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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 %
LW
26
Linscomb Wealth
Texas
$36.9M +$15.3K +179 +0%
MFS
27
MSI Financial Services
Massachusetts
$35.2M +$701K +8,188 +2%
UCFA
28
United Capital Financial Advisors
Texas
$34.4M +$328K +3,838 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$33.3M +$4.3M +50,471 +15%
1SB
30
1ST Source Bank
Indiana
$32.8M -$7.47M -87,304 -19%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$28.3M +$1.49M +17,447 +6%
SC
32
Stratford Consulting
Texas
$27.8M +$226K +2,644 +0.8%
MGIA
33
Moneta Group Investment Advisors
Missouri
$27.2M -$1.21M -14,151 -4%
ICOA
34
Investment Centers of America
North Dakota
$26.1M +$2.32M +27,082 +10%
MWP
35
MYCIO Wealth Partners
Pennsylvania
$25.8M +$945K +11,040 +4%
SC
36
Scotia Capital
Ontario, Canada
$25.5M +$855K +9,970 +3%
FA
37
FDx Advisors
Illinois
$24M +$22.7M +264,797 +1,644%
CCP
38
Cardan Capital Partners
Colorado
$23.2M +$572K +6,681 +3%
BUB
39
BBVA USA Bancshares
Texas
$23.1M -$1.75M -20,454 -7%
MCM
40
MAI Capital Management
Ohio
$21.6M -$144K -1,685 -0.7%
William Blair & Company
41
William Blair & Company
Illinois
$21.5M +$4.26M +49,733 +25%
KA
42
Klingman & Associates
New York
$20.9M -$666K -7,779 -3%
CW
43
Cobiz Wealth
Colorado
$20.1M -$174K -2,030 -0.9%
FCI
44
Financial Counselors Inc
Kansas
$18.2M +$18.2M +212,627 New
SB
45
Simmons Bank
Arkansas
$17.6M -$111K -1,297 -0.6%
BF
46
BOK Financial
Oklahoma
$17.6M +$4.23M +49,453 +32%
BC
47
Brinker Capital
Pennsylvania
$17.2M -$255K -2,981 -1%
CA
48
Clearstead Advisors
Ohio
$17.1M +$17.1M +199,330 New
SAMC
49
Spectrum Asset Management (California)
California
$17M +$2.69M +31,470 +19%
JGIA
50
Jackson Grant Investment Advisers
Connecticut
$16.1M -$6.76M -79,026 -30%
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