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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 %
PWW
351
Pettyjohn Wood & White
Virginia
$474K – – –
BWM
352
BigSur Wealth Management
Florida
$471K +$471K +5,500 New
BCA
353
Bray Capital Advisors
Florida
$465K -$37.5K -437 -7%
CAM
354
Covenant Asset Management
New Jersey
$465K +$465K +5,430 New
NB
355
Nicolet Bankshares
Wisconsin
$463K -$7.62K -89 -2%
Toronto Dominion Bank
356
Toronto Dominion Bank
Ontario, Canada
$463K – – –
DK
357
Darrell & King
Virginia
$463K +$39.4K +461 +9%
CCFCSB
358
Cape Cod Five Cents Savings Bank
Massachusetts
$462K +$8.56K +100 +2%
CIA
359
Choate Investment Advisors
Massachusetts
$458K – – –
SFG
360
SevenBridge Financial Group
Pennsylvania
$447K – – –
SFSIG
361
San Francisco Sentry Investment Group
California
$447K +$342 +4 +0.1%
VKH
362
Virtu KCG Holdings
New York
$440K +$440K +5,148 New
FHC
363
First Heartland Consultants
Missouri
$435K -$13.4K -156 -3%
SIA
364
SeaBridge Investment Advisors
New Jersey
$434K – – –
CFMC
365
Curbstone Financial Management Corp
New Hampshire
$431K -$487K -5,684 -53%
RWM
366
Ritholtz Wealth Management
New York
$427K +$427K +4,995 New
UBG
367
United Bank (Georgia)
Georgia
$418K +$418K +4,888 New
MWM
368
Mission Wealth Management
California
$414K – – –
PFP
369
Pinnacle Financial Partners
Tennessee
$414K +$101K +1,180 +32%
PIM
370
Penobscot Investment Management
Massachusetts
$411K -$23.1K -270 -5%
NIA
371
Northstar Investment Advisors
Colorado
$404K +$404K +4,726 New
CWM
372
Concentric Wealth Management
California
$397K +$397K +4,636 New
FCAG
373
First Capital Advisors Group
New Jersey
$396K +$396K +4,632 New
BRWA
374
B. Riley Wealth Advisors
Florida
$391K -$826K -9,638 -68%
BHB
375
Bank Hapoalim BM
Israel
$388K -$338K -3,943 -47%
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