ORI GIN AL PA PER

Geographical variation in sperm morphologyin the red-winged blackbird (Agelaius phoeniceus)

Stefan Lupold • David F. Westneat • Tim R. Birkhead

Received: 15 December 2009 / Accepted: 12 July 2010 / Published online: 23 July 2010� Springer Science+Business Media B.V. 2010

Abstract Many species differ genetically, physiologically, and morphologically between

geographically distinct populations, typically in response to variation in ecological and

climatic variables. Little is known, however, about geographical variation in sperm mor-

phology. Sperm morphology is under strong sexual selection, has been shown to evolve

rapidly, and often co-varies with other reproductive traits (e.g., testis size or mating sys-

tem) that differ between populations in some species. The aim of this study was to establish

whether sperm morphology varies between populations of the red-winged blackbird

(Agelaius phoeniceus), a species with an enormous breeding range and marked inter-

population variation in both body size and mating system. We found (1) highly significant

variation in sperm morphology among study sites, (2) a gradual increase in sperm length

from the southwest to the northeast of the breeding range, and (3) a strong negative

association between sperm length and body size. However, the relationship with the mating

system remains unclear. Several hypotheses to explain these patterns are proposed.

Keywords Inter-population variation � Mating system � Sperm length �Body size � Icteridae

Electronic supplementary material The online version of this article (doi:10.1007/s10682-010-9410-5)contains supplementary material, which is available to authorized users.

S. Lupold (&) � T. R. BirkheadDepartment of Animal and Plant Sciences, University of Sheffield, Western Bank, Sheffield S10 2TN,UKe-mail: sluepold@gmail.com

Present Address:S. LupoldDepartment of Biology, Syracuse University, Life Sciences Complex, 107 College Place,Syracuse, NY 13244-1270, USA

D. F. WestneatDepartment of Biology, University of Kentucky, 101 Morgan Building, Lexington,KY 40506, USA

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Evol Ecol (2011) 25:373–390DOI 10.1007/s10682-010-9410-5

Introduction

Many widely distributed species show genetic, physiological, and morphological variation

across their geographical range, including growth rate or age and size at maturity (e.g.,

Bergmann 1847; James 1970; Gould and Johnston 1972; Atkinson and Sibly 1997;

Blanckenhorn and Demont 2004). Variation in body size often also influences other traits,

such as number and size of offspring (Roff 1992; Stearns 1992; Kiefer et al. 2008). Sexual

traits may also vary between populations, including bird song (e.g., Podos and Warren

2007), sexual ornaments (e.g., Hill 1994; Møller 1995), testis size (Pitcher and Stutchbury

1998; Dziminski et al. 2010), and genital morphology (e.g., Holwell 2008).

Some of this spatial variation in reproductive traits is likely attributable to differences in

habitat resources, which may determine the abundance and distribution of sexual partners,

thereby resulting in variation of the mating system and the strength of sexual selection

between populations (Emlen and Oring 1977). An additional factor likely to explain

geographical variation is the duration of the breeding season, which is shorter at high than

at low latitudes and may result in considerable variation in breeding synchrony, number of

offspring per clutch, or the number of broods per year (e.g., Lack 1947; Murton and

Westwood 1977; Weatherhead 1979; Stutchbury and Morton 1995). The generally high

breeding synchrony at high latitudes, combined with the production of typically only a

single brood per year, might increase male-male competition for paternity, resulting in

more intense sperm competition than at low latitudes (Stutchbury and Morton 1995;

Spottiswoode and Møller 2004; Macedo et al. 2008), although breeding synchrony may

also reduce the opportunity for sperm competition by temporal segregation of male mate

guarding and extra-pair copulation activity (e.g., Birkhead and Biggins 1987). Nonetheless,

if there is latitudinal variation in the level of sperm competition, reproductive traits that are

influenced by sperm competition are likely to exhibit latitudinal clines, as has been

reported for testis size in some bird species (Pitcher and Stutchbury 1998).

Despite intense interest in evolutionary diversification of sperm morphology and the

relationship between variation in sperm form and reproductive success, information on

geographical variation in sperm morphology is very limited. Sperm evolve rapidly and

exhibit a tremendous diversity in size and shape both between and within taxa (reviewed

by Pitnick et al. 2009). Within species, sperm morphology is thought to be maintained by

stabilizing selection (Parker 1993; Morrow and Gage 2001b; Calhim et al. 2007), but it can

respond to directional selection, including selection pressure from the female reproductive

tract (e.g., Woolley 1971; Morrow and Gage 2001a; Miller and Pitnick 2002). Hence, if

spatially segregated populations vary in the strength or form of selection, sperm might be

selected towards different optima across populations. Similarly, sperm length is positively

associated with the rate of extra-pair paternity (Briskie et al. 1997) or relative testis size in

various taxa (Gage 1994; Balshine et al. 2001; Byrne et al. 2003; Lupold et al. 2009b)

and, at least in passerine birds, also with the sperm-producing structures within the

testes (Lupold et al. 2009c) and the size of female sperm-storage tubules (Briskie and

Montgomerie 1992). Therefore, latitudinal gradients in testis size and structures may show

concomitant variation in sperm morphology. Despite these possible reasons for

geographical variation in sperm morphology, the topic remains poorly studied.

