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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 %
FIM
326
Frontier Investment Management
Texas
$309K 4,060 -477 -11%
FFBTD
327
First Financial Bank - Trust Division
Ohio
$309K 4,055 – –
TH
328
TCTC Holdings
Texas
$305K 4,000 – –
AIM
329
Acropolis Investment Management
Missouri
$304K 3,990 – –
AA
330
Advisory Alpha
Michigan
$303K 3,972 -499 -11%
KFA
331
Kays Financial Advisory
Georgia
$297K 3,897 -106 -3%
SNT
332
Security National Trust
West Virginia
$297K 3,900 – –
CL
333
CPWM LLC
Washington
$296K 3,887 +318 +9%
GT
334
Glenmede Trust
Pennsylvania
$294K 3,868 -432 -10%
GWS
335
Glassman Wealth Services
Virginia
$290K 3,810 – –
RIA
336
Regal Investment Advisors
Michigan
$289K 3,800 -31,405 -89%
GC
337
Garde Capital
Washington
$280K 3,677 -67 -2%
NL
338
NWAM LLC
Washington
$280K 4,000 +4,000 New
CFA
339
Carroll Financial Associates
North Carolina
$277K 3,641 +33 +0.9%
SMC
340
Smith, Moore & Co
Missouri
$276K 3,619 +59 +2%
VIA
341
Vantage Investment Advisors
Pennsylvania
$275K 3,611 -2,716 -43%
TFA
342
Transamerica Financial Advisors
Florida
$275K 3,603 -651 -15%
GLRA
343
Gerald L. Ray & Associates
Texas
$270K 3,541 -333 -9%
CWA
344
Cypress Wealth Advisors
California
$270K 3,541 +3,541 New
AL
345
Aspiriant LLC
California
$269K 3,524 +3,524 New
NAMP
346
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$265K 3,475 – –
EVM
347
Eaton Vance Management
Massachusetts
$264K 3,469 – –
FAB
348
First American Bank
Illinois
$264K 3,464 – –
NAM
349
North American Management
Massachusetts
$263K 3,446 -250 -7%
PWLP
350
Prio Wealth Limited Partnership
Massachusetts
$254K 3,335 +50 +2%
12 13
14
15 16