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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 %
FMBTD
351
First Midwest Bank Trust Division
Illinois
$252K 3,311 -435 -12%
SSWM
352
Smith Salley Wealth Management
North Carolina
$250K 3,277 – –
FANJ
353
Financial Architects (New Jersey)
New Jersey
$248K 3,250 – –
BPB
354
Badgley, Phelps & Bell
Washington
$243K 3,192 -82 -3%
SCA
355
Stonebridge Capital Advisors
Minnesota
$242K 3,171 -936 -23%
OC
356
Oarsman Capital
Wisconsin
$239K 3,138 +265 +9%
OWD
357
Osborn Williams & Donohoe
Ohio
$236K 3,100 -1,500 -33%
LIM
358
Loudon Investment Management
New Hampshire
$236K 3,100 +3,100 New
HCM
359
Howland Capital Management
Massachusetts
$235K 3,081 – –
SAM
360
Summit Asset Management
Tennessee
$234K 3,068 – –
FFA
361
First Foundation Advisors
California
$230K 3,023 -3,000 -50%
BFA
362
Bragg Financial Advisors
North Carolina
$230K 3,018 +3,018 New
IT
363
Investors Trust
Texas
$229K 2,953 – –
BCP
364
Blue Chip Partners
Michigan
$228K 2,991 – –
AssetMark Inc
365
AssetMark Inc
California
$226K 2,961 -28 -0.9%
Neuberger Berman Group
366
Neuberger Berman Group
New York
$224K 2,933 -35 -1%
WF
367
WealthTrust Fairport
Ohio
$224K 2,939 +2,939 New
CB
368
Commerce Bank
Missouri
$222K 2,914 -315 -10%
IH
369
IFC Holdings
Florida
$218K 2,807 +128 +5%
AllianceBernstein
370
AllianceBernstein
Tennessee
$215K 2,818 -1,207 -30%
FIM
371
Freedom Investment Management
Connecticut
$208K 2,728 -7,655 -74%
WPC
372
Waters Parkerson & Co
Louisiana
$206K 2,706 – –
HIMC
373
Heritage Investors Management Corp
Maryland
$203K 2,664 +2,664 New
GI
374
Gradient Investments
Minnesota
$189K 2,479 +1,901 +329%
ASN
375
Advisory Services Network
Georgia
$185K 2,400 – –
13 14
15
16 17