The potential for (large-scale) geographical variation in sperm morphology is indicated

by significant differences in sperm traits between geographically distinct populations in

several taxa, including flies (Snook 2001; Pitnick et al. 2003; but see Hosken et al. 2003),

sea urchins (Manier and Palumbi 2008), snails (Minoretti and Baur 2006), fish (Elgee et al.

2010), and frogs (Kuramoto 1996; Hettyey and Roberts 2006). However, most of these

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studies examined only two to four populations per species, sample sizes that render it

difficult to investigate general geographical patterns across the species’ range. Probably the

most detailed study to date is Snook’s (2001) on Drosophila subobscura, in which the

inter-population variation in sperm morphology was considerable, but not gradual along

the examined latitudinal transect, in contrast to the strong latitudinal clines in body size and

chromosomal polymorphism in this species (Prevosti et al. 1990; Huey et al. 2000). In

another study, yellow dung flies (Scathophaga stercoraria) were raised at different ambient

temperatures to simulate latitudinal variation experimentally, and their sperm length

increased with temperature and may thus also decrease with latitude (Blanckenhorn and

Hellriegel 2002). This result contrasts somewhat with the lack of significant differences in

sperm length in the same species among natural populations between Iceland, the United

Kingdom, and Switzerland (Hosken et al. 2003). Hence, we still know little about the

potential factors driving inter-population diversity in sperm morphology, and further

detailed and large-scale studies are needed.

An ideal study species in which to investigate inter-population variation in sperm

morphology is the red-winged blackbird (Agelaius phoeniceus), one of the most abundant

and widespread bird species in North America, ranging from the east to the west coast and

from Alaska to Costa Rica (Jaramillo and Burke 1999). The populations of A. phoeniceushave been classified into 23 subspecies based on morphological measurements and

plumage coloration (Blake 1968; but see Van Rossem 1926; Power 1970), although the

status of some of these subspecies is under debate (Garrido and Kirkconnell 1996;

Jaramillo and Burke 1999). In contrast to the pronounced geographical variation in body

morphology, there is relatively little genetic diversity among populations, based on

mitochondrial DNA (Ball et al. 1988), allozymes (Gavin et al. 1991) or microsatellites

(Williams et al. 2004). This may be due to relatively recent expansion from a common

source, or because the dispersal of a few males not returning to their previous breeding site

maintains sufficient gene flow between populations to limit genetic differentiation

(Dolbeer 1978; Ball et al. 1988; Moore and Dolbeer 1989). The incongruity between

genetics and morphology suggests that the morphological differences are probably driven

by environmental variation, an idea supported by transplant experiments, in which eggs

were transferred between distant populations and the size of body parts of nestlings

consistently shifted towards that of the foster populations (James 1983).

Red-winged blackbirds also differ markedly in behavior across populations. For

example, reported mean percentages of extra-pair paternity (EPP) across four distant

populations differ significantly with a range of 24–40% (Gibbs et al. 1990; Westneat

1993a; Weatherhead and Boag 1995; Gray 1996; Westneat and Mays 2005). Among the

same populations, breeding density also varies greatly, resulting in mean distances between

territorial males of 12–75 m and explaining a large proportion of the variation in EPP

(Westneat and Sherman 1997). As a result, populations are expected to differ in the level of

sperm competition. Finally, inter-population differences also exist in the degree of

polygyny, with typically 1–4 females per male among eastern populations (Westneat

1993a; Weatherhead 1995; Prather and Cruz 2006), but 4–6 and up to 20 females per male

in some western populations (Beletsky 1996; Gray 1997b). Since males copulate fre-

quently with each social partner (Westneat 1993b; Westneat et al. 1998), large harems can

apparently result in temporary sperm depletion of territorial males, whereas this risk may

be lower for small harems (Gray 1997a, b). Consequently, the combination of high

polygyny and sperm competition is expected to exert stronger selection on male ejaculate

production and composition compared to situations where both parameters are relatively

low, thus potentially resulting in differential evolution of sperm morphology between

Evol Ecol (2011) 25:373–390 375

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populations. In fact, two studies indicate that sperm morphology varies across redwing

populations (McFarlane 1963; Allen et al. 1967), but the small sample sizes of 1–4 males

from each of four populations preclude conclusions on general geographical variation.

The aim of the present study was to examine sperm morphology across the distribution

of the red-winged blackbird to test three predictions: (1) sperm morphology varies across

populations, (2) sperm morphology exhibits a latitudinal or longitudinal gradient, and

(3) this variation is associated with the geographical variation in male and female body

size. Such an association with body size could be the result of (1) genetic covariation, (2) a

dilution effect (i.e., size-dependent risk of dilution or loss of sperm in the female repro-

ductive tract; Short 1981; Cummins and Woodall 1985), (3) effects of a size-dependent

metabolic rate on the spermatogenic rate (Parapanov et al. 2008; Ramm and Stockley

2010), or (4) associations between pre- and post-copulatory sexual selection, such as size-

dependent mate acquisition success (e.g., Webster 1992; Weatherhead and Boag 1995) and

investments in sperm competitiveness (e.g., sperm velocity increasing with sperm length;

Gomendio and Roldan 2008; Fitzpatrick et al. 2009; Lupold et al. 2009a) or sperm

numbers (associated with a trade-off between sperm size and number; Parker 1993).

