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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 %
HCM
376
Howland Capital Management
Massachusetts
$246K – – –
SAM
377
Summit Asset Management
Tennessee
$245K – – –
FFBTD
378
First Financial Bank - Trust Division
Ohio
$244K – – –
OC
379
Oarsman Capital
Wisconsin
$243K – – –
Mariner
380
Mariner
Kansas
$241K – – –
NG
381
NatWest Group
United Kingdom
$240K – – –
WSC
382
Wellington Shields & Co
New York
$240K – – –
BCP
383
Blue Chip Partners
Michigan
$239K – – –
WF
384
WealthTrust Fairport
Ohio
$239K +$400 +5 +0.2%
VKH
385
Virtu KCG Holdings
New York
$230K +$230K +2,881 New
CB
386
Commerce Bank
Missouri
$229K -$3.59K -45 -2%
BFA
387
Bragg Financial Advisors
North Carolina
$227K – – –
SSWM
388
Smith Salley Wealth Management
North Carolina
$222K -$28K -350 -11%
WS
389
Wedbush Securities
California
$221K -$25.2K -316 -10%
BSB
390
Bangor Savings Bank
Maine
$220K -$24.6K -308 -10%
GW
391
GW & Wade
Massachusetts
$218K – – –
AA
392
Ancora Advisors
Ohio
$217K +$217K +2,714 New
SIG
393
Stanford Investment Group
California
$212K – – –
SHA
394
Smith Hayes Advisers
Nebraska
$210K +$210K +2,627 New
OWD
395
Osborn Williams & Donohoe
Ohio
$208K +$208K +2,600 New
LWIC
396
Leith Wheeler Investment Counsel
British Columbia, Canada
$207K +$207K +2,000 New
CA
397
Capital Advantage
California
$207K +$207K +2,588 New
IWM
398
Integrated Wealth Management
California
$203K +$560 +7 +0.3%
FT
399
Fiduciary Trust
Massachusetts
$203K +$203K +2,538 New
PAM
400
Panagora Asset Management
Massachusetts
$202K +$16.7K +209 +9%
14 15
16
17 18