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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 %
OC
151
Oppenheimer & Co
New York
$2.64M +$256K +3,036 +11%
IA
152
IFP Advisors
Florida
$2.63M -$21.3K -253 -0.8%
TCOV
153
Trust Company of Vermont
Vermont
$2.56M +$5.32K +63 +0.2%
BAM
154
Bruderman Asset Management
New York
$2.5M -$165K -1,951 -6%
BTS
155
BB&T Securities
Virginia
$2.47M +$1.11M +13,162 +82%
SHCM
156
Stokes & Hubbell Capital Management
Louisiana
$2.38M +$61K +723 +3%
LWM
157
Lenox Wealth Management
Ohio
$2.37M – – –
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$2.35M +$2.35M +27,850 New
IWA
159
Intercontinental Wealth Advisors
Texas
$2.33M -$144K -1,703 -6%
GT
160
Greenleaf Trust
Michigan
$2.33M -$59.9K -710 -3%
CIC
161
Carnegie Investment Counsel
Ohio
$2.27M -$122K -1,494 -5%
BFEC
162
Benjamin F. Edwards & Company
Missouri
$2.25M +$45.6K +541 +2%
QIM
163
Quest Investment Management
Oregon
$2.23M +$78.9K +935 +4%
SI
164
SII Investments
Wisconsin
$2.22M -$579K -6,871 -21%
CCG
165
Cypress Capital Group
Florida
$2.17M -$63.3K -750 -3%
SG Americas Securities
166
SG Americas Securities
New York
$2.16M -$503K -5,958 -19%
GA
167
Geneva Advisors
Illinois
$2.15M +$2.15M +25,486 New
BAC
168
Boys Arnold & Co
North Carolina
$2.13M -$29.4K -348 -1%
AMG
169
Asset Management Group
Connecticut
$2.06M +$116K +1,377 +6%
PAS
170
Partnervest Advisory Services
California
$2.05M -$426K -5,045 -17%
CWM
171
Concert Wealth Management
California
$2.04M -$422K -5,017 -17%
BAM
172
Baring Asset Management
United Kingdom
$2.02M -$256K -3,050 -11%
CCM
173
Compton Capital Management
Rhode Island
$1.98M +$977K +11,616 +97%
BWM
174
Baystate Wealth Management
Massachusetts
$1.96M -$98.8K -1,171 -5%
SPC
175
Sigma Planning Corp
Michigan
$1.94M +$110K +1,304 +6%
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