Material and methods

Sample collection and sperm measurements

We analyzed the sperm of 459 male red-winged blackbirds from 17 locations throughout

the continental United States (study locations in Fig. 1 and online Supplementary Table

S1), collected by four different methods: (1) by cloacal massage (Burrows and Quinn 1937;

Samour et al. 1986), (2) from natural ejaculations onto the false cloaca of model females

(Pellatt and Birkhead 1994; Westneat et al. 1998), (3) from fecal samples (Immler and

Birkhead 2005), or (4) by dissecting the distal end of the seminal glomera (i.e., sperm-

storage organ at the end of the deferent duct) in birds that were culled for other research or

management programs. Sperm collected through these different techniques do not differ in

morphological measurements (Immler and Birkhead 2005; Lupold, pers. obs.). All samples

were fixed in 5% buffered formalin solution.

120 110 100 90 80 7025

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45

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6

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8

9

10

11

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13

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Longitude [°W]

]N°[

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ut itaL

500 km

Fig. 1 Map of the United States with the locations of sample collection. 1 Whidbey Island, WA; 2 LosBanos, CA; 3 Goleta Sanitary District, CA; 4 Alpaugh, CA; 5 Columbia NWR, WA; 6 Malheur NWR, OR;7 Kern River Preserve, CA; 8 Fort Collins, CO; 9 Bismarck, ND; 10 Quivira NWR, KS; 11 Eagle Lake, TX;12 Portageville, MO; 13 Beloit, WI; 14 Drakesboro, KY; 15 Hickory Corners, MI; 16 Fort Myers, FL; 17Ithaca, NY. For further details on each location, see online Supplementary Table S1

376 Evol Ecol (2011) 25:373–390

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For each sperm sample, we captured digital images of 5–10 morphologically normal

and undamaged sperm cells at a magnification of 9250, using a Spot Insight QE camera

(Diagnostic Instruments, Inc., Sterling Heights, MI) mounted onto a Leitz Laborlux S

microscope (Vila Nova de Famalicao, Portugal). Five to ten sperm per sample appeared

adequate for our inter-population comparisons because the intra-sample coefficients of

variation were low for all sperm traits (\3.2%) except head length (\8.9%). Moreover,

among 10 randomly selected males of a single population for which we measured 50 sperm

each, 5 sperm explained [95% of the variation obtained from 50 sperm ([85% for head

length). Using computer-assisted image analysis, we measured the following traits of each

sperm cell to the nearest 0.1 lm: (1) head length, (2) straight midpiece length (see

Birkhead et al. 2005), (3) flagellum length, and (4) total sperm length. All these measures

are summarized in the online Supplementary Table S2.

Analyses of geographical variation

To analyze spatial variation in sperm morphology, we used longitude and latitude of all

locations (to the nearest 0.1 degree) and constructed distance matrices for the 17 geo-

graphical locations and for mean length (per location) of each sperm trait. Accounting for

the curvature of the earth (following Banerjee et al. 2004), the pairwise geographical

distances among the 17 study sites ranged from 110 to 4,032 km (mean ± SE =

1,901 ± 85 km; N = 136 pairwise combinations), and each site was a minimum of 110 to

1,263 km (471 ± 79 km) away from any other. We performed Mantel tests (Mantel 1967)

with 10,000 permutations to establish whether the difference in sperm morphology

between locations increases with their geographical distance. For traits that were signifi-

cantly correlated with geographical distance we calculated autocorrelation coefficients,

Moran’s I values (Moran 1950), for each of five distance classes with proportional numbers

of pairs (N = 26–28) to characterize the amount of spatial autocorrelation among sites. We

calculated Moran’s I values using PASSaGE (Rosenberg 2001; www.passagesoftware.net),

with an inverse distance weight matrix and testing for statistical significance against a

random distribution. We used the changes of Moran’s I across distance classes (i.e. spatial

correlogram) to infer spatial structures as described by Legendre and Fortin (1989) and

assessed local significance of Moran’s I only if correlograms were globally significant after

Bonferroni correction for multiple tests (Legendre and Fortin 1989). We also tested the

presence of anisotropy with an angular correlation and determined the direction of the

maximal gradient (Simon 1997).

