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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$16M 186,839 +74,009 +66%
AllianceBernstein
52
AllianceBernstein
Tennessee
$16M 186,748 -271,156 -59%
PMG
53
ProVise Management Group
Florida
$14.9M 174,071 -8,534 -5%
Stifel Financial
54
Stifel Financial
Missouri
$14.8M 172,600 -1,831 -1%
M&T Bank
55
M&T Bank
New York
$14.7M 172,267 -7,990 -4%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$14.6M 170,367 -6,669 -4%
NPC
57
National Planning Corporation
California
$14.4M 167,636 +15,925 +10%
BCM
58
Brookstone Capital Management
Illinois
$14.2M 166,033 -31,431 -16%
ODG
59
O'Dell Group
Ohio
$13.5M 157,927 +157,927 New
Northern Trust
60
Northern Trust
Illinois
$13.5M 157,399 +3,402 +2%
WC
61
Wexford Capital
Florida
$13.4M 156,354 +98,073 +168%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$13.3M 155,235 +9,621 +7%
N
63
Natixis
France
$12.8M 150,000 – –
Bessemer Group
64
Bessemer Group
New Jersey
$12.8M 149,114 +147,196 +7,674%
KIA
65
KCM Investment Advisors
California
$12.2M 142,612 +9,152 +7%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$12M 140,740 +111 +0.1%
WIC
67
Whitegate Investment Counselors
New Hampshire
$11.9M 139,555 -3,415 -2%
PAG
68
Private Advisor Group
New Jersey
$11.8M 137,175 +22,780 +20%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$11.5M 134,948 -3,684 -3%
HA
70
Harfst & Associates
Wyoming
$11.5M 134,453 +2,448 +2%
NB
71
NBT Bank
New York
$11.3M 132,529 – –
MIH
72
Madison Investment Holdings
Wisconsin
$11.2M 131,350 +53 +0%
WT
73
Whittier Trust
California
$11.2M 130,972 +1,156 +0.9%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M 125,800 -4,459 -3%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$10.7M 124,658 +3,741 +3%
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