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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.

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
1
Sage Advisory Services
Texas
$52.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$231M
3
Ameriprise
3
Ameriprise
Minnesota
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$371M
5
RJA
5
Raymond James & Associates
Florida
$222M

Top Sellers

1
State Street
1
State Street
Massachusetts
$85.4M
2
HI
2
Horizon Investments
North Carolina
$0
3
BMM
3
Berkshire Money Management
Massachusetts
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$16M
5
AIA
5
Arrow Investment Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$608M 7,104,581 -225,809 -3%
Morgan Stanley
2
Morgan Stanley
New York
$371M 4,333,898 +326,591 +8%
Wells Fargo
3
Wells Fargo
California
$243M 2,841,355 +295,715 +12%
UBS Group
4
UBS Group
Switzerland
$231M 2,704,466 +14,652 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$231M 2,700,243 +530,470 +24%
RJA
6
Raymond James & Associates
Florida
$222M 2,595,067 +316,571 +14%
SB
7
Suntrust Banks
Georgia
$168M 1,966,037 +69,970 +4%
Ameriprise
8
Ameriprise
Minnesota
$156M 1,828,767 +366,385 +25%
JIC
9
Joel Isaacson & Co
New York
$153M 1,791,187 +32,670 +2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$86.5M 1,010,774 -9,757 -1%
State Street
11
State Street
Massachusetts
$85.4M 997,981 -1,088,121 -52%
LPL Financial
12
LPL Financial
California
$82.3M 958,850 +91,478 +11%
Goldman Sachs
13
Goldman Sachs
New York
$76.3M 892,311 -19,700 -2%
CIA
14
Capital Investment Advisors
Georgia
$74.4M 869,329 +35,125 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$67.6M 789,520 +22,266 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$66M 770,939 +55,943 +8%
V
17
Veritable
Delaware
$63.2M 738,716 -18,549 -2%
DWM
18
Destination Wealth Management
California
$54.2M 633,782 -4,309 -0.7%
SAS
19
Sage Advisory Services
Texas
$52.8M 617,715 +617,715 New
HNB
20
Huntington National Bank
Ohio
$48.7M 29,153 -1,870 -6%
GFG
21
Gray Financial Group
Georgia
$46.8M 546,523 – –
PV
22
Private Vista
Illinois
$45.8M 531,689 -83,563 -14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$40.8M 477,411 +290 +0.1%
FIG
24
FundX Investment Group
California
$40M 467,584 -34,148 -7%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$39.9M 466,012 +70,357 +18%
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