Sperm morphology and mating system

We tested whether a link exists between sperm morphology and mating system. We had

breeding data from six locations, including levels of polygyny (6 sites), nearest-neighbor

distance (5 sites) and EPP (4 sites; online Supplementary Table S3). These sample sizes do

not permit powerful statistical tests; yet, a consistent pattern among all three parameters

could provide some information on potential links. For example, copulation frequency is

predicted to increase with the rate of EPP and the level of polygyny resulting from

increased numbers of copulations with each female and a greater number of females to

inseminate, but also with the breeding density due to an increasing risk of EPP (see

Introduction). Males exposed to high levels of EPP may additionally transfer more sperm

per insemination to maximize their fertilizing success (e.g., Parker 1990). With constraints

within ejaculates or testes likely to result in a trade-off between sperm size and number

Evol Ecol (2011) 25:373–390 377

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(e.g., Parker 1993; Lupold et al. 2009c), we would expect a negative relationship between

sperm length and polygyny or EPP, but a positive relationship with the nearest-neighbor

distance. In contrast, longer sperm (with longer flagellum and midpiece) might be

advantageous in situations of sperm competition because they are more competitive

(Gomendio and Roldan 2008; Fitzpatrick et al. 2009; Lupold et al. 2009a), in which case

we would predict positive associations of sperm length at least with EPP (e.g., Briskie et al.

1997), and consequently a negative relationship with the nearest-neighbor distance.

Analyses of sperm length and body size

We examined whether sperm morphology (particularly sperm length) was associated with

the geographical variation in male body size (e.g., Van Rossem 1926; Howell and van

Rossem 1928; Power 1970). We measured wing, tarsus and tail length to the nearest

0.1 mm for all captured birds (using mist-nets or walk-in traps) before releasing them on

site upon collection of a sperm sample. At some locations, we were unable to take mea-

sures on body size because males could not be captured due to unsuitable conditions for

mist-nets and traps, or, as for the endangered A. p. aciculatus, due to stringent permitting

restrictions, such that sperm samples could be collected only by natural ejaculation onto

model females. In some other locations, body size measures were not taken by the

researchers who provided the sperm samples. We obtained body size measurements for

missing locations in the following ways (numbers refer to Fig. 1 and Table S2): for

location 8 we used the data from Power (1970), who measured red-winged blackbirds in

approximately the same site; for three other locations, the Field Museum of Natural History

in Chicago kindly provided measurements from sites\100 km from ours, and the shortest

distance of these sites to any other of our dataset was 300 km or more (Fig. 1). Finally, for

three locations, from which no data were available, we used the mean values for the

putative subspecies from the literature, with subspecies assignment based on the distri-

bution maps in Gavin et al. (1991) (Table S1). This approach seemed justified because

A. p. aciculatus and A. p. californicus are endemic to relatively small distinct areas in

California (Kern River Valley and the northern part of the Central Valley, respectively),

and for A. p. mearnsi, the vast majority of the birds measured by Howell and Van Rossem

(1928) across Central Florida were from within about 100 km of our study site, such that

the reported mean values were unlikely to deviate substantially from the presumed mean of

our study site. Finally, the subspecies identity was unclear for location 4, because

according to distribution maps (e.g., Van Rossem 1926; Gavin et al. 1991), this area would

clearly be populated by A. p. californicus (the bicolored form with no yellow epaulet line),

but all males from which we collected ejaculates using female models had a yellow line on

the epaulet (Lupold, pers. obs.). Agelaius p. neutralis appears to be the most likely can-

didate (Laymon and Garrett, pers. comm.), although morphological or genetic evidence is

currently lacking. Nonetheless, all our results remained qualitatively the same when study

site 4 was included or excluded. Due to the use of different sources for measurements of

body size, we also verified our main results involving body size by re-analysis using only

populations where body size was measured for this study directly (N = 9).

As a measure of body size we used the first principal component (PC1) from a principal

components analysis (PCA) on the dimensions of wing, tail, and tarsus length, which

explained 91.3% of the variance in size measures and was highly correlated with wing

length (N = 17; wing: r = 0.98; tarsus: r = 0.81; tail: r = 0.92). We also performed a

similar PCA on female body size, where PC1 explained 92.6% of the total variation and was

again most strongly associated with wing length (r = 0.98; tarsus: r = 0.45; tail: r = 0.93).

378 Evol Ecol (2011) 25:373–390

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We analyzed associations between sperm traits and body size in linear models to

determine the sign of the relationships. However, in order to account for the spatial non-

independence between data points, we confirmed the above results in partial Mantel tests

(with 10,000 permutations), which are analogous to partial correlations but correlate the

two morphological distance matrices of interest whilst controlling for the effects of geo-

graphical distances among the study locations (Legendre 2000). Note, however, that a

significant Mantel statistic is much lower than would be expected from a conventional

correlation analysis (Legendre 2000), such that relatively low rM values should not be

interpreted as reflecting low biological significance.

In addition to relationships between sperm length and absolute male size (PC1), we also

examined those with relative male size (i.e., corrected for female body size, PC1) as an

index of sexual dimorphism. Across species of the New World blackbirds (Icteridae) male

body size increases disproportionately with female size in response to increasing levels of

polygyny (e.g., Bjorklund 1991; Webster 1992). Across the six sites with data on polygyny

(online Supplementary Table S3), male body size, controlled for female size, also

increased with polygyny (partial r = 0.82 (0.18 to 0.94), t = 3.25, P = 0.03; female size:

partial r = –0.84 (–0.94 to –0.23), t = –3.46, P = 0.03).

