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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$92.4M
2
FIG
2
FundX Investment Group
California
$42.2M
3
Wells Fargo
3
Wells Fargo
California
$231M
4
SCM
4
Sandler Capital Management
New York
$26.9M
5
AIA
5
Arrow Investment Advisors
Maryland
$22.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$599M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
3
LPL Financial
California
$66M
4
HNB
4
Huntington National Bank
Ohio
$48M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$51M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$9.37M 111,633 -25,632 -19%
WCMN
77
Westchester Capital Management (Nebraska)
Nebraska
$9.31M 110,952 -4,975 -4%
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$9.09M 108,301 +8,061 +8%
ABC
79
Associated Banc-Corp
Wisconsin
$9.08M 108,206 +38,294 +55%
CAL
80
Capital Advisors Ltd
Ohio
$9.04M 107,760 +751 +0.7%
LNB
81
Ledyard National Bank
$8.89M 105,978 -5,851 -5%
SIA
82
Starfire Investment Advisers
Michigan
$8.77M 104,549 +1,277 +1%
1IA
83
1834 Investment Advisors
Wisconsin
$8.25M 98,283 +4,220 +4%
HCP
84
Holt Capital Partners
Texas
$8.23M 98,014 +4,130 +4%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.07M 96,162 +38,402 +66%
LNC
86
Lincoln National Corp
Pennsylvania
$7.82M 93,123 +32,464 +54%
CA
87
Cornerstone Advisory
Maryland
$7.52M 89,564 -1,697 -2%
Creative Planning
88
Creative Planning
Kansas
$7.5M 89,359 -632 -0.7%
AG
89
Advisor Group
Arizona
$7.43M 88,594 +88,594 New
EDRH
90
Edmond de Rothschild Holding
Switzerland
$7.16M 85,272 +70,957 +496%
EDRS
91
Edmond de Rothschild (Suisse)
Switzerland
$7.16M 85,272 +70,957 +496%
HCIA
92
Hochman Cole Investment Advisors
Illinois
$6.97M 83,038 +8,745 +12%
TH
93
Timber Hill
Connecticut
$6.61M 78,701 +78,701 New
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.59M 78,491 -18,488 -19%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$6.32M 75,343 -1,887 -2%
DW
96
Domani Wealth
Pennsylvania
$6.19M 73,721 -13,642 -16%
FA
97
Fagan Associates
New York
$6.08M 72,440 +1,590 +2%
SWP
98
Stratos Wealth Partners
Ohio
$6.07M 72,373 -255,655 -78%
RBC
99
Roble Belko & Company
Pennsylvania
$6.04M 72,007 -5,530 -7%
WA
100
WealthTrust-Arizona
Arizona
$6.03M 71,875 -3,056 -4%
2 3
4
5 6