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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

478 hedge funds and large institutions have $4.63B invested in SPDR S&P Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+14
Holders Change %
+3.02%
% of All Funds
12.76%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
1.31%
New
45
Increased
171
Reduced
169
Closed
27
Calls
$25.3M
Puts
$10.9M
Net Calls
+$14.4M
Net Calls Change
+$2.57M

Top Buyers

1
GFG
Gray Financial Group
Georgia
$48.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$72.9M
3
Morgan Stanley
Morgan Stanley
New York
$324M
4
BCM
Brookstone Capital Management
Illinois
$15.3M
5
RCG
Ruggie Capital Group
Florida
$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$941M
2
Wells Fargo
Wells Fargo
California
$188M
3
HNB
Huntington National Bank
Ohio
$42.5M
4
UBS Group
UBS Group
Switzerland
$204M
5
AWE
Avidian Wealth Enterprises
Texas
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Advisory Alpha
Michigan
$1.47M +$661K +8,277 +82%
VWM
177
Venturi Wealth Management
Texas
$1.42M +$1.42M +17,800 New
UB
178
UMB Bank
Missouri
$1.42M +$500K +6,253 +54%
MHS
179
M Holdings Securities
Oregon
$1.38M +$59K +738 +4%
BCM
180
Barometer Capital Management
Ontario, Canada
$1.37M +$1.37M +17,100 New
TFCP
181
Twin Focus Capital Partners
Massachusetts
$1.36M +$12.3K +154 +0.9%
LIA
182
LS Investment Advisors
Michigan
$1.34M -$51.8K -648 -4%
ICAS
183
Investors Capital Advisory Services
Massachusetts
$1.33M +$7.35K +92 +0.6%
BFC
184
Blue Fin Capital
Rhode Island
$1.33M -$138K -1,729 -9%
PVH
185
Psagot Value Holdings
Israel
$1.27M – – –
WIC
186
Woodmont Investment Counsel
Tennessee
$1.27M +$276K +3,450 +28%
LWAC
187
Laurel Wealth Advisors (California)
California
$1.27M – – –
NFG
188
Nadler Financial Group
Illinois
$1.26M -$249K -3,109 -17%
TSWM
189
Triangle Securities Wealth Management
North Carolina
$1.26M +$1.26M +15,698 New
Lido Advisors
190
Lido Advisors
California
$1.25M +$1.25M +15,602 New
Brown Advisory
191
Brown Advisory
Maryland
$1.23M +$67.9K +850 +6%
IA
192
IFP Advisors
Florida
$1.2M -$1.4M -14,106 -54%
FWCM
193
Ferguson Wellman Capital Management
Oregon
$1.19M -$20.8K -260 -2%
VFA
194
Voya Financial Advisors
Connecticut
$1.18M -$1.05M -13,157 -47%
PFS
195
Prospera Financial Services
Texas
$1.17M +$444K +5,554 +61%
HPBT
196
High Point Bank & Trust
North Carolina
$1.17M +$15.4K +193 +1%
EDRH
197
Edmond de Rothschild Holding
Switzerland
$1.14M -$199K -2,495 -15%
EDRS
198
Edmond de Rothschild (Suisse)
Switzerland
$1.14M -$199K -2,495 -15%
BJL
199
Brighton Jones LLC
Washington
$1.14M +$1.14M +14,273 New
FA
200
FCG Advisors
New Jersey
$1.13M -$232K -2,906 -17%
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