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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 %
RBC
151
Roble Belko & Company
Pennsylvania
$3.21M -$230K -2,689 -7%
APSP
152
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.19M -$171K -1,995 -5%
AMM
153
American Money Management
California
$3.09M -$73.4K -858 -2%
SF
154
Synovus Financial
Georgia
$3.08M -$234K -2,739 -7%
IH
155
IFC Holdings
Florida
$2.95M +$109K +1,270 +4%
IP
156
Investment Partners
Ohio
$2.88M -$424K -4,951 -13%
BHTS
157
Bar Harbor Trust Services
Maine
$2.85M -$600K -7,008 -17%
PBO
158
Peoples Bank (Ohio)
Ohio
$2.8M -$78.6K -919 -3%
AWS
159
AJ Wealth Strategies
New York
$2.79M +$2.79M +32,620 New
MA
160
Montag & Associates
Georgia
$2.75M -$42.9K -501 -2%
SHCM
161
Stokes & Hubbell Capital Management
Louisiana
$2.7M +$282K +3,293 +12%
CT
162
Coastline Trust
Rhode Island
$2.68M -$98.4K -1,150 -4%
OBWP
163
O'Brien Wealth Partners
Massachusetts
$2.65M -$1.69M -19,770 -39%
QIM
164
Quest Investment Management
Oregon
$2.62M +$358K +4,188 +16%
TCOV
165
Trust Company of Vermont
Vermont
$2.6M +$4.88K +57 +0.2%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$2.58M -$129K -1,506 -5%
GT
167
Greenleaf Trust
Michigan
$2.56M +$196K +2,287 +8%
LIM
168
Loudon Investment Management
New Hampshire
$2.47M +$1.2M +13,975 +94%
BTS
169
BB&T Securities
Virginia
$2.47M – – –
CIC
170
Carnegie Investment Counsel
Ohio
$2.42M +$32K +371 +1%
LMIM
171
Lockheed Martin Investment Management
Maryland
$2.41M -$3.07M -35,852 -56%
OC
172
Oppenheimer & Co
New York
$2.34M -$337K -3,942 -13%
IWA
173
Intercontinental Wealth Advisors
Texas
$2.33M -$32.5K -380 -1%
LWM
174
Lenox Wealth Management
Ohio
$2.33M -$80.9K -945 -3%
BAM
175
Bruderman Asset Management
New York
$2.32M -$211K -2,463 -8%
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