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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

464 hedge funds and large institutions have $4.89B invested in SPDR S&P Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 168 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+25
Holders Change %
+5.69%
% of All Funds
12.18%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
1.1%
New
60
Increased
152
Reduced
168
Closed
30
Calls
$21.7M
Puts
$9.82M
Net Calls
+$11.9M
Net Calls Change
-$1.88M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.42B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$176M
3
Wells Fargo
3
Wells Fargo
California
$252M
4
LPL Financial
4
LPL Financial
California
$120M
5
UBS Group
5
UBS Group
Switzerland
$213M

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$14.2M
2
HNB
2
Huntington National Bank
Ohio
$38.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.4M
4
CC
4
Curian Capital
Colorado
$13.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
251
First Hawaiian Bank
Hawaii
$669K – – –
CBU
252
CIBC Bank USA
Illinois
$664K – – –
TCM
253
Tufton Capital Management
Maryland
$663K -$80.2K -1,090 -11%
HR
254
Howe & Rusling
New York
$659K +$60.3K +820 +10%
TC
255
Telemus Capital
Michigan
$651K +$16.9K +230 +3%
LPC
256
Loeb Partners Corp
New York
$647K – – –
SS
257
Simplicity Solutions
Minnesota
$646K +$646K +8,774 New
BFA
258
Beaumont Financial Advisors
Massachusetts
$645K +$645K +8,769 New
AC
259
Addison Capital
Pennsylvania
$642K -$34.1K -463 -5%
MHIM
260
MacNealy Hoover Investment Management
Ohio
$635K – – –
GS
261
Girard Securities
California
$633K +$633K +8,562 New
SPC
262
Sigma Planning Corp
Michigan
$628K -$53.6K -728 -8%
CSIC
263
Clifford Swan Investment Counsel
California
$618K +$184K +2,500 +42%
RMCM
264
Reynders McVeigh Capital Management
Massachusetts
$610K – – –
Barclays
265
Barclays
United Kingdom
$607K -$8.15M -111,708 -93%
PTC
266
Private Trust Company
Ohio
$602K – – –
WA
267
WFG Advisors
Texas
$593K +$26.4K +358 +5%
TAM
268
Tocqueville Asset Management
New York
$582K – – –
SA
269
SRH Advisors
Kansas
$577K – – –
HC
270
Hourglass Capital
Texas
$576K -$12.5K -170 -2%
Prudential Financial
271
Prudential Financial
New Jersey
$555K +$84.5K +1,150 +18%
CA
272
Cambridge Advisors
Nebraska
$542K – – –
JWBC
273
J.W. Burns & Co
New York
$541K -$588 -8 -0.1%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$539K +$53.1K +722 +11%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$534K -$189K -2,575 -26%
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