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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
Bank of America
North Carolina
$1.42B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$176M
3
Wells Fargo
Wells Fargo
California
$252M
4
LPL Financial
LPL Financial
California
$120M
5
UBS Group
UBS Group
Switzerland
$213M

Top Sellers

1
GFG
Gray Financial Group
Georgia
$14.2M
2
HNB
Huntington National Bank
Ohio
$38.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.4M
4
CC
Curian Capital
Colorado
$13.3M
5
HighTower Advisors
HighTower Advisors
Illinois
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
326
King Wealth Management Group
Florida
$300K – – –
CCMG
327
Clark Capital Management Group
Pennsylvania
$297K +$297K +4,032 New
AIM
328
Acropolis Investment Management
Missouri
$294K – – –
TH
329
TCTC Holdings
Texas
$294K – – –
DK
330
Darrell & King
Virginia
$293K +$293K +3,985 New
FIM
331
Frontier Investment Management
Texas
$286K -$13.6K -185 -5%
SNT
332
Security National Trust
West Virginia
$286K – – –
EVM
333
Eaton Vance Management
Massachusetts
$285K +$29.7K +403 +12%
NA
334
Navellier & Associates
Nevada
$283K +$283K +3,850 New
CL
335
CPWM LLC
Washington
$280K -$11.3K -154 -4%
GWS
336
Glassman Wealth Services
Virginia
$280K – – –
PWLP
337
Prio Wealth Limited Partnership
Massachusetts
$279K +$22.8K +310 +9%
SMC
338
Smith, Moore & Co
Missouri
$277K +$2.79K +38 +1%
JFA
339
JNBA Financial Advisors
Minnesota
$276K -$151K -2,047 -35%
KFA
340
Kays Financial Advisory
Georgia
$275K -$2.43K -33 -0.9%
NAMP
341
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K – – –
GC
342
Grimes & Company
Massachusetts
$270K +$270K +3,672 New
NA
343
Nottingham Advisors
New York
$263K – – –
CWA
344
Cypress Wealth Advisors
California
$262K +$1.25K +17 +0.5%
GC
345
Garde Capital
Washington
$260K – – –
Neuberger Berman Group
346
Neuberger Berman Group
New York
$260K +$49.3K +670 +23%
MWAC
347
Mariner Wealth Advisors (Cincinnati)
Ohio
$259K +$259K +3,514 New
BCP
348
Berkeley Capital Partners
Georgia
$259K +$259K +3,521 New
NEPWA
349
New England Private Wealth Advisors
Massachusetts
$257K +$2.95K +40 +1%
CFA
350
Carroll Financial Associates
North Carolina
$256K -$11.9K -162 -4%
12 13
14
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