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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

444 hedge funds and large institutions have $4.32B invested in SPDR S&P Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 196 reducing their positions, and 33 closing their positions.

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.97%
Holding in Top 10
48
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.11%
% of All Funds
1.29%
New
36
Increased
130
Reduced
196
Closed
33
Calls
$15.2M
Puts
$541K
Net Calls
+$14.6M
Net Calls Change
+$14.1M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$420M
2
BC
2
Brinker Capital
Pennsylvania
$21.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$13.1M
4
HA
4
Harfst & Associates
Wyoming
$8.62M
5
DWM
5
Destination Wealth Management
California
$43.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$301M
2
ACM
2
Aviance Capital Management
Florida
$0
3
HNB
3
Huntington National Bank
Ohio
$40.4M
4
Bank of America
4
Bank of America
North Carolina
$334M
5
MB
5
Mizuho Bank
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
226
Braver Wealth Management
Massachusetts
$824K 10,814 +4 +0%
SFA
227
Sequoia Financial Advisors
Ohio
$813K 10,671 +1,501 +16%
MC
228
Mathes Company
New York
$812K 10,660 -2,625 -20%
WSCM
229
Wellington Shields Capital Management
New York
$806K 10,581 +286 +3%
VNA
230
Valley National Advisers
Pennsylvania
$800K 10,500 +200 +2%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$786K 10,311 -150 -1%
WEC
232
Winslow Evans & Crocker
Massachusetts
$783K 10,270 +582 +6%
FWP
233
FAS Wealth Partners
Kansas
$773K 10,138 +21 +0.2%
BFO
234
Boston Family Office
Massachusetts
$763K 10,018 -215 -2%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$761K 9,981 -4,129 -29%
CWA
236
Convergent Wealth Advisors
Maryland
$756K 9,924 – –
LSA
237
L & S Advisors
California
$751K 9,859 -1,060 -10%
JWBC
238
J.W. Burns & Co
New York
$750K 9,844 -206 -2%
WA
239
Wealth Architects
California
$749K 9,828 +9,828 New
AC
240
Addison Capital
Pennsylvania
$736K 9,662 +1,320 +16%
VKH
241
Virtu KCG Holdings
New York
$732K 9,601 +9,601 New
CBU
242
CIBC Bank USA
Illinois
$728K 9,550 – –
CCM
243
Coldstream Capital Management
Washington
$724K 9,501 -2,489 -21%
FHB
244
First Hawaiian Bank
Hawaii
$693K 9,093 – –
MHIM
245
MacNealy Hoover Investment Management
Ohio
$690K 9,050 – –
DY
246
Dowling & Yahnke
California
$688K 9,034 +4,091 +83%
WIC
247
Woodmont Investment Counsel
Tennessee
$683K 8,968 +422 +5%
LPC
248
Loeb Partners Corp
New York
$671K 8,800 – –
RMCM
249
Reynders McVeigh Capital Management
Massachusetts
$657K 8,618 -100 -1%
VAM
250
Verity Asset Management
North Carolina
$654K 8,581 +8,581 New
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10
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