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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 %
SMG
376
Spectrum Management Group
Indiana
$181K 2,380 -615 -21%
MBT
377
Monroe Bank & Trust
Michigan
$173K 2,275 -270 -11%
IWM
378
Integrated Wealth Management
California
$167K 2,189 +340 +18%
FFC
379
First Financial Corp
Indiana
$164K 2,158 +248 +13%
BCM
380
Brookstone Capital Management
Illinois
$154K 2,020 +2,020 New
Schroder Investment Management Group
381
Schroder Investment Management Group
United Kingdom
$128K 1,679 – –
CAL
382
Capital Analysts LLC
Pennsylvania
$120K 1,575 -4 -0.3%
HDIM
383
Hanson & Doremus Investment Management
Vermont
$117K 1,530 – –
BEAM
384
Baker Ellis Asset Management
Washington
$111K 1,460 – –
WRM
385
Westport Resources Management
Connecticut
$109K 1,433 -3,961 -73%
NFG
386
Next Financial Group
Texas
$105K 1,390 – –
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$99.6K 1,300 – –
AA
388
AlphaMark Advisors
Kentucky
$98K 1,283 -200 -13%
TCM
389
Tradewinds Capital Management
Washington
$96K 1,265 +707 +127%
MA
390
MUFG Americas
New York
$94K 1,232 +112 +10%
JFGIW
391
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K 1,225 -2,490 -67%
EWM
392
Endurance Wealth Management
Rhode Island
$93K 1,220 +1,220 New
M
393
MOTCO
Texas
$91K 1,190 – –
KT
394
Kanaly Trust
Texas
$88K 1,150 – –
BBPWM
395
Blue Bell Private Wealth Management
Pennsylvania
$84K 1,100 – –
TIM
396
Tortoise Investment Management
New York
$78K 1,025 +500 +95%
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$76K 1,003 – –
NC
398
NewSquare Capital
Pennsylvania
$74K 976 – –
S
399
SignatureFD
Georgia
$74K 977 – –
CA
400
CapWealth Advisors
Tennessee
$73K 953 -635 -40%
14 15
16
17 18