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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 %
WA
101
WealthTrust-Arizona
Arizona
$5.94M 70,403 -1,472 -2%
RJT
102
Raymond James Trust
Florida
$5.75M 68,100 +1,907 +3%
FF
103
Friedenthal Financial
New Jersey
$5.72M 67,794 -3,506 -5%
NCM
104
Neumann Capital Management
California
$5.69M 67,455 -1,055 -2%
JSAM
105
J. Safra Asset Management
New York
$5.68M 67,383 +18,215 +37%
DWA
106
Dorsey Wright & Associates
California
$5.61M 66,534 -4,725 -7%
LMIM
107
Lockheed Martin Investment Management
Maryland
$5.4M 64,017 – –
LWA
108
Lowe Wealth Advisors
Maryland
$5.38M 63,758 -110 -0.2%
DW
109
Domani Wealth
Pennsylvania
$5.35M 63,415 -10,306 -14%
FTIOP
110
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.95M 58,717 +19,838 +51%
WC
111
Wexford Capital
Florida
$4.92M 58,281 +58,281 New
Geode Capital Management
112
Geode Capital Management
Massachusetts
– – – –
AC
113
Alexandria Capital
Virginia
$4.76M 56,362 -893 -2%
WTC
114
WhitTier Trust Company
Nevada
$4.63M 54,820 -2,584 -5%
DG
115
Davidson & Garrard
Virginia
$4.6M 54,538 -180 -0.3%
FAAS
116
First Allied Advisory Services
California
$4.59M 54,353 +7,855 +17%
CTC
117
Central Trust Company
Missouri
$4.46M 52,803 -200 -0.4%
CI
118
Conning Inc
Connecticut
$4.36M 51,707 -3,692 -7%
VSWA
119
Vontobel Swiss Wealth Advisors
Switzerland
$4.36M 51,696 -4,865 -9%
FFS
120
Founders Financial Securities
Maryland
$4.32M 51,186 +51,186 New
OBWP
121
O'Brien Wealth Partners
Massachusetts
$4.28M 50,759 -101,677 -67%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12M 48,814 -47,348 -49%
US Bancorp
123
US Bancorp
Minnesota
$4.05M 47,952 +2,602 +6%
FHA
124
First Horizon Advisors
Tennessee
$3.98M 47,219 -1,935 -4%
CS
125
Credit Suisse
Switzerland
$3.93M 46,536 -6,067 -12%
3 4
5
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