SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

514 hedge funds and large institutions have $4.83B invested in SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
13.74%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
1.44%
New
43
Increased
187
Reduced
175
Closed
19
Calls
$22.6M
Puts
$16.9M
Net Calls
+$5.77M
Net Calls Change
-$4.76M

Top Buyers

1
State Street
1
State Street
Massachusetts
$176M
2
HNB
2
Huntington National Bank
Ohio
$48.6M
3
HI
3
Horizon Investments
North Carolina
$48.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$76.9M
5
Ameriprise
5
Ameriprise
Minnesota
$123M

Top Sellers

1
RCG
1
Ruggie Capital Group
Florida
$10.6M
2
SCM
2
Sandler Capital Management
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$215M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$38.6M 457,904 +47,370 +12%
LW
27
Linscomb Wealth
Texas
$36.4M 431,013 +21,213 +5%
MFS
28
MSI Financial Services
Massachusetts
$34M 403,053 +35,372 +10%
UCFA
29
United Capital Financial Advisors
Texas
$33.6M 398,120 -13,873 -3%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$33.4M 395,655 -16,630 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$28.7M 340,785 +28,943 +9%
BMM
32
Berkshire Money Management
Massachusetts
$28.5M 338,289 -6,657 -2%
MGIA
33
Moneta Group Investment Advisors
Missouri
$28M 331,982 +18,666 +6%
SC
34
Stratford Consulting
Texas
$27.2M 322,345 -4,805 -1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$26.4M 313,342 +313,342 New
BUB
36
BBVA USA Bancshares
Texas
$24.5M 290,294 -53,328 -16%
MWP
37
MYCIO Wealth Partners
Pennsylvania
$24.5M 290,291 -12,024 -4%
SC
38
Scotia Capital
Ontario, Canada
$24.2M 287,444 +994 +0.3%
ICOA
39
Investment Centers of America
North Dakota
$23.4M 277,515 +20,290 +8%
JGIA
40
Jackson Grant Investment Advisers
Connecticut
$22.5M 267,102 +2,102 +0.8%
CCP
41
Cardan Capital Partners
Colorado
$22.3M 264,092 +10,756 +4%
MCM
42
MAI Capital Management
Ohio
$21.4M 253,976 -1,783 -0.7%
KA
43
Klingman & Associates
New York
$21.3M 252,131 -2,848 -1%
AIA
44
Arrow Investment Advisors
Maryland
$21M 249,367 -19,350 -7%
CW
45
Cobiz Wealth
Colorado
$20M 236,660 +8,377 +4%
AssetMark Inc
46
AssetMark Inc
California
$18.2M 215,355 +215,355 New
SB
47
Simmons Bank
Arkansas
$17.5M 207,515 -49,989 -19%
BC
48
Brinker Capital
Pennsylvania
$17.2M 203,712 +352 +0.2%
William Blair & Company
49
William Blair & Company
Illinois
$17M 201,419 -3,715 -2%
BCM
50
Brookstone Capital Management
Illinois
$16.7M 197,464 -13,774 -7%
1
2
3 4 5