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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

439 hedge funds and large institutions have $4.12B invested in SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.27%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$835M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$41.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$37M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$18.1M

Top Sellers

1
CC
1
Callan Capital
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$19.1M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$0
4
CNB
4
City National Bank
California
$134M
5
HCM
5
Hengehold Capital Management
Ohio
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
RBC
301
Ronald Blue & Co
Georgia
$358K 4,973 +4,973 New
Simplex Trading
302
Simplex Trading
Illinois
$355K 4,922 +4,922 New
CIA
303
Choate Investment Advisors
Massachusetts
$354K 4,905 – –
TFA
304
Transamerica Financial Advisors
Florida
$352K 4,869 +1,266 +35%
MWM
305
Mission Wealth Management
California
$349K 4,842 – –
PWW
306
Pettyjohn Wood & White
Virginia
$349K 4,835 +150 +3%
EWM
307
Evercore Wealth Management
New York
$347K 4,800 -1,597 -25%
AAS
308
Annex Advisory Services
Wisconsin
$332K 4,603 -51 -1%
LNC
309
Lincoln National Corp
Pennsylvania
$313K 4,299 -10,602 -71%
AA
310
Advisory Alpha
Michigan
$313K 4,344 +372 +9%
BSB
311
Bangor Savings Bank
Maine
$310K 4,295 +114 +3%
AAA
312
Adams Asset Advisors
Texas
$309K 4,286 – –
AAM
313
Aureus Asset Management
Massachusetts
$299K 4,149 -26 -0.6%
PAS
314
Partnervest Advisory Services
California
$298K 4,125 +21 +0.5%
KWMG
315
King Wealth Management Group
Florida
$294K 4,073 – –
FIM
316
Frontier Investment Management
Texas
$294K 4,078 +18 +0.4%
FFBTD
317
First Financial Bank - Trust Division
Ohio
$293K 4,055 – –
TH
318
TCTC Holdings
Texas
$289K 4,000 – –
AIM
319
Acropolis Investment Management
Missouri
$288K 3,990 – –
RIA
320
Regal Investment Advisors
Michigan
$288K 4,000 +200 +5%
CL
321
CPWM LLC
Washington
$286K 3,964 +77 +2%
SNT
322
Security National Trust
West Virginia
$282K 3,900 – –
CFA
323
Carroll Financial Associates
North Carolina
$276K 3,645 +4 +0.1%
GWS
324
Glassman Wealth Services
Virginia
$275K 3,810 – –
Bessemer Group
325
Bessemer Group
New Jersey
$274K 3,802 +3,688 +3,235%
11 12
13
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