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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 %
CCFCSB
301
Cape Cod Five Cents Savings Bank
Massachusetts
$404K 5,300 – –
BDF
302
Balasa Dinverno & Foltz
$398K 5,225 – –
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$388K 5,094 +132 +3%
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$387K 5,075 – –
SA
305
SRH Advisors
Kansas
$386K 5,070 – –
Truist Financial
306
Truist Financial
North Carolina
$384K 5,035 +115 +2%
GW
307
GW & Wade
Massachusetts
$384K 5,035 +1,503 +43%
GIA
308
Guyasuta Investment Advisors
Pennsylvania
$383K 5,030 +5,030 New
MWM
309
Mission Wealth Management
California
$379K 4,842 +4,842 New
CIA
310
Choate Investment Advisors
Massachusetts
$374K 4,905 – –
BFG
311
Beacon Financial Group
Texas
$371K 4,866 – –
CSIC
312
Clifford Swan Investment Counsel
California
$362K 4,748 – –
Prudential Financial
313
Prudential Financial
New Jersey
$358K 4,700 +1,600 +52%
PWW
314
Pettyjohn Wood & White
Virginia
$357K 4,685 +480 +11%
AAS
315
Annex Advisory Services
Wisconsin
$355K 4,654 +99 +2%
ZB
316
Zions Bancorporation
Utah
$348K 4,561 +4,496 +6,917%
NA
317
Nottingham Advisors
New York
$333K 4,375 -550 -11%
SIC
318
Salem Investment Counselors
North Carolina
$328K 4,300 – –
AAA
319
Adams Asset Advisors
Texas
$326K 4,286 +4,286 New
SCVF
320
Small Cap Value Fund
Texas
$326K 4,286 +4,286 New
BSW
321
Buckingham Strategic Wealth
Missouri
$324K 4,252 +4,252 New
BSB
322
Bangor Savings Bank
Maine
$319K 4,181 -47 -1%
AAM
323
Aureus Asset Management
Massachusetts
$318K 4,175 -579 -12%
PAS
324
Partnervest Advisory Services
California
$313K 4,104 -9,599 -70%
KWMG
325
King Wealth Management Group
Florida
$310K 4,073 – –
11 12
13
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