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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 %
PBT
101
Pictet Bank & Trust
Bahamas
$7.39M 86,320 +4,220 +5%
PP
102
PagnatoKarp Partners
Virginia
$7.38M 86,271 +86,271 New
GWM
103
Geneos Wealth Management
Colorado
$7.38M 86,216 +2,604 +3%
CS
104
Credit Suisse
Switzerland
$6.98M 81,536 +35,000 +75%
SWP
105
Stratos Wealth Partners
Ohio
$6.94M 81,155 +1,422 +2%
VWM
106
Venturi Wealth Management
Texas
$6.76M 79,039 +2,535 +3%
TG
107
Threshold Group
Washington
$6.51M 76,034 +72,489 +2,045%
JSAM
108
J. Safra Asset Management
New York
$6.37M 74,401 +7,018 +10%
MIAN
109
Mariner Independent Advisor Network
Kansas
$6.36M 74,358 +74,358 New
WA
110
WealthTrust-Arizona
Arizona
$6.29M 73,470 +3,067 +4%
CAN
111
Cetera Advisor Networks
California
$6.19M 72,252 -30,920 -30%
RJT
112
Raymond James Trust
Florida
$5.89M 68,867 +767 +1%
SBL
113
Sargent Bickham Lagudis
Colorado
$5.73M 66,911 +19,317 +41%
NCM
114
Neumann Capital Management
California
$5.61M 65,595 -1,860 -3%
UB
115
UMB Bank
Missouri
$5.42M 63,318 +30,215 +91%
LWA
116
Lowe Wealth Advisors
Maryland
$5.37M 62,778 -980 -2%
SQA
117
Simon Quick Advisors
New Jersey
$5.34M 62,444 +62,444 New
FA
118
Fagan Associates
New York
$5.31M 62,020 -11,267 -15%
FF
119
Friedenthal Financial
New Jersey
$5.24M 61,230 -6,564 -10%
WTC
120
WhitTier Trust Company
Nevada
$5.18M 60,487 +5,667 +10%
FTIOP
121
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.12M 59,822 +1,105 +2%
Geode Capital Management
122
Geode Capital Management
Massachusetts
– – – –
FAM
123
Flaharty Asset Management
Florida
$4.86M 56,627 +56,627 New
AI
124
Atria Investments
North Carolina
$4.85M 56,729 +51,616 +1,010%
CTC
125
Central Trust Company
Missouri
$4.75M 55,467 +2,664 +5%
3 4
5
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