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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 %
AIM
401
Advantage Investment Management
Iowa
$59K +$59K +750 New
GWA
402
Genesis Wealth Advisors
Massachusetts
$58.6K +$58.6K +735 New
FBT
403
Founders Bank & Trust
Michigan
$55K – – –
AA
404
Apriem Advisors
California
$55K +$1.11K +14 +2%
BC
405
Bartlett & Co
Ohio
$47K – – –
MA
406
MUFG Americas
New York
$46K – – –
TCM
407
Tradewinds Capital Management
Washington
$44K – – –
Parallax Volatility Advisers
408
Parallax Volatility Advisers
California
$43K -$87.5K -1,119 -67%
VCM
409
Vigilant Capital Management
Maine
$42K – – –
Canada Life
410
Canada Life
Manitoba, Canada
$42K +$2.53K +32 +6%
TIM
411
Tortoise Investment Management
New York
$41K +$2.11K +27 +5%
UFA
412
US Financial Advisors
Massachusetts
$35K +$35K +450 New
Bessemer Group
413
Bessemer Group
New Jersey
$31K – – –
SFPIA
414
Stevens First Principles Investment Advisors
California
$29K – – –
PCTC
415
Perkins Coie Trust Company
Washington
$29K – – –
GI
416
Gradient Investments
Minnesota
$29K – – –
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
CFA
418
CT Financial Advisors
Pennsylvania
$22.7K +$22.7K +287 New
WRM
419
Westport Resources Management
Connecticut
$22K – – –
MCM
420
Manchester Capital Management
Vermont
$22K – – –
NSIM
421
North Star Investment Management
Illinois
$20K – – –
SGC
422
South Georgia Capital
Illinois
$17K – – –
MAS
423
Madden Advisory Services
Florida
$16K -$44.6K -558 -74%
RFA
424
Reilly Financial Advisors
California
$16K – – –
WAM
425
Wallington Asset Management
Indiana
$14K – – –
15 16
17
18 19