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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 %
SFWA
276
Summit Financial Wealth Advisors
Louisiana
$530K +$530K +5,216 New
VC
277
Vicus Capital
Pennsylvania
$522K +$70.8K +963 +16%
KF
278
Krilogy Financial
Missouri
$514K -$43.5K -591 -8%
DCM
279
Donaldson Capital Management
Indiana
$510K -$103K -1,394 -17%
CAG
280
Crestwood Advisors Group
Massachusetts
$509K -$205K -2,787 -29%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$504K +$59.3K +805 +13%
BP
282
Ballentine Partners
Massachusetts
$484K +$4.78K +65 +1%
SAM
283
Sawgrass Asset Management
Florida
$470K – – –
PIM
284
Penobscot Investment Management
Massachusetts
$466K -$15.5K -210 -3%
FTIOP
285
Fiduciary Trust International of Pennsylvania
Pennsylvania
$466K -$6.62K -90 -1%
AFP
286
Ausdal Financial Partners
Iowa
$466K +$466K +6,337 New
WAM
287
Wealthspire Advisors (Maryland)
Maryland
$465K +$465K +6,325 New
VIA
288
Vantage Investment Advisors
Pennsylvania
$461K – – –
BAS
289
Brown Advisory Securities
Maryland
$461K +$196K +2,667 +74%
TWA
290
TCI Wealth Advisors
Arizona
$458K -$36.7K -500 -7%
Luther King Capital Management (LKCM)
291
Luther King Capital Management (LKCM)
Texas
$454K +$454K +6,176 New
KSA
292
Ken Stern & Associates
California
$452K +$248K +3,362 +121%
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$443K – – –
SGAM
294
Steinberg Global Asset Management
Florida
$442K -$11.7M -159,253 -96%
ST
295
Smithfield Trust
Pennsylvania
$435K – – –
BTS
296
BB&T Securities
Virginia
$431K +$66.2K +901 +18%
Truist Financial
297
Truist Financial
North Carolina
$418K +$36.8K +500 +10%
BFA
298
Benedict Financial Advisors
Georgia
$417K -$70.1K -953 -14%
LNC
299
Lincoln National Corp
Pennsylvania
$415K +$115K +1,645 +38%
BA
300
Birinyi Associates
Connecticut
$407K -$386K -5,250 -49%
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