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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
$517M
2
CNB
City National Bank
California
$160M
3
Bank of America
Bank of America
North Carolina
$383M
4
SMM
Stadion Money Management
Georgia
$41M
5
Goldman Sachs
Goldman Sachs
New York
$114M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$43M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$50.4M
3
SWM
Strategic Wealth Management
Washington
$0
4
SB
Suntrust Banks
Georgia
$120M
5
MG
Mather Group
Illinois
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
326
Gerald L. Ray & Associates
Texas
$305K +$788 +10 +0.3%
PAS
327
Partnervest Advisory Services
California
$303K +$13.7K +174 +5%
GWS
328
Glassman Wealth Services
Virginia
$300K +$300K +3,810 New
PRHC
329
P.R. Herzig & Co
New York
$299K – – –
Prudential Financial
330
Prudential Financial
New Jersey
$295K -$98.6K -1,250 -25%
1GA
331
1st Global Advisors
Texas
$295K – – –
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K +$75.7K +960 +35%
AT
333
Arden Trust
Delaware
$292K +$39.3K +500 +16%
VIA
334
Vantage Investment Advisors
Pennsylvania
$285K – – –
GW
335
GW & Wade
Massachusetts
$280K +$280K +3,558 New
SMC
336
Smith, Moore & Co
Missouri
$279K +$7.08K +90 +3%
CL
337
CPWM LLC
Washington
$277K +$9.22K +117 +3%
AA
338
AlphaMark Advisors
Kentucky
$274K -$328K -4,165 -54%
FAB
339
First American Bank
Illinois
$273K – – –
EVM
340
Eaton Vance Management
Massachusetts
$273K – – –
SMG
341
Spectrum Management Group
Indiana
$271K – – –
BPBT
342
Boston Private Bank & Trust
Massachusetts
$265K +$787 +10 +0.3%
SCA
343
Stonebridge Capital Advisors
Minnesota
$259K -$27.8K -353 -10%
FMBTD
344
First Midwest Bank Trust Division
Illinois
$255K +$255K +3,240 New
NAMP
345
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$249K – – –
PWLP
346
Prio Wealth Limited Partnership
Massachusetts
$247K – – –
TNBTD
347
Trustmark National Bank Trust Department
Mississippi
$246K – – –
EWM
348
Empirical Wealth Management
Washington
$245K +$1.26K +16 +0.5%
HCM
349
Howland Capital Management
Massachusetts
$243K -$3.16K -40 -1%
EWA
350
Exencial Wealth Advisors
Oklahoma
$243K – – –
12 13
14
15 16