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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 %
FWM
426
Focused Wealth Management
New York
$12K – – –
BWA
427
Burt Wealth Advisors
Maryland
$12K +$12K +154 New
BAM
428
Brave Asset Management
New Jersey
$11K – – –
W
429
Wealthfront
California
$11K +$11K +144 New
CFN
430
Cordasco Financial Network
Florida
$10K -$143K -1,859 -93%
BOK
431
Bank of Kentucky
Kentucky
$9K – – –
FAM
432
Formidable Asset Management
Ohio
$9K – – –
TRCT
433
Tower Research Capital (TRC)
New York
$8K +$8K +100 New
BRWA
434
B. Riley Wealth Advisors
Florida
$6.85K +$1.29K +4,002 +23%
First Manhattan
435
First Manhattan
New York
$6K – – –
RC
436
RegentAtlantic Capital
New Jersey
$5.44K +$5.44K +69 New
NDSI
437
Newman Dignan & Sheerar Inc
Rhode Island
$2.39K -$104 -1,316 -4%
ARMC
438
American Research & Management Company
Massachusetts
$2K – – –
CWM
439
Catamount Wealth Management
Connecticut
$2K +$2K +25 New
Manulife (Manufacturers Life Insurance)
440
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84K +$92 +1,162 +5%
SWM
441
Strategic Wealth Management
Washington
– -$7.49M -99,883 Closed
ACM
442
Argentus Capital Management
Texas
– -$4.31M -57,479 Closed
Two Sigma Advisers
443
Two Sigma Advisers
New York
– -$989K -13,200 Closed
RC
444
Randolph Company
Ohio
– -$929K -12,400 Closed
Two Sigma Investments
445
Two Sigma Investments
New York
– -$704K -9,400 Closed
EWM
446
Evercore Wealth Management
New York
– -$358K -4,800 Closed
CA
447
CapWealth Advisors
Tennessee
– -$251K -3,352 Closed
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
– -$225K -3,013 Closed
RWM
449
RKL Wealth Management
Pennsylvania
– -$212K -2,835 Closed
FIG
450
Fusion Investment Group
Pennsylvania
– -$150K -2,001 Closed
15 16 17
18
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