Results

The three sperm components and total sperm length differed significantly among the 17

study locations (head: F16,442 = 7.65, P \ 0.0001; midpiece: F16,442 = 4.34, P \ 0.0001;

flagellum: F16,442 = 6.34, P \ 0.0001; total length: F16,442 = 6.80, P \ 0.0001; also see

Fig. 2). These results were qualitatively the same when grouping individuals by subspecies

(N = 11) rather than collecting locations (all F10,448 [ 7.07, all P \ 0.0001).

In addition, in linear mixed-effects models with location as a random factor, total sperm

length was highly correlated with all partial sperm measures (all r [ 0.28, all P \ 0.0001),

but among the latter, only midpiece and flagellum length were strongly associated

(r = 0.55, P \ 0.0001; detailed results in Supplementary Table S4).

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Location number

]mµ[

htg

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4 4 8 14 33 20 17 20 33 3 20 19 21 24 188 16 15

Fig. 2 Mean sperm length and95%CI for red-winged blackbirdsfrom 17 different collectinglocations. The location numbersrefer to those in Fig. 1, arrangedfrom west to east. The figures initalics indicate the number ofmales on each site, from whichsperm samples were analyzed

Evol Ecol (2011) 25:373–390 379

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In all further analyses, we used mean values for each collecting location.

Geographical patterns in sperm morphology

In Mantel tests, the inter-site differences in midpiece, flagellum and total sperm length

increased significantly with the distance between sites (rM = 0.17, P = 0.04, rM = 0.27,

P = 0.01 and rM = 0.19, P = 0.03, respectively), whereas that of head length did not

(rM = 0.05, P = 0.24). These results were also robust when controlling for body size in

partial Mantel tests (i.e. holding the body size matrix constant; head: rM = 0.06, P = 0.24;

midpiece: rM = 0.16, P = 0.05; flagellum: rM = 0.25, P = 0.02; total sperm length:

rM = 0.17, P = 0.05).

All sperm traits with significant spatial correlation showed positive autocorrelation at

short distances and negative autocorrelation for long distances (though not statistically

significant for midpiece length; Table 1), which is the typical pattern of spatial gradients

(Legendre and Fortin 1989). Angular correlograms showed that the degree of maximal

gradients for midpiece, flagellum and total sperm length was 49.6� (P = 0.06), 50.5�(P = 0.007) and 56.6� (P = 0.02) from east (0�), respectively; that is, in a southwest to

northeast direction. Along these gradients, the length of sperm traits increased to the

northeast, as revealed by positive associations with both longitude and latitude in multiple

regressions, corrected for body size (Table 2; Fig. 3).

Sperm morphology and mating system

Visual inspection of Fig. 4 did not reveal any systematic pattern of the three breeding

parameters on sperm length (and all P [ 0.47). For example, even in pairwise comparisons

between the populations with the lowest and highest values of polygyny or nearest-

neighbor distance, respectively, sperm length did not differ, even though it did for EPP

(Fig. 4). These results do not permit any firm conclusions, but they suggest that sperm

length might at best be weakly affected by the mating system (but see below).

Sperm morphology and body size

Given the variation in male body size across the geographical distribution of the red-

winged blackbird (see Introduction), we tested whether the variation in sperm length was

Table 1 Tabular representation of the spatial correlograms of sperm components and total sperm lengthacross five distance classes

Upper distanceclass limits

N Head Midpiece Flagellum Total length

976 km 26 –0.04 (0.93) 0.67 (0.008) 0.83 (0.004) 0.68 (0.005)

1,456 km 27 0.22 (0.09) 0.14 (0.45) 0.16 (0.38) 0.07 (0.67)

2,116 km 28 –0.36 (0.053) 0.11 (0.55) 0.11 (0.28) 0.13 (0.44)

2,871 km 27 0.03 (0.57) –0.29 (0.10) –0.52 (0.007) –0.39 (0.03)

4,032 km 28 –0.09 (0.83) –0.30 (0.08) –0.45 (0.02) –0.38 (0.04)

Global significance P = 0.27 P = 0.005 P = 0.0002 P = 0.003

The values depict Moran’s I values with P values in parentheses. The statistically significant Moran’sI values are in bold. N = number of distance pairs in each distance class

380 Evol Ecol (2011) 25:373–390

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related to that of body size. Among the 17 locations, the differences in male body size

increased with geographical distance (Mantel test: rM = 0.21, P = 0.03), but we detected

no significant spatial autocorrelation across the five distance classes (global correlogram

P = 0.17).

Sperm length was negatively correlated with male body size (r = –0.68 (–0.83 to

–0.30), t = –3.57, P = 0.003), also after omitting the locations with body size measures

taken from other sources than this study (N = 9; r = –0.71 (–0.88 to –0.08), t = –2.68,

P = 0.03). This association was also robust to control for spatial effects in a partial Mantel

test (partial rM = 0.37, P = 0.005; also see Table 2 and Fig. 5).

