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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 %
AP
451
Atwood & Palmer
Missouri
$26K -$20.8K -260 -44%
OSNBOA
452
Old Second National Bank of Aurora
Illinois
$26K – – –
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$24K -$6.08K -76 -20%
OC
454
Oakworth Capital
Alabama
$24K – – –
MCM
455
Manchester Capital Management
Vermont
$22K – – –
ARMC
456
American Research & Management Company
Massachusetts
$22K – – –
BWP
457
Baldwin Wealth Partners
Massachusetts
$22K +$22K +274 New
NSIM
458
North Star Investment Management
Illinois
$20K – – –
MWM
459
MinichMacGregor Wealth Management
New York
$19K +$19K +250 New
TF
460
Tompkins Financial
New York
$17K – – –
RFA
461
Reilly Financial Advisors
California
$16K – – –
PCTC
462
Perkins Coie Trust Company
Washington
$15K -$15K -184 -50%
CHC
463
City Holding Co
West Virginia
$14K – – –
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
FWM
465
Focused Wealth Management
New York
$12K – – –
AIM
466
Anchor Investment Management
South Carolina
$10.6K +$10.6K +133 New
CBT
467
Central Bank & Trust
Kentucky
$10K – – –
CB
468
Community Bank
New York
$9K – – –
First Manhattan
469
First Manhattan
New York
$9K +$9K +122 New
TDC
470
Thompson Davis & Co
Virginia
$8K – – –
IIM
471
Ipswich Investment Management
Massachusetts
$8K +$8K +100 New
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$7.99K – – –
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$6K -$122K -1,529 -95%
PFS
474
Physicians Financial Services
North Carolina
$6K – – –
AssetMark Inc
475
AssetMark Inc
California
$3K -$39.8K -464 -93%
17 18
19
20 21