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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

439 hedge funds and large institutions have $4.98B invested in SPDR S&P Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 165 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+48
Holders Change %
+12.28%
% of All Funds
11.72%
Holding in Top 10
56
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.23%
% of All Funds
1.49%
New
70
Increased
165
Reduced
126
Closed
16
Calls
$3.38M
Puts
$4.04M
Net Calls
-$656K
Net Calls Change
-$3.95M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$214M
2
CNB
City National Bank
California
+$66.1M
3
Bank of America
Bank of America
North Carolina
+$47.8M
4
SMM
Stadion Money Management
Georgia
+$41M
5
Goldman Sachs
Goldman Sachs
New York
+$36.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$46.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.15M
3
SWM
Strategic Wealth Management
Washington
-$7.49M
4
SB
Suntrust Banks
Georgia
-$6.99M
5
MG
Mather Group
Illinois
-$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
Braver Wealth Management
Massachusetts
$852K +$58.7K +744 +7%
BFO
227
Boston Family Office
Massachusetts
$846K +$10.5K +133 +1%
MPM
228
Meritage Portfolio Management
Kansas
$818K -$157K -1,990 -16%
RFC
229
Regions Financial Corp
Alabama
$810K +$196K +2,489 +32%
FWP
230
FAS Wealth Partners
Kansas
$796K +$103K +1,305 +15%
PFM
231
Phillips Financial Management
Indiana
$782K -$2.89K -37 -0.4%
AIP
232
Ameritas Investment Partners
Nebraska
$773K +$21.7K +276 +3%
CBU
233
CIBC Bank USA
Illinois
$753K – – –
VNB
234
Valley National Bancorp
New York
$753K +$21.5K +273 +3%
WIC
235
Woodmont Investment Counsel
Tennessee
$749K – – –
WEC
236
Winslow Evans & Crocker
Massachusetts
$736K -$21.7K -276 -3%
TF
237
Tompkins Financial
New York
$730K -$61.4K -780 -8%
SFA
238
Sequoia Financial Advisors
Ohio
$723K +$473 +6 +0.1%
FHB
239
First Hawaiian Bank
Hawaii
$717K – – –
TC
240
Telemus Capital
Michigan
$714K +$45.9K +583 +7%
MHIM
241
MacNealy Hoover Investment Management
Ohio
$713K -$47.3K -600 -6%
HF
242
HRT Financial
New York
$712K +$712K +9,048 New
LPC
243
Loeb Partners Corp
New York
$693K – – –
BA
244
Birinyi Associates
Connecticut
$690K -$59.1K -750 -8%
ATC
245
Argent Trust Co
Tennessee
$676K +$676K +8,585 New
TWA
246
TCI Wealth Advisors
Arizona
$674K -$10.1K -128 -1%
PTC
247
Private Trust Company
Ohio
$673K +$673K +8,546 New
DCM
248
Donaldson Capital Management
Indiana
$667K -$55.9K -710 -8%
BWM
249
Baystate Wealth Management
Massachusetts
$667K -$7.09K -90 -1%
BFA
250
Benedict Financial Advisors
Georgia
$655K +$655K +8,344 New
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