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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

447 hedge funds and large institutions have $4.73B invested in SPDR S&P Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
11.92%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
41
Increased
177
Reduced
151
Closed
27
Calls
$2.45M
Puts
$1.9M
Net Calls
+$549K
Net Calls Change
+$1.21M

Top Buyers

1
ACM
Aviance Capital Management
Florida
$42.7M
2
HNB
Huntington National Bank
Ohio
$42.5M
3
RJA
Raymond James & Associates
Florida
$141M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$241M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$365M
2
Goldman Sachs
Goldman Sachs
New York
$62.3M
3
SMM
Stadion Money Management
Georgia
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.37M
5
MG
Mather Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
226
Pinnacle Summer Investments
Virginia
$848K – – –
BWM
227
Braver Wealth Management
Massachusetts
$845K +$235 +3 +0%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$818K -$105K -1,346 -11%
FIM
229
Freedom Investment Management
Connecticut
$812K -$515K -6,587 -39%
WSCM
230
Wellington Shields Capital Management
New York
$805K +$203K +2,594 +34%
VNA
231
Valley National Advisers
Pennsylvania
$805K +$251K +3,210 +45%
RFC
232
Regions Financial Corp
Alabama
$804K – – –
BFO
233
Boston Family Office
Massachusetts
$800K -$39.1K -500 -5%
FWP
234
FAS Wealth Partners
Kansas
$791K +$1.25K +16 +0.2%
JWBC
235
J.W. Burns & Co
New York
$786K +$233K +2,978 +42%
CWA
236
Convergent Wealth Advisors
Maryland
$776K +$776K +9,924 New
WEC
237
Winslow Evans & Crocker
Massachusetts
$757K +$27.5K +352 +4%
CBU
238
CIBC Bank USA
Illinois
$747K – – –
MPM
239
Meritage Portfolio Management
Kansas
$742K -$70.4K -900 -9%
SFA
240
Sequoia Financial Advisors
Ohio
$717K +$78 +1 +0%
FHB
241
First Hawaiian Bank
Hawaii
$711K – – –
MHIM
242
MacNealy Hoover Investment Management
Ohio
$708K – – –
Two Sigma Investments
243
Two Sigma Investments
New York
$704K +$704K +9,000 New
BWM
244
Baystate Wealth Management
Massachusetts
$693K +$31.5K +403 +5%
LPC
245
Loeb Partners Corp
New York
$688K – – –
1GA
246
1st Global Advisors
Texas
$688K +$395K +5,048 +135%
RMCM
247
Reynders McVeigh Capital Management
Massachusetts
$682K +$51.9K +663 +8%
TWA
248
TCI Wealth Advisors
Arizona
$669K – – –
WIC
249
Woodmont Investment Counsel
Tennessee
$668K -$74.8K -957 -10%
BA
250
Birinyi Associates
Connecticut
$665K -$19.6K -250 -3%
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