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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 %
AC
251
Addison Capital
Pennsylvania
$650K -$32.7K -415 -5%
WA
252
WFG Advisors
Texas
$649K +$40.6K +515 +7%
RMCM
253
Reynders McVeigh Capital Management
Massachusetts
$635K -$62.8K -797 -9%
AAM
254
Aureus Asset Management
Massachusetts
$629K +$195K +2,471 +45%
GJIC
255
Gamble Jones Investment Counsel
California
$619K +$1.34K +17 +0.2%
WSCM
256
Wellington Shields Capital Management
New York
$607K +$122K +1,545 +25%
HR
257
Howe & Rusling
New York
$584K +$35.2K +447 +6%
B
258
Bailard
California
$578K +$347K +4,400 +150%
EAMA
259
EFG Asset Management (Americas)
Florida
$572K +$317K +4,020 +124%
OMC
260
Overbrook Management Corp
New York
$572K +$572K +7,263 New
JWBC
261
J.W. Burns & Co
New York
$557K +$10.2K +130 +2%
GT
262
Glenmede Trust
Pennsylvania
$556K +$346K +4,393 +164%
CAG
263
Crestwood Advisors Group
Massachusetts
$553K +$11K +140 +2%
AWA
264
AmeriServ Wealth Advisors
Pennsylvania
$553K +$553K +7,019 New
CFMC
265
Curbstone Financial Management Corp
New Hampshire
$552K -$15.8K -200 -3%
TCM
266
Tufton Capital Management
Maryland
$546K +$214K +2,715 +64%
SAM
267
Sawgrass Asset Management
Florida
$529K – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$522K -$33.1K -420 -6%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$518K +$518K +6,575 New
OFS
270
Orrstown Financial Services
Pennsylvania
$517K -$260K -3,300 -33%
PIM
271
Penobscot Investment Management
Massachusetts
$517K -$3.95K -50 -0.8%
VNA
272
Valley National Advisers
Pennsylvania
$515K +$515K +7,090 New
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$509K +$97.6K +1,239 +24%
VC
274
Vicus Capital
Pennsylvania
$503K -$142K -1,801 -22%
DC
275
Davenport & Co
Virginia
$502K – – –
9 10
11
12 13