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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.

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
1
State Street
Massachusetts
$176M
2
HNB
2
Huntington National Bank
Ohio
$48.6M
3
HI
3
Horizon Investments
North Carolina
$48.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$76.9M
5
Ameriprise
5
Ameriprise
Minnesota
$123M

Top Sellers

1
RCG
1
Ruggie Capital Group
Florida
$10.6M
2
SCM
2
Sandler Capital Management
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$215M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$9.87M 116,990 +27,631 +31%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$9.8M 116,153 +7,852 +7%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$9.52M 112,830 +1,197 +1%
PAG
79
Private Advisor Group
New Jersey
$9.5M 114,395 -297 -0.3%
ABC
80
Associated Banc-Corp
Wisconsin
$9.41M 111,543 +3,337 +3%
CAL
81
Capital Advisors Ltd
Ohio
$9.36M 110,970 +3,210 +3%
SIA
82
Starfire Investment Advisers
Michigan
$8.92M 105,736 +1,187 +1%
WCMN
83
Westchester Capital Management (Nebraska)
Nebraska
$8.9M 105,471 -5,481 -5%
CAN
84
Cetera Advisor Networks
California
$8.7M 103,172 +38,787 +60%
LNB
85
Ledyard National Bank
$8.57M 101,636 -4,342 -4%
TC
86
Telemus Capital
Michigan
$8.45M 100,155 -64,050 -39%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$8.3M 98,367 +23,024 +31%
1IA
88
1834 Investment Advisors
Wisconsin
$8.27M 97,992 -291 -0.3%
AG
89
Advisor Group
Arizona
$8.11M 96,137 +7,543 +9%
HCP
90
Holt Capital Partners
Texas
$8.05M 95,454 -2,560 -3%
HCIA
91
Hochman Cole Investment Advisors
Illinois
$7.92M 93,841 +10,803 +13%
LNC
92
Lincoln National Corp
Pennsylvania
$7.79M 92,299 -824 -0.9%
CA
93
Cornerstone Advisory
Maryland
$7.59M 89,988 +424 +0.5%
GWM
94
Geneos Wealth Management
Colorado
$7.05M 83,612 +42,398 +103%
PBT
95
Pictet Bank & Trust
Bahamas
$6.93M 82,100 +15,600 +23%
SWP
96
Stratos Wealth Partners
Ohio
$6.73M 79,733 +7,360 +10%
SMA
97
Simply Money Advisors
Ohio
$6.59M 78,111 +46,708 +149%
VWM
98
Venturi Wealth Management
Texas
$6.45M 76,504 +45,754 +149%
Citigroup
99
Citigroup
New York
$6.31M 74,797 +7,215 +11%
FA
100
Fagan Associates
New York
$6.18M 73,287 +847 +1%
2 3
4
5 6