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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 %
KFA
351
Kays Financial Advisory
Georgia
$296K -$2.16K -27 -0.7%
GC
352
Grimes & Company
Massachusetts
$294K – – –
RCAG
353
Rehmann Capital Advisory Group
Michigan
$293K +$293K +3,662 New
CCM
354
Colorado Capital Management
Colorado
$293K +$293K +3,672 New
CFA
355
Carroll Financial Associates
North Carolina
$292K +$13.8K +173 +5%
FFA
356
First Foundation Advisors
California
$288K -$43.6K -545 -13%
CWA
357
Cypress Wealth Advisors
California
$285K – – –
IH
358
IFC Holdings
Florida
$284K +$22.8K +283 +9%
BWA
359
Burt Wealth Advisors
Maryland
$284K +$272K +3,400 +2,208%
VWA
360
V Wealth Advisors
Kansas
$284K +$284K +3,551 New
TG
361
Threshold Group
Washington
$283K -$60.9K -763 -18%
GC
362
Garde Capital
Washington
$282K – – –
ASN
363
Advisory Services Network
Georgia
$282K +$82.5K +1,034 +41%
BDF
364
Balasa Dinverno & Foltz
$279K -$139K -1,738 -33%
NEPWA
365
New England Private Wealth Advisors
Massachusetts
$279K +$400 +5 +0.1%
EVM
366
Eaton Vance Management
Massachusetts
$277K -$32K -401 -10%
Comerica Bank
367
Comerica Bank
Texas
$275K +$34.1K +420 +14%
QCG
368
Quadrant Capital Group
Ohio
$267K -$167K -2,150 -39%
FMBTD
369
First Midwest Bank Trust Division
Illinois
$265K – – –
NA
370
Nottingham Advisors
New York
$263K – – –
EWA
371
Exencial Wealth Advisors
Oklahoma
$259K +$10.8K +135 +4%
BWFA
372
Baltimore-Washington Financial Advisors
Maryland
$257K -$142K -1,778 -36%
ASC
373
Atalanta Sosnoff Capital
New York
$256K +$256K +3,204 New
BCP
374
Berkeley Capital Partners
Georgia
$253K -$28.7K -359 -10%
SCA
375
Stonebridge Capital Advisors
Minnesota
$247K – – –
13 14
15
16 17