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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.

New
Increased
Maintained
Reduced
Closed
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
Sage Advisory Services
Texas
$52.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$231M
3
Ameriprise
Ameriprise
Minnesota
$156M
4
Morgan Stanley
Morgan Stanley
New York
$371M
5
RJA
Raymond James & Associates
Florida
$222M

Top Sellers

1
State Street
State Street
Massachusetts
$85.4M
2
HI
Horizon Investments
North Carolina
$0
3
BMM
Berkshire Money Management
Massachusetts
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$16M
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Alexandria Capital
Virginia
$4.7M -$125K -1,462 -3%
IA
127
IFP Advisors
Florida
$4.63M +$1.96M +22,875 +73%
DG
128
Davidson & Garrard
Virginia
$4.48M -$191K -2,233 -4%
CI
129
Conning Inc
Connecticut
$4.45M +$25.7K +300 +0.6%
DW
130
Domani Wealth
Pennsylvania
$4.45M -$977K -11,425 -18%
OAM
131
Occidental Asset Management
California
$4.42M +$766K +8,950 +21%
VSWA
132
Vontobel Swiss Wealth Advisors
Switzerland
$4.38M -$45.5K -532 -1%
FAAS
133
First Allied Advisory Services
California
$4.16M -$493K -5,767 -11%
US Bancorp
134
US Bancorp
Minnesota
$4.14M +$42.5K +497 +1%
FHA
135
Flagship Harbor Advisors
Massachusetts
$4.06M +$4.06M +47,316 New
HCM
136
Hollencrest Capital Management
California
$4.05M +$730K +8,532 +22%
FHA
137
First Horizon Advisors
Tennessee
$3.98M – – –
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$3.8M +$3.8M +44,455 New
SHWM
139
Smith & Howard Wealth Management
Georgia
$3.62M -$252K -2,947 -7%
PC
140
Premise Capital
Illinois
$3.59M +$151K +1,769 +4%
BAAM
141
Baker Avenue Asset Management
California
$3.58M +$8.56K +100 +0.2%
MBTD
142
Mechanics Bank - Trust Department
California
$3.46M -$47.1K -551 -1%
BWFA
143
Baltimore-Washington Financial Advisors
Maryland
$3.41M +$2.95M +34,510 +646%
NDSI
144
Newman Dignan & Sheerar Inc
Rhode Island
$3.41M -$109K -1,275 -3%
CA
145
Cetera Advisors
Colorado
$3.41M +$231K +2,691 +7%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$3.4M -$21.4K -250 -0.6%
CWM
147
Connecticut Wealth Management
Connecticut
$3.34M -$200K -2,332 -6%
VFA
148
Voya Financial Advisors
Connecticut
$3.29M +$1.94M +22,631 +144%
WB
149
WesBanco Bank
West Virginia
$3.27M +$34.4K +402 +1%
HWP
150
Hefty Wealth Partners
Indiana
$3.27M +$104K +1,210 +3%
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