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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 %
KFA
326
Kays Financial Advisory
Georgia
$272K 3,769 -128 -3%
LIM
327
Loudon Investment Management
New Hampshire
$270K 3,735 +635 +20%
SMC
328
Smith, Moore & Co
Missouri
$269K 3,731 +112 +3%
JPTCCM
329
J.P. Turner & Co Capital Management
Georgia
$268K 3,737 -1,610 -30%
NAMP
330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K 3,715 +240 +7%
TCM
331
TD Capital Management
Tennessee
$267K 3,694 -13,057 -78%
AL
332
Aspiriant LLC
California
$265K 3,524 – –
OFS
333
Orrstown Financial Services
Pennsylvania
$264K 3,657 -1,700 -32%
BAS
334
Brown Advisory Securities
Maryland
$261K 3,609 +3,609 New
NA
335
Nottingham Advisors
New York
$258K 3,575 -800 -18%
CWA
336
Cypress Wealth Advisors
California
$256K 3,544 +3 +0.1%
GC
337
Garde Capital
Washington
$255K 3,531 -146 -4%
BPB
338
Badgley, Phelps & Bell
Washington
$252K 3,492 +300 +9%
PWLP
339
Prio Wealth Limited Partnership
Massachusetts
$251K 3,485 +150 +4%
EVM
340
Eaton Vance Management
Massachusetts
$250K 3,469 – –
FAB
341
First American Bank
Illinois
$250K 3,464 – –
NEPWA
342
New England Private Wealth Advisors
Massachusetts
$248K 3,445 +3,445 New
FMBTD
343
First Midwest Bank Trust Division
Illinois
$239K 3,311 – –
IH
344
IFC Holdings
Florida
$239K 3,307 +500 +18%
EWA
345
Exencial Wealth Advisors
Oklahoma
$238K 3,294 +3,294 New
CB
346
Commerce Bank
Missouri
$236K 3,275 +361 +12%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$235K 3,250 – –
BFA
348
Bragg Financial Advisors
North Carolina
$232K 3,209 +191 +6%
NG
349
NatWest Group
United Kingdom
$229K 3,183 +3,183 New
SSWM
350
Smith Salley Wealth Management
North Carolina
$226K 3,127 -150 -5%
12 13
14
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