SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

447 hedge funds and large institutions have $4.73B invested in SPDR S&P Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 151 reducing their positions, and 27 closing their positions.

Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
11.92%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
41
Increased
177
Reduced
151
Closed
27
Calls
$2.45M
Puts
$1.9M
Net Calls
+$549K
Net Calls Change
+$1.21M

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$42.7M
2
HNB
2
Huntington National Bank
Ohio
$42.5M
3
RJA
3
Raymond James & Associates
Florida
$141M
4
Morgan Stanley
4
Morgan Stanley
New York
$353M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$241M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$365M
2
Goldman Sachs
2
Goldman Sachs
New York
$62.3M
3
SMM
3
Stadion Money Management
Georgia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.37M
5
MG
5
Mather Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BUB
26
BBVA USA Bancshares
Texas
$40.1M 512,843 -11,456 -2%
SPIA
27
Strategic Point Investment Advisors
Rhode Island
$38.6M 493,843 +5,049 +1%
UCFA
28
United Capital Financial Advisors
Texas
$36.8M 473,320 -40,842 -8%
DWM
29
Destination Wealth Management
California
$36.1M 461,805 -12,536 -3%
1SB
30
1ST Source Bank
Indiana
$32.6M 417,341 +31,092 +8%
LW
31
Linscomb Wealth
Texas
$32M 408,804 +12,608 +3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$30.3M 387,236 +3,271 +0.9%
BMM
33
Berkshire Money Management
Massachusetts
$28.2M 360,890 +46,476 +15%
Ameriprise
34
Ameriprise
Minnesota
$26.2M 335,480 -71,305 -18%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$24.1M 307,769 -8,190 -3%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$23.9M 305,681 +49,112 +19%
SC
37
Scotia Capital
Ontario, Canada
$23.8M 303,762 +5,797 +2%
MIH
38
Madison Investment Holdings
Wisconsin
$23.7M 302,458 +6,999 +2%
SC
39
Stratford Consulting
Texas
$22.7M 289,909 +9,978 +4%
M&T Bank
40
M&T Bank
New York
$22.5M 288,314 -23,628 -8%
MCM
41
MAI Capital Management
Ohio
$21.3M 272,204 +9,425 +4%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$20.5M 262,684 -5,298 -2%
KA
43
Klingman & Associates
New York
$20.3M 259,849 -400 -0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$19.6M 251,162 +26,549 +12%
FCI
45
Financial Counselors Inc
Kansas
$19.6M 250,371 -11,496 -4%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.4M 247,590 -106,529 -30%
CIBC Asset Management
47
CIBC Asset Management
Ontario, Canada
$19.1M 243,990 -49,330 -17%
HCM
48
Hengehold Capital Management
Ohio
$18.5M 236,311 -16,142 -6%
CW
49
Cobiz Wealth
Colorado
$18.3M 234,391 -2,220 -0.9%
MGIA
50
Moneta Group Investment Advisors
Missouri
$18M 230,086 +10,484 +5%
1
2
3 4 5