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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

514 hedge funds and large institutions have $4.83B invested in SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
13.74%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
1.44%
New
43
Increased
187
Reduced
175
Closed
19
Calls
$22.6M
Puts
$16.9M
Net Calls
+$5.77M
Net Calls Change
-$4.76M

Top Buyers

1
State Street
State Street
Massachusetts
$176M
2
HNB
Huntington National Bank
Ohio
$48.6M
3
HI
Horizon Investments
North Carolina
$48.2M
4
Goldman Sachs
Goldman Sachs
New York
$76.9M
5
Ameriprise
Ameriprise
Minnesota
$123M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
$10.6M
2
SCM
Sandler Capital Management
New York
$0
3
Wells Fargo
Wells Fargo
California
$215M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
376
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$313K – – –
FAB
377
First American Bank
Illinois
$312K – – –
CCM
378
Colorado Capital Management
Colorado
$310K – – –
AAS
379
Annex Advisory Services
Wisconsin
$308K -$14.9K -177 -5%
GC
380
Grimes & Company
Massachusetts
$305K – – –
FFBTD
381
First Financial Bank - Trust Division
Ohio
$300K – – –
CWA
382
Cypress Wealth Advisors
California
$300K – – –
CCMG
383
Clark Capital Management Group
Pennsylvania
$299K – – –
TG
384
Threshold Group
Washington
$299K +$299K +3,545 New
KFA
385
Kays Financial Advisory
Georgia
$297K -$4.98K -59 -2%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$296K +$1.6K +19 +0.5%
NEPWA
387
New England Private Wealth Advisors
Massachusetts
$295K +$589 +7 +0.2%
BDF
388
Balasa Dinverno & Foltz
$294K – – –
EVM
389
Eaton Vance Management
Massachusetts
$293K – – –
PSUF
390
People's United Financial
Connecticut
$292K +$40.5K +480 +16%
QCG
391
Quadrant Capital Group
Ohio
$286K – – –
PAM
392
Peak Asset Management
Colorado
$283K +$61K +722 +27%
RWA
393
RGT Wealth Advisors
Texas
$282K +$282K +3,346 New
CVM
394
Cheviot Value Management
California
$273K +$273K +3,239 New
RT
395
Reliance Trust
Georgia
$272K +$272K +3,229 New
BCP
396
Berkeley Capital Partners
Georgia
$270K +$3.04K +36 +1%
EWA
397
Exencial Wealth Advisors
Oklahoma
$270K +$6.83K +84 +3%
PPA
398
Parametric Portfolio Associates
Washington
$267K -$17.7K -210 -6%
MA
399
MCF Advisors
Kentucky
$264K +$58.1K +688 +28%
CAG
400
Crestwood Advisors Group
Massachusetts
$261K -$90.1K -1,067 -26%
14 15
16
17 18