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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$92.4M
2
FIG
2
FundX Investment Group
California
$42.2M
3
Wells Fargo
3
Wells Fargo
California
$231M
4
SCM
4
Sandler Capital Management
New York
$26.9M
5
AIA
5
Arrow Investment Advisors
Maryland
$22.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$599M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
3
LPL Financial
California
$66M
4
HNB
4
Huntington National Bank
Ohio
$48M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$51M
Name Market Value Shares Shares
Change 		Shares
Change %
IH
151
IFC Holdings
Florida
$2.61M 31,021 +27,492 +779%
VWM
152
Venturi Wealth Management
Texas
$2.58M 30,750 +12,950 +73%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$2.58M 30,688 +4,016 +15%
FBNAT
154
FirstMerit Bank N.A. Trustee
Ohio
$2.56M 30,448 -2,140 -7%
TCOV
155
Trust Company of Vermont
Vermont
$2.54M 30,294 -113 -0.4%
CIC
156
Carnegie Investment Counsel
Ohio
$2.51M 29,137 +1,105 +4%
HCM
157
Hollencrest Capital Management
California
$2.47M 29,433 +75 +0.3%
IWA
158
Intercontinental Wealth Advisors
Texas
$2.46M 29,357 +495 +2%
PAS
159
Partnervest Advisory Services
California
$2.46M 29,340 +647 +2%
CWM
160
Concert Wealth Management
California
$2.46M 29,250 +3,283 +13%
VFS
161
VSR Financial Services
Kansas
$2.43M 28,969 -4,679 -14%
OC
162
Oppenheimer & Co
New York
$2.38M 28,300 +37 +0.1%
GT
163
Greenleaf Trust
Michigan
$2.37M 28,289 +1,415 +5%
LWM
164
Lenox Wealth Management
Ohio
$2.37M 28,185 -2,037 -7%
SHCM
165
Stokes & Hubbell Capital Management
Louisiana
$2.31M 27,513 +4,609 +20%
HCA
166
Harbour Capital Advisors
Virginia
$2.27M 27,005 +75 +0.3%
BAM
167
Baring Asset Management
United Kingdom
$2.24M 27,181 -1,756 -6%
CCG
168
Cypress Capital Group
Florida
$2.22M 26,455 +3,000 +13%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$2.19M 26,127 +82 +0.3%
AW
170
ACG Wealth
Georgia
$2.16M 25,694 -903 -3%
BAC
171
Boys Arnold & Co
North Carolina
$2.15M 25,642 +6,437 +34%
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$2.14M 25,454 -3,515 -12%
QIM
173
Quest Investment Management
Oregon
$2.14M 25,465 -1,754 -6%
BWM
174
Baystate Wealth Management
Massachusetts
$2.05M 24,370 +4,944 +25%
DMC
175
Drexel Morgan & Co
Pennsylvania
$1.93M 23,033 +625 +3%
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