Table 2 Results of multipleregression analyses of spermmorphology against geographicalcoordinates and male body size(N = 17 locations)

Variables Partial r (95%CI) t P

Head length

Longitude –0.29 (–0.63 to 0.22) –1.16 0.27

Latitude 0.29 (–0.21 to 0.63) 1.18 0.26

Body size –0.27 (–0.62 to 0.24) –1.07 0.31

Midpiece length

Longitude 0.43 (–0.06 to 0.71) 1.87 0.08

Latitude 0.60 (0.16 to 0.80) 2.88 0.01

Body size –0.71 (–0.85 to –0.35) –3.90 0.002

Flagellum length

Longitude 0.70 (0.34 to 0.85) 3.85 0.002

Latitude 0.78 (0.49 to 0.88) 4.79 0.0004

Body size –0.83 (–0.91 to –0.59) –5.73 \0.0001

Total length

Longitude 0.63 (0.21 to 0.81) 3.11 0.008

Latitude 0.81 (0.55 to 0.90) 5.33 \0.0001

Body size –0.85 (–0.92 to –0.64) –6.19 \0.0001

-2

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Residual longitude

htg

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ullegalfla

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-20 -10 0 10 20 -5 0 5 10

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0

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Residual latitude

ba

Fig. 3 Partial residual plots of the associations between flagellum length and (a) longitude (partialr = 0.70, P = 0.002) and (b) latitude (partial r = 0.78, P = 0.0004) across study sites (N = 17). Both axesof (a) are controlled for latitude and body size, both axes of (b) for longitude and body size

Evol Ecol (2011) 25:373–390 381

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Male body size co-varied positively with female body size (r = 0.83 (0.58 to 0.91),

t = 5.66, P \ 0.0001; partial Mantel test corrected for spatial distances: rM = 0.70,

P = 0.0004). Total sperm length was negatively correlated with male size corrected for

female size and geographical coordinates (partial r = –0.65 (–0.82 to –0.25), t = –3.31,

P = 0.006), and the significance of the relationship between sperm length and relative

male body size was confirmed by a partial Mantel test holding both the female size and

spatial distance matrices constant (partial rM = 0.27, P = 0.02). Furthermore, total sperm

length was negatively associated with female body size in a simple regression (r = –0.59

(–0.79 to –0.16), t = –2.86, P = 0.01), but the partial Mantel test corrected for spatial

effects was not significant (partial rM = 0.14, P = 0.11). Discarding the eight populations

with body size measures taken from other sources yielded results that were consistent with

all the above results with respect to the sign of associations, but they were not statistically

significant (all N = 9; male size—female size: r = 0.08 (–0.55 to 0.64), t = 0.22,

P = 0.83; sperm length—male size corrected for female size: partial r = –0.50 (–0.81 to

0.23), t = –1.53, P = 0.18; sperm length—female size: r = –0.41 (–0.77 to 0.32), t =

–1.19, P = 0.27).

142

143

144

145

146

Polygyny [females permale]

mrepslat

oT

len

gth

[µ

]m

1 2 3 4 5 6 7 20 25 30 35 40 45

Extra-pair paternity [%]10 20 30 40 50 60 70

Nearest-neighbor distance [m]

cba

Fig. 4 Across-site relationships between total sperm length and the levels of (a) polygyny, (b) extra-pairpaternity, and (c) the distance between the centers of two adjacent territories. For breeding data see onlineSupplementary Table S4

-6 -4 -2 0 2 4 6 8

-3

-2

-1

0

1

2

Residual male body size

htg

nelmre

pslatotla

udise

R

Fig. 5 Relationship of totalsperm length with male body sizeas PC1 (r = –0.85, P \ 0.0001)across geographically distinctlocations (N = 17), with bothaxes controlled for longitude andlatitude. The black points(N = 9) indicate the data wherebody size was measured for thisstudy, the gray points (N = 8)depict data with body sizemeasures taken from theliterature or museum collections(see Sect. ‘‘Material andmethods’’)

382 Evol Ecol (2011) 25:373–390

123

Finally, we investigated the relationship between sperm length and male body size

within six populations with sperm morphology and body size measured for at least 15

individuals (N = 15–53). All these associations were not statistically significant (online

Supplementary Table S5).

Discussion

The main results of this study were significant geographical variation in sperm morphology

across the breeding range of the red-winged blackbird, with an increase in sperm traits

from the southwest to the northeast, and a strong inverse association with body size across

but not within populations.

Geographical variation in sperm morphology

Across taxa the variation in sperm morphology is considerable (reviewed in Pitnick et al.

2009). Although intra-specific variation in sperm morphology decreases with the intensity

of sexual selection (e.g., Calhim et al. 2007) and red-winged blackbirds exhibit one of the

lowest values of intra-specific variation in sperm length of any Icterid species studied so far

(Lupold et al. 2009b), we found marked differences among our 17 study sites. The absolute

differences were small (approximately 6 lm or 4% of total sperm length between the

longest and shortest location means), but statistically highly significant. Two previous

studies (McFarlane 1963; Allen et al. 1967) have documented some level of sperm vari-

ation in this species, with measurements that are comparable to ours. Both of these pre-

vious studies, however, were based on small sample sizes and mostly restricted to

populations along the east coast, making it difficult to investigate large-scale geographical

variation.

