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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.

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

Top Sellers

1
RCG
Ruggie Capital Group
Florida
$10.6M
2
SCM
Sandler Capital Management
New York
$0
3
Wells Fargo
Wells Fargo
California
$215M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
501
Focused Wealth Management
New York
$12K – – –
AIM
502
Anchor Investment Management
South Carolina
$11.2K – – –
CBT
503
Central Bank & Trust
Kentucky
$11K – – –
First Manhattan
504
First Manhattan
New York
$10K -$83 -1 -0.8%
HW
505
Hedeker Wealth
Illinois
$9.58K -$101K -8,517 -91%
CB
506
Community Bank
New York
$9K – – –
PFS
507
Physicians Financial Services
North Carolina
$6K – – –
CCM
508
Cribstone Capital Management
Maine
$5K -$14.6K -161 -75%
SBL
509
Sargent Bickham Lagudis
Colorado
$4.02K -$137 -1,623 -3%
BWP
510
Baldwin Wealth Partners
Massachusetts
$3K -$21.2K -240 -88%
AIS
511
Accurate Investment Solutions
Pennsylvania
$3K – – –
CWM
512
Catamount Wealth Management
Connecticut
$2K – – –
GBBWRPM
513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
BCMIO
514
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +13 New
FNB
515
Farmers National Bank
Kentucky
$160 – – –
SCM
516
Sandler Capital Management
New York
– -$26.9M -320,000 Closed
MIAN
517
Mariner Independent Advisor Network
Kansas
– -$4.9M -53,848 Closed
HCA
518
Harbour Capital Advisors
Virginia
– -$2.27M -27,005 Closed
RDM
519
Retirement Design & Management
Connecticut
– -$1.87M -22,260 Closed
JWM
520
Jackson Wealth Management
Florida
– -$845K -10,066 Closed
Jane Street
521
Jane Street
New York
– -$762K -9,085 Closed
RPA
522
Rock Point Advisors
Vermont
– -$754K -8,980 Closed
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
– -$599K -7,148 Closed
WI
524
WBI Investments
New Jersey
– -$387K -4,613 Closed
FIM
525
Frontier Investment Management
Texas
– -$330K -3,927 Closed
18 19 20
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