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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
1
Managed Account Advisors
New Jersey
$517M
2
CNB
2
City National Bank
California
$160M
3
Bank of America
3
Bank of America
North Carolina
$383M
4
SMM
4
Stadion Money Management
Georgia
$41M
5
Goldman Sachs
5
Goldman Sachs
New York
$114M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$43M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$50.4M
3
SWM
3
Strategic Wealth Management
Washington
$0
4
SB
4
Suntrust Banks
Georgia
$120M
5
MG
5
Mather Group
Illinois
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MB
26
Mizuho Bank
Japan
$41M +$9.46M +120,000 +30%
UCFA
27
United Capital Financial Advisors
Texas
$40.5M -$2.07M -26,234 -5%
SPIA
28
Strategic Point Investment Advisors
Rhode Island
$38.5M +$520K +6,595 +1%
DWM
29
Destination Wealth Management
California
$37.4M -$114K -1,444 -0.3%
Ameriprise
30
Ameriprise
Minnesota
$32M -$4.27M -54,201 -12%
LW
31
Linscomb Wealth
Texas
$31.2M +$481K +6,106 +2%
1SB
32
1ST Source Bank
Indiana
$30.4M +$2.49M +31,644 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$30.3M +$3.71M +47,092 +14%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.9M -$2.89M -36,666 -9%
Stifel Financial
35
Stifel Financial
Missouri
$27.5M +$23.2M +294,346 +539%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$26.2M +$236K +3,000 +0.9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$24.9M +$365K +4,638 +1%
BMM
38
Berkshire Money Management
Massachusetts
$24.8M +$976K +12,383 +4%
M&T Bank
39
M&T Bank
New York
$24.6M -$360K -4,562 -1%
SC
40
Scotia Capital
Ontario, Canada
$23.4M -$717K -9,121 -3%
MIH
41
Madison Investment Holdings
Wisconsin
$23.3M +$804K +10,198 +4%
CIBC Asset Management
42
CIBC Asset Management
Ontario, Canada
$23.1M +$23.1M +293,320 New
MG
43
Mather Group
Illinois
$22.1M -$6.06M -76,901 -21%
SC
44
Stratford Consulting
Texas
$22.1M +$751K +9,527 +4%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$21.1M +$1.96M +24,916 +10%
MCM
46
MAI Capital Management
Ohio
$20.7M +$20.7M +262,779 New
FCI
47
Financial Counselors Inc
Kansas
$20.6M -$3.96M -50,203 -16%
KA
48
Klingman & Associates
New York
$20.5M +$20.5M +260,249 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$20.2M +$2.17M +27,532 +12%
HCM
50
Hengehold Capital Management
Ohio
$19.9M +$40K +508 +0.2%
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