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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 %
SAM
276
Sawgrass Asset Management
Florida
$506K 6,635 – –
EWM
277
Empirical Wealth Management
Washington
$504K 6,612 +3,504 +113%
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$501K 6,572 -141 -2%
BP
279
Ballentine Partners
Massachusetts
$497K 6,520 – –
DC
280
Davenport & Co
Virginia
$496K 6,503 +327 +5%
SMA
281
Simply Money Advisors
Ohio
$491K 6,439 +1,134 +21%
VC
282
Vicus Capital
Pennsylvania
$487K 6,390 +274 +4%
EWM
283
Evercore Wealth Management
New York
$487K 6,397 +1,597 +33%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$471K 6,177 +636 +11%
WA
285
WFG Advisors
Texas
$470K 6,168 +783 +15%
CFMC
286
Curbstone Financial Management Corp
New Hampshire
$459K 6,025 -300 -5%
WI
287
WBI Investments
New Jersey
$458K 6,004 +6,004 New
ST
288
Smithfield Trust
Pennsylvania
$451K 5,910 – –
AG
289
AIA Group
Hong Kong
$431K 5,650 +5,650 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$429K 5,634 -2,081 -27%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$427K 5,602 – –
LI
292
LMCG Investments
Massachusetts
$423K 5,550 – –
SIA
293
SeaBridge Investment Advisors
New Jersey
$422K 5,540 – –
CLOS
294
Compagnie Lombard Odier SCmA
Switzerland
$421K 5,530 +630 +13%
HSA
295
HBK Sorce Advisory
Pennsylvania
$419K 5,495 +5,495 New
Citadel Advisors
296
Citadel Advisors
Florida
$418K 5,479 +5,479 New
BCA
297
Bray Capital Advisors
Florida
$416K 5,452 -943 -15%
DBT
298
Dubuque Bank & Trust
Iowa
$412K 5,408 -7,343 -58%
OFS
299
Orrstown Financial Services
Pennsylvania
$408K 5,357 -100 -2%
JPTCCM
300
J.P. Turner & Co Capital Management
Georgia
$406K 5,347 +869 +19%
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