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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.

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$85.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
BMM
3
Berkshire Money Management
Massachusetts
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$16M
5
AIA
5
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
451
Bangor Savings Bank
Maine
$216K – – –
BFA
452
Bragg Financial Advisors
North Carolina
$215K -$32.6K -380 -13%
PFM
453
Peak Financial Management
Massachusetts
$215K – – –
AWA
454
Arete Wealth Advisors
Illinois
$215K +$215K +2,509 New
HIMC
455
Heritage Investors Management Corp
Maryland
$211K -$4.28K -50 -2%
HCM
456
HMS Capital Management
Tennessee
$210K -$11.6K -136 -5%
PFO
457
Pathstone Family Office
New Jersey
$208K +$208K +2,435 New
RCWMU
458
Rothschild & Co Wealth Management (UK)
United Kingdom
$207K – – –
BP
459
BBR Partners
New York
$206K +$206K +2,405 New
WSTAM
460
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$203K +2,369 New
ISL
461
Ingalls & Snyder LLC
New York
$202K +$202K +2,359 New
FNT
462
First National Trust
Pennsylvania
$201K +$201K +2,350 New
JFA
463
JNBA Financial Advisors
Minnesota
$200K -$41.3K -482 -17%
TCM
464
Tradewinds Capital Management
Washington
$191K – – –
KT
465
Kanaly Trust
Texas
$182K +$150K +1,748 +467%
AF
466
Allworth Financial
California
$179K +$179K +2,093 New
FANJ
467
Financial Architects (New Jersey)
New Jersey
$175K – – –
CFD
468
Creative Financial Designs
Indiana
$173K +$173K +2,021 New
FNB
469
Farmers National Bank
Kentucky
$163K – – –
IDBONY
470
Israel Discount Bank of New York
New York
$160K +$160K +1,875 New
ZB
471
Zions Bancorporation
Utah
$159K – – –
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$154K -$149K – –
GI
473
Gradient Investments
Minnesota
$154K +$11.4K +134 +8%
AA
474
Apriem Advisors
California
$150K +$683 +8 +0.5%
EFSCE
475
Enterprise Financial Services Corp (EFSC)
Missouri
$146K -$14.8K -173 -9%
17 18
19
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