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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 %
CPS
401
Counsel Portfolio Services
Ontario, Canada
$202K +$202K +2,522 New
MA
402
MCF Advisors
Kentucky
$195K – – –
CAL
403
Capital Analysts LLC
Pennsylvania
$184K +$59.6K +746 +48%
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$164K +$83.8K +1,047 +104%
FANJ
405
Financial Architects (New Jersey)
New Jersey
$164K +$164K +2,050 New
GI
406
Gradient Investments
Minnesota
$153K -$18.8K -236 -11%
ZB
407
Zions Bancorporation
Utah
$148K – – –
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$144K – – –
OFS
409
Orrstown Financial Services
Pennsylvania
$134K -$74.5K -929 -36%
MA
410
MUFG Americas
New York
$126K +$27.3K +341 +28%
HDIM
411
Hanson & Doremus Investment Management
Vermont
$122K – – –
PSUF
412
People's United Financial
Connecticut
$118K +$9.67K +121 +9%
BEAM
413
Baker Ellis Asset Management
Washington
$117K – – –
KT
414
Kanaly Trust
Texas
$114K +$21.9K +274 +24%
WTB
415
Washington Trust Bank
Washington
$112K +$112K +1,395 New
AA
416
AlphaMark Advisors
Kentucky
$103K -$12K -150 -10%
S
417
SignatureFD
Georgia
$98K +$20.1K +252 +26%
M
418
MOTCO
Texas
$95K – – –
BBPWM
419
Blue Bell Private Wealth Management
Pennsylvania
$88K – – –
TIM
420
Tortoise Investment Management
New York
$87K +$11.7K +146 +15%
NFG
421
Next Financial Group
Texas
$85K -$21.5K -270 -20%
SIM
422
Sonora Investment Management
Arizona
$81.6K +$808 +10 +1%
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K – – –
BlackRock
424
BlackRock
New York
$74K -$637 -8 -0.9%
FFC
425
First Financial Corp
Indiana
$73K -$10.4K -130 -12%
15 16
17
18 19