SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

478 hedge funds and large institutions have $4.63B invested in SPDR S&P Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+14
Holders Change %
+3.02%
% of All Funds
12.76%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
1.31%
New
45
Increased
171
Reduced
169
Closed
27
Calls
$25.3M
Puts
$10.9M
Net Calls
+$14.4M
Net Calls Change
+$2.57M

Top Buyers

1
GFG
Gray Financial Group
Georgia
$48.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$72.9M
3
Morgan Stanley
Morgan Stanley
New York
$324M
4
BCM
Brookstone Capital Management
Illinois
$15.3M
5
RCG
Ruggie Capital Group
Florida
$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$941M
2
Wells Fargo
Wells Fargo
California
$188M
3
HNB
Huntington National Bank
Ohio
$42.5M
4
UBS Group
UBS Group
Switzerland
$204M
5
AWE
Avidian Wealth Enterprises
Texas
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$2.96M +$2.03M +25,415 +220%
PBO
127
Peoples Bank (Ohio)
Ohio
$2.93M -$554K -6,930 -16%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$2.7M -$518K -6,475 -16%
VFS
129
VSR Financial Services
Kansas
$2.69M -$844K -10,560 -24%
FBNAT
130
FirstMerit Bank N.A. Trustee
Ohio
$2.61M +$20.3K +254 +0.8%
CT
131
Coastline Trust
Rhode Island
$2.54M +$119K +1,485 +5%
BAM
132
Bruderman Asset Management
New York
$2.49M -$389K -4,862 -14%
MA
133
Montag & Associates
Georgia
$2.44M -$63.6K -795 -3%
TCOV
134
Trust Company of Vermont
Vermont
$2.43M +$14.5K +181 +0.6%
LWM
135
Lenox Wealth Management
Ohio
$2.42M -$209K -2,614 -8%
Citadel Advisors
136
Citadel Advisors
Florida
$2.42M +$2.02M +25,249 +507%
GWM
137
Gupta Wealth Management
California
$2.39M +$56.8K +710 +2%
HCM
138
Hollencrest Capital Management
California
$2.35M +$5.52K +69 +0.2%
BAM
139
Baring Asset Management
United Kingdom
$2.32M -$47.2K -589 -2%
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
$2.31M +$237K +2,964 +11%
IWA
141
Intercontinental Wealth Advisors
Texas
$2.31M +$61.6K +771 +3%
PAS
142
Partnervest Advisory Services
California
$2.29M +$171K +2,139 +8%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M -$28.1K -352 -1%
OC
144
Oppenheimer & Co
New York
$2.26M -$835K -10,446 -27%
CIC
145
Carnegie Investment Counsel
Ohio
$2.24M +$11.6K +145 +0.5%
RPA
146
Rock Point Advisors
Vermont
$2.2M -$768K -9,605 -26%
SI
147
SII Investments
Wisconsin
$2.19M +$191K +2,387 +10%
QIM
148
Quest Investment Management
Oregon
$2.18M +$97.9K +1,225 +5%
HCA
149
Harbour Capital Advisors
Virginia
$2.15M -$30K -375 -1%
GT
150
Greenleaf Trust
Michigan
$2.15M +$183K +2,290 +9%
4 5
6
7 8