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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 %
HCA
351
Hillview Capital Advisors
Pennsylvania
$243K +$243K +3,081 New
OC
352
Oarsman Capital
Wisconsin
$242K -$38.3K -486 -14%
GC
353
Garde Capital
Washington
$241K – – –
Truist Financial
354
Truist Financial
North Carolina
$238K – – –
BCP
355
Blue Chip Partners
Michigan
$236K +$236K +2,991 New
I
356
IberiaBank
Louisiana
$234K +$8.03K +102 +4%
IT
357
Investors Trust
Texas
$233K – – –
BPB
358
Badgley, Phelps & Bell
Washington
$233K +$233K +2,951 New
GA
359
Geneva Advisors
Illinois
$223K +$223K +2,829 New
ONB
360
Old National Bancorp
Indiana
$218K – – –
CB
361
Commerce Bank
Missouri
$215K +$215K +2,725 New
T
362
Thomaspartners
Massachusetts
$214K +$214K +2,713 New
WPC
363
Waters Parkerson & Co
Louisiana
$213K – – –
IT
364
Independence Trust
Tennessee
$210K +$210K +2,670 New
FFA
365
First Foundation Advisors
California
$208K +$208K +2,642 New
Franklin Resources
366
Franklin Resources
California
$205K -$477K -6,050 -70%
MAA
367
Matrix Asset Advisors
New York
$205K -$40.6K -515 -17%
AllianceBernstein
368
AllianceBernstein
Tennessee
$204K – – –
FFC
369
First Financial Corp
Indiana
$202K -$62.1K -790 -24%
IH
370
IFC Holdings
Florida
$201K +$201K +2,534 New
MBT
371
Monroe Bank & Trust
Michigan
$201K +$201K +2,545 New
ASN
372
Advisory Services Network
Georgia
$187K +$187K +2,400 New
WF
373
WealthTrust Fairport
Ohio
$167K – – –
Schroder Investment Management Group
374
Schroder Investment Management Group
United Kingdom
$157K -$78.7K -1,000 -33%
PWM
375
ParenteBeard Wealth Management
Pennsylvania
$141K -$1.29M -101,391 -90%
13 14
15
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