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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.

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

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$14.2M
2
HNB
2
Huntington National Bank
Ohio
$38.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.4M
4
CC
4
Curian Capital
Colorado
$13.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$24.6M +$3.11M +42,467 +14%
SWP
27
Stratos Wealth Partners
Ohio
$24.2M +$19.7M +268,081 +443%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$23.7M +$5.36M +72,796 +29%
MCM
29
MAI Capital Management
Ohio
$22.4M +$2.99M +40,607 +15%
SC
30
Stratford Consulting
Texas
$22.2M +$562K +7,635 +3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$21.9M +$2.59M +35,162 +13%
SC
32
Scotia Capital
Ontario, Canada
$21.5M – – –
MGIA
33
Moneta Group Investment Advisors
Missouri
$20.4M +$1.55M +21,107 +8%
MFS
34
MSI Financial Services
Massachusetts
$19.9M +$9.72M +132,067 +95%
HighTower Advisors
35
HighTower Advisors
Illinois
$19.4M -$18.3M -248,974 -49%
KA
36
Klingman & Associates
New York
$19.1M +$21K +286 +0.1%
JGIA
37
Jackson Grant Investment Advisers
Connecticut
$18.4M +$18.4M +249,452 New
CIBC Asset Management
38
CIBC Asset Management
Ontario, Canada
$18M – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$17.8M -$395K -5,375 -2%
MWP
40
MYCIO Wealth Partners
Pennsylvania
$17.8M -$2.05M -27,905 -10%
ICOA
41
Investment Centers of America
North Dakota
$17.6M +$820K +11,137 +5%
MIH
42
Madison Investment Holdings
Wisconsin
$17.3M -$1.18M -16,027 -6%
CW
43
Cobiz Wealth
Colorado
$16.6M -$85K -1,156 -0.5%
FCI
44
Financial Counselors Inc
Kansas
$16.4M -$384K -5,216 -2%
M&T Bank
45
M&T Bank
New York
$16.2M -$1.51M -20,494 -9%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$16M -$5.64M -76,620 -26%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$15.8M +$15.8M +215,236 New
PMG
48
ProVise Management Group
Florida
$15.6M -$455K -6,183 -3%
BC
49
Brinker Capital
Pennsylvania
$15.1M -$29.5K -401 -0.2%
William Blair & Company
50
William Blair & Company
Illinois
$14.2M -$403K -5,477 -3%
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