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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

514 hedge funds and large institutions have $4.83B invested in SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.

Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
13.74%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
1.44%
New
43
Increased
187
Reduced
175
Closed
19
Calls
$22.6M
Puts
$16.9M
Net Calls
+$5.77M
Net Calls Change
-$4.76M

Top Buyers

1
State Street
1
State Street
Massachusetts
$176M
2
HNB
2
Huntington National Bank
Ohio
$48.6M
3
HI
3
Horizon Investments
North Carolina
$48.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$76.9M
5
Ameriprise
5
Ameriprise
Minnesota
$123M

Top Sellers

1
RCG
1
Ruggie Capital Group
Florida
$10.6M
2
SCM
2
Sandler Capital Management
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$215M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$12.6M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$618M 7,330,390 +194,740 +3%
Morgan Stanley
2
Morgan Stanley
New York
$338M 4,007,307 +22,461 +0.6%
UBS Group
3
UBS Group
Switzerland
$227M 2,689,814 -12,535 -0.5%
Wells Fargo
4
Wells Fargo
California
$215M 2,545,640 -204,774 -7%
RJA
5
Raymond James & Associates
Florida
$192M 2,278,496 +142,305 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$183M 2,169,773 -15,700 -0.7%
State Street
7
State Street
Massachusetts
$176M 2,086,102 +1,871,567 +872%
SB
8
Suntrust Banks
Georgia
$160M 1,896,067 +121,038 +7%
JIC
9
Joel Isaacson & Co
New York
$148M 1,758,517 +38,433 +2%
Ameriprise
10
Ameriprise
Minnesota
$123M 1,462,382 +331,850 +29%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$86.1M 1,020,531 +34,445 +3%
Goldman Sachs
12
Goldman Sachs
New York
$76.9M 912,011 +444,625 +95%
LPL Financial
13
LPL Financial
California
$72M 867,372 +81,206 +10%
CIA
14
Capital Investment Advisors
Georgia
$70.4M 834,204 +38,978 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$64.7M 767,254 +160,070 +26%
V
16
Veritable
Delaware
$63.9M 757,265 -9,382 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$60.3M 714,996 +17,150 +2%
DWM
18
Destination Wealth Management
California
$53.8M 638,091 +2,486 +0.4%
PV
19
Private Vista
Illinois
$49.3M 615,252 +8,134 +1%
HNB
20
Huntington National Bank
Ohio
$48.6M 31,023 +31,023 New
HI
21
Horizon Investments
North Carolina
$48.2M 571,450 +571,450 New
GFG
22
Gray Financial Group
Georgia
$46.1M 546,523 – –
FIG
23
FundX Investment Group
California
$42.3M 501,732 -1,200 -0.2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$40.2M 477,121 +18,108 +4%
1SB
25
1ST Source Bank
Indiana
$39.7M 471,065 -24,911 -5%
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