIM
338
Acropolis Investment Management
Missouri
$319K – – –
SMC
339
Smith, Moore & Co
Missouri
$319K +$17.6K +220 +6%
PPA
340
Parametric Portfolio Associates
Washington
$317K +$317K +3,970 New
AAS
341
Annex Advisory Services
Wisconsin
$315K -$48.7K -610 -13%
SNT
342
Security National Trust
West Virginia
$312K – – –
FIM
343
Frontier Investment Management
Texas
$312K +$1.28K +16 +0.4%
DK
344
Darrell & King
Virginia
$311K -$7.6K -95 -2%
FAB
345
First American Bank
Illinois
$307K +$30.3K +380 +11%
CL
346
CPWM LLC
Washington
$306K +$1.6K +20 +0.5%
GWS
347
Glassman Wealth Services
Virginia
$305K – – –
JFA
348
JNBA Financial Advisors
Minnesota
$300K – – –
HSA
349
HBK Sorce Advisory
Pennsylvania
$299K -$56.2K -704 -16%
NAMP
350
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$297K – – –
12 13
14
15 16