More powerful across-population comparisons of sperm traits have been conducted in

flies and revealed significant variation between different populations (e.g., Snook 2001;

Pitnick et al. 2003). However, to our knowledge the only study to specifically examine

gradual variation in sperm morphology found no such pattern in D. subobscura (Snook

2001). Gradual variation of traits is typically found along the latitudinal axis, particularly

due to gradients in temperature, seasonality, and other climatic and ecological variables

(Mayr 1963; Endler 1977). In the red-winged blackbird, however, sperm length (and in

particular flagellum length) increased in a southwest to northwest direction across the

United States.

One explanation for the observed geographical patterns of sperm morphology is that

they may reflect historical processes associated with the expansion of the red-winged

blackbird across the North American continent. Agelaius phoeniceus is thought to have

diverged from the tricolored blackbird (A. tricolor) around 3.35 million years ago (Klicka

and Zink 1997). Fossil records of A. phoeniceus are too scarce to provide information on

evolutionary trends by region or expansion pathways across the continent (Emslie, pers.

comm.), but the oldest fossil records of eastern populations (i.e. Florida) are about 2.5

million years old (Emslie 1998). Assuming that divergence times of fossil records are

reasonably coherent with molecular data, A. phoeniceus may have colonized North

America from the southwest (where extant populations of A. tricolor are located) and

expanded towards the north and east, reaching the north only after the Wisconsin glacier

started to retreat about 18,000 years ago (Ball et al. 1988). Sperm morphology might be

under genetic drift and subtle changes might have occurred during species expansion [also

Evol Ecol (2011) 25:373–390 383

123

note that A. tricolor sperm are shorter (124.4 ± 0.84 lm) than the shortest of our

Californian populations of A. phoeniceus (140.3 ± 0.47 lm)]. This scenario would be

consistent with our finding that differences in sperm morphology increase with the distance

between populations. However, to reconstruct potential expansion pathways and for a more

complete picture of whether genetic drift is important for the inter-population differences

in sperm morphology, we clearly need highly resolved molecular inter-population studies.

Sperm morphology and mating system

Emlen and Oring (1977) showed how ecological factors can determine mating systems. In

the red-winged blackbird, the duration of the breeding season differs between regions (e.g.,

Gray 1996; Prather and Cruz 2006), and the size and density of populations vary with

habitat types across different climatic zones of the North American continent, resulting in

variation of the mating system (Orians 1980; Searcy and Yasukawa 1995). Given the

relatively high levels of sperm competition compared to other Icterid species (Lupold et al.

2009b), red-winged blackbirds probably are under relatively strong sexual selection, such

that sperm of this species could be expected to evolve rapidly in response to the variation

in mating systems.

Our dataset was limited regarding breeding data, but the negative association between

sperm length and relative male body size, which was linked with polygyny, suggests that it

is too early to discard the possibility of sexual selection being one mechanism driving the

variation in sperm length in the red-winged blackbird (also see below). Information on

the mating system of additional populations is clearly needed before firm conclusions can

be drawn.

Sperm length and body size

One of the most striking and unexpected relationships we found was a strong negative

association between sperm length and body size across our study sites. It currently remains

unclear whether there is a genetic (e.g., pleiotropic) or functional link between the two

variables or whether the observed relationship is the result of two independent trends.

However, in the following we discuss potential mechanisms based on male and female

effects. The first two explanations are based on the idea that large males might be under

stronger selection to transfer increased numbers of sperm than small males, but since sperm

production is limited, sperm number is traded off against sperm length (e.g., Parker 1993;

Parker et al. 2010). A third explanation will focus on direct selection on sperm length.

First, in a large female (with a large reproductive tract), sperm may experience a higher

risk of being diluted or ‘getting lost’ than in a small female (‘dilution effect’; Short 1981;

Cummins and Woodall 1985). If sperm number is traded off against sperm length, the

inverse relationships of sperm length with both male and female body size across our sites

would be consistent with this idea. Although one might also expect males to increase

sperm length rather than sperm number in response to a dilution effect, recent sperm raffle

models predict that in conditions with no constraint on the space for fertilization (as in

birds where the female genital tract is substantially larger than sperm), sperm number has a

much stronger effect on the outcome of sperm competition or dilution effect than sperm

length (Parker et al. 2010).

Second, relatively larger males may, on average, attract more females and copulate

more frequently, resulting in an increased risk of sperm depletion. Within populations of

red-winged blackbirds, relatively large males indeed tend to defend larger territories and

384 Evol Ecol (2011) 25:373–390

123

harems (e.g., Searcy and Yasukawa 1995; Weatherhead and Boag 1995; Westneat 2006).

In addition, our data indicated a positive relationship between male size relative to female

size and the level of polygyny as has previously been reported across Icterid species (e.g.,

Bjorklund 1991; Webster 1992). With a higher risk of sperm depletion, an increase in

sperm number at the cost of sperm length (or quality) might again be more beneficial

similar to the dilution effect. Detailed studies are now needed to establish whether

polygyny or any other measure of the mating system results in variation in the risk of

sperm depletion and whether this might result in a trade-off between sperm length and

number. Addressing these links in wild bird populations, however, might be challenging.

