SDY icon

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 %
FIB
476
First Interstate Bank
Montana
$3K +$3K +36 New
CWM
477
Catamount Wealth Management
Connecticut
$2K – – –
EWM
478
Endurance Wealth Management
Rhode Island
$98 – – –
CC
479
Curian Capital
Colorado
– -$13.3M -180,604 Closed
ACM
480
Azimuth Capital Management
Michigan
– -$5.85M -79,570 Closed
NA
481
NewEdge Advisors
Louisiana
– -$3.23M -43,831 Closed
CCS
482
Crosspoint Capital Strategies
California
– -$2.84M -36,058 Closed
TH
483
Timber Hill
Connecticut
– -$1.88M -25,520 Closed
AP
484
Advisors Preferred
Maryland
– -$1.43M -19,431 Closed
NFG
485
NewFocus Financial Group
Washington
– -$1.22M -16,592 Closed
SS
486
Simplicity Solutions
Minnesota
– -$646K -8,774 Closed
BFA
487
Beaumont Financial Advisors
Massachusetts
– -$645K -8,769 Closed
NA
488
Navellier & Associates
Nevada
– -$283K -3,850 Closed
MWAC
489
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$259K -3,514 Closed
EWM
490
Empirical Wealth Management
Washington
– -$239K -3,245 Closed
AL
491
Aspiriant LLC
California
– -$216K -2,938 Closed
BPB
492
Badgley, Phelps & Bell
Washington
– -$211K -2,872 Closed
ACS
493
Archford Capital Strategies
Illinois
– -$142K -1,916 Closed
SMG
494
Spectrum Management Group
Indiana
– -$78K -1,060 Closed
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
– -$46K -630 Closed
Simplex Trading
496
Simplex Trading
Illinois
– -$45K -612 Closed
UFA
497
US Financial Advisors
Massachusetts
– -$37K -500 Closed
AIA
498
Allegis Investment Advisors
Idaho
– -$23K -319 Closed
WRM
499
Westport Resources Management
Connecticut
– -$21K -282 Closed
SC
500
Saturna Capital
Washington
– -$18K -250 Closed
17 18 19
20
21