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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 %
FCCM
426
First City Capital Management
Georgia
$67.1K – – –
NC
427
NewSquare Capital
Pennsylvania
$67K – – –
AWMS
428
Advocacy Wealth Management Services
Georgia
$67K – – –
ACM
429
Argentus Capital Management
Texas
$67K +$11.2K +140 +20%
CA
430
CapWealth Advisors
Tennessee
$66K – – –
DAM
431
Delta Asset Management
Tennessee
$60K -$20.1K -250 -25%
AIM
432
Advantage Investment Management
Iowa
$60K – – –
MBT
433
Monroe Bank & Trust
Michigan
$58K -$29.2K -365 -33%
AA
434
Apriem Advisors
California
$58K +$239 +3 +0.4%
PG
435
Patten Group
Tennessee
$56.8K -$4K -50 -7%
AIM
436
Arcadia Investment Management
Michigan
$56K – – –
BKA
437
Brick & Kyle Associates
Pennsylvania
$56K – – –
DLHL
438
Donald L. Hagan LLC
Florida
$56K +$56K +700 New
RCA
439
Rowland Carmichael Advisors
Arizona
$54K +$54K +672 New
DADC
440
D.A. Davidson & Co
Montana
$53K -$40.3K -507 -43%
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
CFA
442
CT Financial Advisors
Pennsylvania
$47K +$80 +1 +0.2%
TCM
443
Tradewinds Capital Management
Washington
$45K – – –
PAI
444
Pittenger & Anderson Inc
Nebraska
$40K – – –
Schroder Investment Management Group
445
Schroder Investment Management Group
United Kingdom
$40K – – –
CCA
446
Checchi Capital Advisers
California
$40K +$40K +501 New
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$35K +$22.1K +281 +170%
BBHC
448
Brown Brothers Harriman & Co
New York
$34K – – –
BC
449
Bartlett & Co
Ohio
$34K – – –
SFPIA
450
Stevens First Principles Investment Advisors
California
$29K – – –
16 17
18
19 20