SDY icon

SPDR S&P Dividend ETF

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
376
Balasa Dinverno & Foltz
$293K
EVM
377
Eaton Vance Management
Massachusetts
$291K -$168 -2 -0.1%
WF
378
WealthTrust Fairport
Ohio
$291K +$40.5K +483 +16%
AI
379
Atria Investments
North Carolina
$288K +$288K +3,422 New
QCG
380
Quadrant Capital Group
Ohio
$284K
PPA
381
Parametric Portfolio Associates
Washington
$283K -$50.4K -600 -15%
PAM
382
Panagora Asset Management
Massachusetts
$273K +$61.6K +735 +29%
CPS
383
Counsel Portfolio Services
Ontario, Canada
$273K +$61.6K +735 +29%
EWA
384
Exencial Wealth Advisors
Oklahoma
$271K
ASC
385
Atalanta Sosnoff Capital
New York
$269K
BWFA
386
Baltimore-Washington Financial Advisors
Maryland
$267K -$2.09K -25 -0.8%
BCP
387
Berkeley Capital Partners
Georgia
$266K +$168 +2 +0.1%
HCM
388
Howland Capital Management
Massachusetts
$259K
SCA
389
Stonebridge Capital Advisors
Minnesota
$259K
SAM
390
Summit Asset Management
Tennessee
$257K
PFM
391
Peak Financial Management
Massachusetts
$253K +$253K +3,015 New
WSC
392
Wellington Shields & Co
New York
$252K
BCP
393
Blue Chip Partners
Michigan
$251K
PSUF
394
People's United Financial
Connecticut
$250K +$126K +1,500 +102%
ST
395
Sentinel Trust
Texas
$246K -$129K -1,543 -34%
SNT
396
Security National Trust
West Virginia
$243K -$83.8K -1,000 -26%
FIM
397
Freedom Investment Management
Connecticut
$242K -$250K -2,989 -51%
SFWA
398
Summit Financial Wealth Advisors
Louisiana
$240K -$238K -2,841 -50%
OC
399
Oarsman Capital
Wisconsin
$237K -$18.2K -217 -7%
BFA
400
Bragg Financial Advisors
North Carolina
$233K -$5.46K -65 -2%