For example, although collecting natural ejaculates and quantifying sperm therein is rel-

atively straightforward, these data are only useful with a male’s detailed mating history

preceding sample collection as sperm counts are greatly influenced by previous ejacula-

tions (e.g., Westneat et al. 1998). Similarly, relative testis size as an index of sperm

competition or investment in sperm production changes considerably across the season

(e.g., Wright and Wright 1944), and it is thus only reliable if collected during a relatively

brief period around the peak of the breeding season for each population (Calhim and

Birkhead 2007), resulting in logistic challenges in a large-scale study across populations

like ours.

For both the dilution and sperm depletion effects, the underlying mechanism resulting in

the trade-off between sperm length and number might be physiological or morphological

constraints during sperm production. For example, at least across species, larger males

exhibit a relatively slower metabolic rate and thus presumably a slower spermatogenic rate

(Rezende et al. 2002; Parapanov et al. 2008). If such variation also exists in the red-winged

blackbird and the production of long sperm entails a longer spermatogenic cycle (Ramm

and Stockley 2010) or is less efficient (Lupold et al. 2009c; Lupold, Wistuba and Birkhead,

manuscript), populations differing in average male size might also vary in average sperm

length. This may be particularly the case if sperm number is more critical than sperm

length (see above) and the production of shorter sperm might compensate for a relatively

slower spermatogenic turnover. Additionally, males may differ in the size of their testes or

sperm-producing structures, and testis morphology per se might be associated with sperm

length (see Lupold et al. 2009c).

A third possible explanation for the negative relationship between sperm length and

body size could be direct selection on sperm length. For example, if relatively large males

are better at acquiring mates (see above), smaller males may in turn invest more in

postcopulatory competition by producing longer and thus potentially more competitive

sperm. For example, in the domestic fowl (Gallus domesticus), subordinate males have

limited access to females and hence trade up sperm velocity (Cornwallis and Birkhead

2007; Pizzari et al. 2007), which can increase their fertilization success in competitive

situations (e.g., Birkhead et al. 1999). A similar situation may exist in red-winged

blackbirds if small males gain mating opportunities predominantly through extra-pair

copulations rather than defending a harem of females. If sperm velocity co-varies posi-

tively with sperm length, for which there is evidence both across and within passerine birds

(Lupold et al. 2009a; Mossman et al. 2009; but see Kleven et al. 2009; Lupold et al.

2009b), smaller males might gain by producing longer sperm. Although Lupold et al.

(2009b) have not found a significant association between sperm velocity and sperm

morphology within a population of red-winged blackbirds, we cannot eliminate the pos-

sibility that populations differ in the intensity of selection on both pre- and postcopulatory

sexual traits and that these could be associated in one way or another.

Evol Ecol (2011) 25:373–390 385

123

Finally, it is also possible that increased body size is not primarily the result of variation

in the mating system within a species, even if such an evolutionary trend exists across

species. For example, the red-winged blackbird is thought to be one of many bird species in

North America with increasing body size north- and westward in response to climatic

gradients, probably for thermoregulatory reasons (e.g., Power 1969; James 1970). Similar

effects are also indicated by James’s (1983) transplant experiment, in which environmental

factors influenced nestling growth. Part of this differential growth or the variance in body

size may be due to variation in habitat types across different climate zones. Consequently,

body size and mating system might both be driven by a combination of ecological factors,

potentially even independently in the same direction. Irrespective of the processes selecting

for larger males, increased investment in sperm quantity by larger males may be one

explanation for the inverse association between body size and sperm length. However, until

further detailed information is available, independent selection on these two traits can be

just as likely (e.g., thermoregulation in body size and genetic drift of sperm morphology).

Conclusions

We observed striking geographical variation in sperm morphology across different pop-

ulations of red-winged blackbirds, but in contrast to the patterns found across species, our

data are not conclusive about whether this variation is the result of different mating

systems among populations. Strong relationships between sperm length and body size,

however, suggest that sperm length might be driven primarily by body size, irrespective of

whether this is mediated by variation in the mating system. Further research is needed to

disentangle the factors driving these patterns. In addition, detailed and sensitive genetic

studies might shed light on the expansion pathways to investigate the effect of historical

processes. Finally, it would also be interesting to transplant males across populations or

manipulate the breeding conditions to establish whether sperm morphology changes

according to differences in the breeding environment in a similar way as body size has

been shown to adjust to the foster population, but this may logistically be difficult with

wild populations.

Acknowledgments We thank J. Homan, G. Linz, L. Reinhardt, A. Trutsch, and K. Yasukawa for theirhelp in the field, R. Byrd, J. Cummins, D. Elwonger, L. Merrill, T. Muir, J. Rivers, V. Rohwer, S. Tupper,S. Werner, and M. Whitfield for providing additional sperm samples, the SPU meeting at SyracuseUniversity for insightful discussion, and R. Montgomerie, R. Snook and three anonymous reviewers forvaluable comments on the manuscript. S.L. was supported by the Janggen-Poehn Foundation, SwissNational Science Foundation, a Sheffield University ORS Award, a Lauff Research Award, a KBS VisitingGraduate Student Fellowship, and an NSF LTER Graduate Research Award; D.F.W. by the University ofKentucky; and T.R.B. by the Leverhulme Trust.

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