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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$599M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
LPL Financial
California
$66M
4
HNB
Huntington National Bank
Ohio
$48M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
176
Asset Management Group
Connecticut
$1.93M +$72.3K +862 +4%
FAG
177
Financial Advisory Group
Texas
$1.92M -$68.4K -815 -3%
CB
178
Chemical Bank
Michigan
$1.92M -$187K -2,228 -9%
RDM
179
Retirement Design & Management
Connecticut
$1.87M -$22.7K -271 -1%
FNBT
180
FineMark National Bank & Trust
Florida
$1.83M +$27.7K +330 +2%
SPC
181
Sigma Planning Corp
Michigan
$1.82M +$1.04M +12,352 +132%
HWP
182
Hefty Wealth Partners
Indiana
$1.71M +$28.3K +337 +2%
AA
183
Advisory Alpha
Michigan
$1.68M +$138K +1,649 +9%
HFA
184
High Falls Advisors
New York
$1.68M -$14.3K -195 -0.8%
HB
185
Homrich & Berg
Georgia
$1.67M -$59.4K -707 -3%
EFS
186
Essex Financial Services
Connecticut
$1.66M +$105K +1,245 +7%
UB
187
UMB Bank
Missouri
$1.66M +$166K +1,975 +11%
Brown Advisory
188
Brown Advisory
Maryland
$1.58M +$293K +3,486 +23%
FPA
189
Fieldpoint Private Advisors
New York
$1.55M – – –
DBIA
190
Dumont & Blake Investment Advisors
New Jersey
$1.54M -$31K -370 -2%
ICAS
191
Investors Capital Advisory Services
Massachusetts
$1.52M +$126K +1,503 +9%
WIC
192
Woodmont Investment Counsel
Tennessee
$1.52M +$187K +2,230 +14%
PMFA
193
Plante Moran Financial Advisors
Michigan
$1.51M +$497K +5,917 +49%
AIM
194
Aspen Investment Management
Michigan
$1.47M +$1.47M +17,557 New
MHS
195
M Holdings Securities
Oregon
$1.44M -$2.69K -32 -0.2%
FA
196
FDx Advisors
Illinois
$1.43M +$262K +3,121 +22%
TFCP
197
Twin Focus Capital Partners
Massachusetts
$1.42M -$12.3K -146 -0.9%
LIA
198
LS Investment Advisors
Michigan
$1.41M – – –
BFC
199
Blue Fin Capital
Rhode Island
$1.39M -$3.78K -45 -0.3%
PFS
200
Prospera Financial Services
Texas
$1.36M +$128K +1,530 +10%
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