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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 %
PMFA
201
Plante Moran Financial Advisors
Michigan
$1.75M +$201K +2,347 +13%
CWM
202
Concert Wealth Management
California
$1.71M -$374K -4,349 -18%
BSW
203
Buckingham Strategic Wealth
Missouri
$1.64M +$1.43M +16,698 +664%
APP
204
Avantax Planning Partners
Iowa
$1.64M +$1.64M +19,205 New
BFC
205
Blue Fin Capital
Rhode Island
$1.59M +$165K +1,925 +12%
EFS
206
Essex Financial Services
Connecticut
$1.59M -$104K -1,212 -6%
FPA
207
Fieldpoint Private Advisors
New York
$1.58M – – –
DBIA
208
Dumont & Blake Investment Advisors
New Jersey
$1.56M +$5.13K +60 +0.3%
LP
209
LGL Partners
Pennsylvania
$1.55M +$516K +6,030 +50%
FAG
210
Financial Advisory Group
Texas
$1.55M -$165K -1,930 -10%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$1.55M +18,066 New
WIC
212
Woodmont Investment Counsel
Tennessee
$1.53M – – –
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$1.52M +$1.46M +17,090 +2,637%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$1.52M +$248K +2,899 +20%
MHS
215
M Holdings Securities
Oregon
$1.49M +$44.6K +521 +3%
LIA
216
LS Investment Advisors
Michigan
$1.47M – – –
TFCP
217
Twin Focus Capital Partners
Massachusetts
$1.47M +$8.9K +104 +0.6%
AW
218
ACG Wealth
Georgia
$1.44M +$205K +2,397 +17%
FA
219
FCG Advisors
New Jersey
$1.43M -$192K -2,248 -12%
SPL
220
Smart Portfolios LLC
Washington
$1.4M +$1.4M +16,399 New
PVH
221
Psagot Value Holdings
Israel
$1.36M – – –
LWAC
222
Laurel Wealth Advisors (California)
California
$1.36M +$11K +129 +0.8%
MSAM
223
Moloney Securities Asset Management
Missouri
$1.36M +$1.36M +15,905 New
HR
224
Howe & Rusling
New York
$1.35M +$12.1K +141 +0.9%
Brown Advisory
225
Brown Advisory
Maryland
$1.35M -$321K -3,751 -19%
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