SDY icon

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 %
BWA
476
Burt Wealth Advisors
Maryland
$133K – – –
HDIM
477
Hanson & Doremus Investment Management
Vermont
$131K – – –
JWM
478
Jacobus Wealth Management
Wisconsin
$128K -$13.3K -155 -9%
BEAM
479
Baker Ellis Asset Management
Washington
$125K – – –
AA
480
AlphaMark Advisors
Kentucky
$116K – – –
FTUS
481
Flow Traders U.S.
New York
$116K +$116K +1,356 New
ACS
482
Archford Capital Strategies
Illinois
$111K – – –
EWM
483
Endurance Wealth Management
Rhode Island
$106K – – –
M
484
MOTCO
Texas
$102K – – –
TIM
485
Tortoise Investment Management
New York
$95K – – –
ANBT
486
American National Bank & Trust
Texas
$94K – – –
OFS
487
Orrstown Financial Services
Pennsylvania
$94K – – –
BC
488
Bartlett & Co
Ohio
$89K +$43.4K +510 +95%
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K – – –
GRP
490
Global Retirement Partners
California
$84K +$84K +1,073 New
FMTCOCP
491
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80.1K +$80.1K +936 New
VWM
492
Valley Wealth Managers
New Jersey
$79K -$8.54K -100 -10%
NC
493
NewSquare Capital
Pennsylvania
$72K – – –
BBPWM
494
Blue Bell Private Wealth Management
Pennsylvania
$65K – – –
AIM
495
Advantage Investment Management
Iowa
$64K -$13.6K -159 -18%
DAM
496
Delta Asset Management
Tennessee
$64K – – –
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$64K +742 New
JCM
498
Jacobi Capital Management
Pennsylvania
$63K – – –
AWMS
499
Advocacy Wealth Management Services
Georgia
$62K – – –
MBT
500
Monroe Bank & Trust
Michigan
$62K +$62K +725 New
18 19
20
21 22