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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 %
ST
276
Smithfield Trust
Pennsylvania
$500K +$35.2K +447 +8%
JIC
277
Johnson Investment Counsel
Ohio
$499K +$151K +1,920 +43%
BCA
278
Bray Capital Advisors
Florida
$486K +$486K +6,165 New
HC
279
Hourglass Capital
Texas
$485K -$75.7K -960 -14%
CA
280
Cambridge Advisors
Nebraska
$483K +$483K +6,130 New
FTIOP
281
Fiduciary Trust International of Pennsylvania
Pennsylvania
$469K +$469K +5,949 New
CBN
282
Cadence Bank NA
Texas
$462K – – –
OIA
283
Optimum Investment Advisors
Illinois
$459K +$4.81K +61 +1%
Toronto Dominion Bank
284
Toronto Dominion Bank
Ontario, Canada
$441K – – –
SIA
285
SeaBridge Investment Advisors
New Jersey
$437K – – –
LI
286
LMCG Investments
Massachusetts
$437K – – –
HSA
287
HBK Sorce Advisory
Pennsylvania
$432K +$2.68K +34 +0.6%
Millennium Management
288
Millennium Management
New York
$430K -$102K -1,297 -19%
BFG
289
Beacon Financial Group
Texas
$422K +$160K +2,008 +61%
CCFCSB
290
Cape Cod Five Cents Savings Bank
Massachusetts
$418K +$15.8K +200 +4%
BDF
291
Balasa Dinverno & Foltz
$412K +$129K +1,638 +46%
FFBTD
292
First Financial Bank - Trust Division
Ohio
$407K -$1.18K -15 -0.3%
CFA
293
Carroll Financial Associates
North Carolina
$406K -$12K -154 -3%
AAS
294
Annex Advisory Services
Wisconsin
$406K -$3.47K -44 -0.8%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$400K +$59.1K +750 +17%
SAM
296
Summit Asset Management
Tennessee
$399K – – –
BP
297
Ballentine Partners
Massachusetts
$396K -$66.1K -838 -14%
RT
298
Reliance Trust
Georgia
$392K – – –
NA
299
Nottingham Advisors
New York
$391K -$31.8K -400 -8%
CLOS
300
Compagnie Lombard Odier SCmA
Switzerland
$387K – – –
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