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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

444 hedge funds and large institutions have $4.32B invested in SPDR S&P Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 196 reducing their positions, and 33 closing their positions.

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.97%
Holding in Top 10
48
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.11%
% of All Funds
1.29%
New
36
Increased
130
Reduced
196
Closed
33
Calls
$15.2M
Puts
$541K
Net Calls
+$14.6M
Net Calls Change
+$14.1M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$420M
2
BC
2
Brinker Capital
Pennsylvania
$21.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$13.1M
4
HA
4
Harfst & Associates
Wyoming
$8.62M
5
DWM
5
Destination Wealth Management
California
$43.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$301M
2
ACM
2
Aviance Capital Management
Florida
$0
3
HNB
3
Huntington National Bank
Ohio
$40.4M
4
Bank of America
4
Bank of America
North Carolina
$334M
5
MB
5
Mizuho Bank
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
26
Linscomb Wealth
Texas
$30.8M 404,434 -4,370 -1%
1SB
27
1ST Source Bank
Indiana
$30.4M 399,512 -17,829 -4%
BMM
28
Berkshire Money Management
Massachusetts
$28M 367,152 +6,262 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$23.4M 306,489 +808 +0.3%
Ameriprise
30
Ameriprise
Minnesota
$23.3M 305,854 -29,626 -9%
SC
31
Scotia Capital
Ontario, Canada
$22.7M 299,973 -3,789 -1%
SC
32
Stratford Consulting
Texas
$22.5M 294,631 +4,722 +2%
BC
33
Brinker Capital
Pennsylvania
$21.9M 287,695 +267,052 +1,294%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$21.6M 283,665 -24,104 -8%
SPIA
35
Strategic Point Investment Advisors
Rhode Island
$21.6M 283,142 -210,701 -43%
M&T Bank
36
M&T Bank
New York
$21M 275,743 -12,571 -4%
MCM
37
MAI Capital Management
Ohio
$20.6M 270,247 -1,957 -0.7%
MIH
38
Madison Investment Holdings
Wisconsin
$19.9M 261,573 -40,885 -14%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$19.7M 259,059 -3,625 -1%
KA
40
Klingman & Associates
New York
$19.7M 258,489 -1,360 -0.5%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$19.4M 254,405 +3,243 +1%
CIBC Asset Management
42
CIBC Asset Management
Ontario, Canada
$18.6M 243,990 – –
FCI
43
Financial Counselors Inc
Kansas
$18.5M 242,192 -8,179 -3%
MWP
44
MYCIO Wealth Partners
Pennsylvania
$18.3M 240,231 +82,966 +53%
CW
45
Cobiz Wealth
Colorado
$17.6M 231,119 -3,272 -1%
MGIA
46
Moneta Group Investment Advisors
Missouri
$17.6M 230,873 +787 +0.3%
HCM
47
Hengehold Capital Management
Ohio
$17.3M 227,105 -9,206 -4%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.7M 218,608 -28,982 -12%
PMG
49
ProVise Management Group
Florida
$16.5M 216,675 -7,548 -3%
ICOA
50
Investment Centers of America
North Dakota
$16.5M 216,524 -3,739 -2%
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