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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

464 hedge funds and large institutions have $4.89B invested in SPDR S&P Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 168 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+25
Holders Change %
+5.69%
% of All Funds
12.18%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
1.1%
New
60
Increased
152
Reduced
168
Closed
30
Calls
$21.7M
Puts
$9.82M
Net Calls
+$11.9M
Net Calls Change
-$1.88M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.42B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$176M
3
Wells Fargo
Wells Fargo
California
$252M
4
LPL Financial
LPL Financial
California
$120M
5
UBS Group
UBS Group
Switzerland
$213M

Top Sellers

1
GFG
Gray Financial Group
Georgia
$14.2M
2
HNB
Huntington National Bank
Ohio
$38.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$10.4M
4
CC
Curian Capital
Colorado
$13.3M
5
HighTower Advisors
HighTower Advisors
Illinois
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
451
Focused Wealth Management
New York
$11K – – –
BWA
452
Burt Wealth Advisors
Maryland
$11K – – –
KM
453
Kalos Management
Georgia
$11K – – –
CBT
454
Central Bank & Trust
Kentucky
$10K – – –
PRS
455
Pinkerton Retirement Specialists
Idaho
$9K +$9K +125 New
PSI
456
Pinnacle Summer Investments
Virginia
$8K -$762K -9,720 -99%
CB
457
Community Bank
New York
$8K +$8K +110 New
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$7.36K -$88.3K -1,200 -92%
BIM
459
BlackRock Investment Management
Delaware
$7K – – –
TDC
460
Thompson Davis & Co
Virginia
$7K +$7K +100 New
EMA
461
Efficient Market Advisors
California
$7K +$7K +100 New
KCPG
462
Kavar Capital Partners Group
Kansas
$6K -$42.2K -598 -88%
PFS
463
Physicians Financial Services
North Carolina
$6K +$6K +77 New
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4K +57 New
CWM
465
Catamount Wealth Management
Connecticut
$2K – – –
Manulife (Manufacturers Life Insurance)
466
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4K -$4 -54 -0.3%
RCG
467
Ruggie Capital Group
Florida
– -$11.4M -146,895 Closed
TRCT
468
Tower Research Capital (TRC)
New York
– -$3.25M -45,046 Closed
VF
469
Virtu Financial
New York
– -$1.08M -14,972 Closed
TSWM
470
Triangle Securities Wealth Management
North Carolina
– -$946K -13,105 Closed
EC
471
Estate Counselors
Wisconsin
– -$876K -12,150 Closed
AG
472
AIA Group
Hong Kong
– -$870K -12,050 Closed
B
473
Bailard
California
– -$846K -11,730 Closed
Natixis Advisors
474
Natixis Advisors
Massachusetts
– -$762K -10,553 Closed
CPS
475
Counsel Portfolio Services
Ontario, Canada
– -$730K -10,113 Closed
16 17 18
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