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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

553 hedge funds and large institutions have $5.06B invested in SPDR S&P Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+39
Holders Change %
+7.59%
% of All Funds
13.85%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
1.48%
New
79
Increased
190
Reduced
170
Closed
36
Calls
$26.4M
Puts
$11.2M
Net Calls
+$15.2M
Net Calls Change
+$9.44M

Top Buyers

1
SAS
Sage Advisory Services
Texas
$52.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$231M
3
Ameriprise
Ameriprise
Minnesota
$156M
4
Morgan Stanley
Morgan Stanley
New York
$371M
5
RJA
Raymond James & Associates
Florida
$222M

Top Sellers

1
State Street
State Street
Massachusetts
$85.4M
2
HI
Horizon Investments
North Carolina
$0
3
BMM
Berkshire Money Management
Massachusetts
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$16M
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
426
IHT Wealth Management
Illinois
$268K +$268K +3,123 New
HCM
427
Howland Capital Management
Massachusetts
$264K – – –
HW
428
Hedeker Wealth
Illinois
$264K +$195K +2,279 +282%
CAM
429
Concorde Asset Management
Michigan
$264K +$264K +3,086 New
CL
430
CPWM LLC
Washington
$263K -$68K -796 -21%
DBT
431
Dubuque Bank & Trust
Iowa
$262K -$111K -1,300 -30%
SCA
432
Stonebridge Capital Advisors
Minnesota
$260K -$4.01K -47 -2%
DADC
433
D.A. Davidson & Co
Montana
$260K +$16.9K +198 +7%
WF
434
WealthTrust Fairport
Ohio
$257K +$1.2K +14 +0.5%
BCP
435
Blue Chip Partners
Michigan
$256K – – –
GKWIM
436
Gerber Kawasaki Wealth & Investment Management
California
$256K +$256K +2,995 New
MHIM
437
MacNealy Hoover Investment Management
Ohio
$252K -$466K -5,450 -65%
SC
438
Savant Capital
Illinois
$251K +$251K +2,931 New
SNT
439
Security National Trust
West Virginia
$248K – – –
SAM
440
Summit Asset Management
Tennessee
$247K -$15.4K -180 -6%
CA
441
Capital Advantage
California
$246K +$8.14K +95 +3%
PWM
442
Perigon Wealth Management
California
$242K +$242K +2,715 New
CAG
443
Crestwood Advisors Group
Massachusetts
$238K -$26.5K -310 -10%
KF
444
Krilogy Financial
Missouri
$237K +$3.68K +43 +2%
NA
445
Nottingham Advisors
New York
$235K – – –
BFIM
446
Beese Fulmer Investment Management
Ohio
$230K – – –
HCM
447
Hall Capital Management
Rhode Island
$230K +$230K +2,698 New
SIG
448
Stanford Investment Group
California
$227K – – –
SFWA
449
Summit Financial Wealth Advisors
Louisiana
$223K -$5.57K -65 -2%
IWM
450
Integrated Wealth Management
California
$222K +$10.8K +127 +5%
16 17
18
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