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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.

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
1
Ameriprise
Minnesota
$92.4M
2
FIG
2
FundX Investment Group
California
$42.2M
3
Wells Fargo
3
Wells Fargo
California
$231M
4
SCM
4
Sandler Capital Management
New York
$26.9M
5
AIA
5
Arrow Investment Advisors
Maryland
$22.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$599M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$82.8M
3
LPL Financial
3
LPL Financial
California
$66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$51M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$599M 7,135,650 -4,639,581 -39%
Morgan Stanley
2
Morgan Stanley
New York
$334M 3,984,846 -71,726 -2%
Wells Fargo
3
Wells Fargo
California
$231M 2,750,414 +399,843 +17%
UBS Group
4
UBS Group
Switzerland
$227M 2,702,349 +152,767 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$183M 2,185,473 -22,742 -1%
RJA
6
Raymond James & Associates
Florida
$179M 2,136,191 +127,895 +6%
SB
7
Suntrust Banks
Georgia
$149M 1,775,029 +28,859 +2%
JIC
8
Joel Isaacson & Co
New York
$144M 1,720,084 +66,231 +4%
Ameriprise
9
Ameriprise
Minnesota
$92.4M 1,130,532 +941,228 +497%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$82.8M 986,086 -2,243,859 -69%
CIA
11
Capital Investment Advisors
Georgia
$66.7M 795,226 +23,222 +3%
LPL Financial
12
LPL Financial
California
$66M 786,166 -881,612 -53%
V
13
Veritable
Delaware
$64.3M 766,647 +15,708 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$58.6M 697,846 +26,921 +4%
DWM
15
Destination Wealth Management
California
$53.3M 635,605 +163,561 +35%
PV
16
Private Vista
Illinois
$51.5M 607,118 +22,511 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$51M 607,184 -304,820 -33%
HNB
18
Huntington National Bank
Ohio
– – – –
GFG
19
Gray Financial Group
Georgia
$45.9M 546,523 -59,305 -10%
FIG
20
FundX Investment Group
California
$42.2M 502,932 +502,932 New
1SB
21
1ST Source Bank
Indiana
$41.6M 495,976 -9,157 -2%
Goldman Sachs
22
Goldman Sachs
New York
$39.2M 467,386 +145,246 +45%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$38.5M 459,013 +242,348 +112%
UCFA
24
United Capital Financial Advisors
Texas
$34.6M 411,993 -18,107 -4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$34.6M 412,285 +39,100 +10%
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