SDY icon

SPDR S&P Dividend ETF

464 hedge funds and large institutions have $4.89B invested in SPDR S&P Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 168 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+25
Holders Change %
+5.69%
% of All Funds
12.18%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
1.1%
New
60
Increased
152
Reduced
168
Closed
30
Calls
$21.7M
Puts
$9.82M
Net Calls
+$11.9M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
426
Atwood & Palmer
Missouri
$43K
TCM
427
Tradewinds Capital Management
Washington
$41K
AssetMark Inc
428
AssetMark Inc
California
$37K -$1.08M -14,538 -97%
Schroder Investment Management Group
429
Schroder Investment Management Group
United Kingdom
$37K -$59.2K -800 -62%
PAI
430
Pittenger & Anderson Inc
Nebraska
$37K
UFA
431
US Financial Advisors
Massachusetts
$37K
BBHC
432
Brown Brothers Harriman & Co
New York
$31K
BC
433
Bartlett & Co
Ohio
$31K
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$28K +$5.66K +76 +25%
PCTC
435
Perkins Coie Trust Company
Washington
$27K
SFPIA
436
Stevens First Principles Investment Advisors
California
$27K +$27K +367 New
OSNBOA
437
Old Second National Bank of Aurora
Illinois
$24K
OC
438
Oakworth Capital
Alabama
$23K +$23K +306 New
AIA
439
Allegis Investment Advisors
Idaho
$23K +$23K +319 New
ARMC
440
American Research & Management Company
Massachusetts
$21K
WRM
441
Westport Resources Management
Connecticut
$21K +$298 +4 +1%
MCM
442
Manchester Capital Management
Vermont
$20K
NSIM
443
North Star Investment Management
Illinois
$18K
SC
444
Saturna Capital
Washington
$18K +$18K +250 New
TF
445
Tompkins Financial
New York
$15K
RFA
446
Reilly Financial Advisors
California
$15K
MDCM
447
Morgan Dempsey Capital Management
Wisconsin
$14K +$14K +184 New
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
CHC
449
City Holding Co
West Virginia
$13K +$13K +178 New
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
$12K