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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 %
CWM
251
Concert Wealth Management
California
$662K -$54.3K -2,444 -8%
AIP
252
Ameritas Investment Partners
Nebraska
$655K -$112K -1,435 -15%
DCM
253
Donaldson Capital Management
Indiana
$653K -$9.39K -120 -1%
AC
254
Addison Capital
Pennsylvania
$652K +$6.96K +89 +1%
B
255
Bailard
California
$647K +$74.2K +950 +13%
EAMA
256
EFG Asset Management (Americas)
Florida
$634K +$66.6K +852 +12%
WSTAM
257
Wilbanks Smith & Thomas Asset Management
Virginia
$634K +$634K +8,107 New
TC
258
Telemus Capital
Michigan
$633K -$75.5K -965 -11%
BFA
259
Benedict Financial Advisors
Georgia
$630K -$24.7K -315 -4%
TF
260
Tompkins Financial
New York
$622K -$102K -1,310 -14%
PTC
261
Private Trust Company
Ohio
$618K -$49.9K -638 -7%
GJIC
262
Gamble Jones Investment Counsel
California
$615K +$235 +3 +0%
CAG
263
Crestwood Advisors Group
Massachusetts
$605K +$56.3K +720 +10%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$603K +$472K +6,037 +360%
TCM
265
Tufton Capital Management
Maryland
$597K +$54.4K +695 +10%
LNC
266
Lincoln National Corp
Pennsylvania
$592K +$241K +3,081 +69%
JIC
267
Johnson Investment Counsel
Ohio
$591K +$95.7K +1,225 +19%
HR
268
Howe & Rusling
New York
$587K +$7.42K +95 +1%
PMFA
269
Plante Moran Financial Advisors
Michigan
$567K +$49.3K +631 +10%
HC
270
Hourglass Capital
Texas
$547K +$66.4K +850 +14%
CA
271
Cambridge Advisors
Nebraska
$529K +$49.7K +635 +10%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$525K +$10.8K +138 +2%
SAM
273
Sawgrass Asset Management
Florida
$519K -$5.87K -75 -1%
BP
274
Ballentine Partners
Massachusetts
$510K +$117K +1,500 +30%
PIM
275
Penobscot Investment Management
Massachusetts
$508K -$4.7K -60 -0.9%
9 10
11
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