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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.

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

Top Sellers

1
RCG
Ruggie Capital Group
Florida
$10.6M
2
SCM
Sandler Capital Management
New York
$0
3
Wells Fargo
Wells Fargo
California
$215M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
126
Smith & Howard Wealth Management
Georgia
$3.82M +$26.1K +309 +0.7%
OAM
127
Occidental Asset Management
California
$3.6M +$309K +3,659 +9%
BAAM
128
Baker Avenue Asset Management
California
$3.52M +$174K +2,058 +5%
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$3.47M +$41.8K +496 +1%
MBTD
130
Mechanics Bank - Trust Department
California
$3.45M +$3.45M +40,947 New
CWM
131
Connecticut Wealth Management
Connecticut
$3.42M +$3.42M +41,240 New
BHTS
132
Bar Harbor Trust Services
Maine
$3.4M -$922K -10,931 -21%
RBC
133
Roble Belko & Company
Pennsylvania
$3.39M -$2.68M -31,781 -44%
PC
134
Premise Capital
Illinois
$3.39M +$185K +2,194 +6%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$3.38M +$432K +5,118 +15%
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.31M -$2.36K -28 -0.1%
HCM
137
Hollencrest Capital Management
California
$3.27M +$788K +9,338 +32%
SF
138
Synovus Financial
Georgia
$3.27M -$186K -2,200 -5%
IP
139
Investment Partners
Ohio
$3.26M +$463K +5,493 +17%
WB
140
WesBanco Bank
West Virginia
$3.19M -$563K -6,673 -15%
CA
141
Cetera Advisors
Colorado
$3.14M -$616K -7,282 -16%
AMM
142
American Money Management
California
$3.12M -$799K -9,465 -20%
HWP
143
Hefty Wealth Partners
Indiana
$3.12M +$1.4M +16,623 +82%
1832 Asset Management
144
1832 Asset Management
Ontario, Canada
$2.96M +$808K +9,572 +38%
PBO
145
Peoples Bank (Ohio)
Ohio
$2.83M -$95.2K -1,128 -3%
IH
146
IFC Holdings
Florida
$2.8M +$183K +2,171 +7%
UB
147
UMB Bank
Missouri
$2.79M +$1.13M +13,361 +68%
MA
148
Montag & Associates
Georgia
$2.76M -$66.7K -791 -2%
CT
149
Coastline Trust
Rhode Island
$2.73M -$62.8K -745 -2%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$2.67M +$80.1K +950 +3%
4 5
6
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