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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
+$45.4M
3
Ameriprise
Ameriprise
Minnesota
+$31.3M
4
Morgan Stanley
Morgan Stanley
New York
+$27.9M
5
RJA
Raymond James & Associates
Florida
+$27.1M

Top Sellers

1
State Street
State Street
Massachusetts
-$93.1M
2
HI
Horizon Investments
North Carolina
-$48.2M
3
BMM
Berkshire Money Management
Massachusetts
-$28.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$23.2M
5
AIA
Arrow Investment Advisors
Maryland
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
326
Highwater Wealth Management
Colorado
$559K +$121K +1,419 +28%
ACP
327
Aveo Capital Partners
Colorado
$555K +$555K +6,484 New
HC
328
Hourglass Capital
Texas
$546K -$40.2K -470 -7%
WP
329
WMS Partners
Maryland
$545K – – –
KSA
330
Ken Stern & Associates
California
$544K -$37.9K -443 -7%
PA
331
Parallel Advisors
California
$538K +$538K +6,292 New
JWBC
332
J.W. Burns & Co
New York
$531K -$2.05K -24 -0.4%
SAM
333
Sawgrass Asset Management
Florida
$530K -$5.13K -60 -1%
CA
334
Cambridge Advisors
Nebraska
$527K – – –
ST
335
Smithfield Trust
Pennsylvania
$520K +$13.9K +162 +3%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$515K +$22.1K +258 +4%
SGAM
337
Steinberg Global Asset Management
Florida
$514K -$49.5K -578 -9%
BP
338
Ballentine Partners
Massachusetts
$512K – – –
Comerica Bank
339
Comerica Bank
Texas
$509K -$81.1K -943 -14%
EC
340
Estate Counselors
Wisconsin
$509K – – –
WA
341
WFG Advisors
Texas
$508K -$428K -5,006 -46%
CAL
342
Capital Analysts LLC
Pennsylvania
$506K +$72.2K +844 +17%
NCM
343
New Capital Management
Texas
$501K +$501K +5,859 New
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$492K -$103K -1,200 -17%
VIA
345
Vantage Investment Advisors
Pennsylvania
$490K +$1.46K +17 +0.3%
GIA
346
Guyasuta Investment Advisors
Pennsylvania
$488K – – –
FMBTD
347
First Midwest Bank Trust Division
Illinois
$486K – – –
GAG
348
GM Advisory Group
New York
$485K +$485K +5,668 New
FIM
349
Freedom Investment Management
Connecticut
$483K +$238K +2,784 +97%
FLPIM
350
F.L. Putnam Investment Management
Massachusetts
$477K -$3.43K -40 -0.7%
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14
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