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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 %
CIA
301
Choate Investment Advisors
Massachusetts
$387K +$55.4K +703 +17%
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$381K – – –
CSIC
303
Clifford Swan Investment Counsel
California
$374K +$35.3K +448 +10%
FANJ
304
Financial Architects (New Jersey)
New Jersey
$366K -$3.15K -40 -0.9%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$365K +$110K +1,394 +43%
OWD
306
Osborn Williams & Donohoe
Ohio
$362K +$118K +1,500 +48%
FIM
307
Frontier Investment Management
Texas
$361K +$361K +4,578 New
SA
308
SRH Advisors
Kansas
$360K – – –
DY
309
Dowling & Yahnke
California
$358K +$31.5K +400 +10%
JPTCCM
310
J.P. Turner & Co Capital Management
Georgia
$355K +$355K +4,474 New
LNC
311
Lincoln National Corp
Pennsylvania
$353K +$353K +4,485 New
EB
312
Eastern Bank
Massachusetts
$348K – – –
PCM
313
Palouse Capital Management
Washington
$347K +$347K +4,400 New
BBHC
314
Brown Brothers Harriman & Co
New York
$343K +$146K +1,859 +74%
SIC
315
Salem Investment Counselors
North Carolina
$339K – – –
BSB
316
Bangor Savings Bank
Maine
$337K – – –
KWMG
317
King Wealth Management Group
Florida
$329K -$345K -4,371 -51%
BB
318
Busey Bank
Illinois
$325K +$78.7K +1,000 +32%
HSBC Holdings
319
HSBC Holdings
United Kingdom
$323K -$107K -1,357 -25%
EVM
320
Evelyn V. Moreno
$317K +$23.6K +300 +8%
KFA
321
Kays Financial Advisory
Georgia
$315K -$66.5K -845 -17%
TH
322
TCTC Holdings
Texas
$315K – – –
AA
323
Advisory Alpha
Michigan
$311K +$158 +2 +0.1%
PWW
324
Pettyjohn Wood & White
Virginia
$309K +$11.8K +150 +4%
SNT
325
Security National Trust
West Virginia
$307K – – –
11 12
13
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