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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 %
QCG
301
Quadrant Capital Group
Ohio
$404K -$151K -2,088 -27%
PWW
302
Pettyjohn Wood & White
Virginia
$396K +$40.4K +550 +11%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$395K +$10.5K +143 +3%
CCFCSB
304
Cape Cod Five Cents Savings Bank
Massachusetts
$390K – – –
BCA
305
Bray Capital Advisors
Florida
$388K -$8.09K -110 -2%
OIA
306
Optimum Investment Advisors
Illinois
$388K +$23.5K +320 +6%
EWM
307
Evercore Wealth Management
New York
$387K +$34.2K +465 +10%
CIA
308
Choate Investment Advisors
Massachusetts
$387K – – –
BDF
309
Balasa Dinverno & Foltz
$384K – – –
VNA
310
Valley National Advisers
Pennsylvania
$383K -$390K -5,297 -50%
TFA
311
Transamerica Financial Advisors
Florida
$376K +$17.2K +233 +5%
CCM
312
Coldstream Capital Management
Washington
$373K – – –
SIA
313
SeaBridge Investment Advisors
New Jersey
$372K -$35.7K -485 -9%
FIM
314
Freedom Investment Management
Connecticut
$370K -$1.09M -14,813 -75%
BWFA
315
Baltimore-Washington Financial Advisors
Maryland
$367K -$696K -9,476 -65%
Citadel Advisors
316
Citadel Advisors
Florida
$366K -$707K -9,618 -66%
GIA
317
Guyasuta Investment Advisors
Pennsylvania
$364K -$5.51K -75 -1%
RIA
318
Regal Investment Advisors
Michigan
$361K +$67K +912 +23%
MWM
319
Mission Wealth Management
California
$356K – – –
CI
320
Cavalier Investments
Georgia
$351K +$351K +4,766 New
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$340K -$25.4K -345 -7%
AAS
322
Annex Advisory Services
Wisconsin
$335K -$3.61K -49 -1%
HSA
323
HBK Sorce Advisory
Pennsylvania
$327K -$38.4K -523 -11%
TG
324
Threshold Group
Washington
$317K +$317K +4,308 New
FFA
325
First Foundation Advisors
California
$305K +$305K +4,145 New
11 12
13
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