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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 %
State Street
51
State Street
Massachusetts
$19.1M +$286K +3,625 +2%
CW
52
Cobiz Wealth
Colorado
$18.6M -$82.7K -1,049 -0.4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$17.7M +$2.77M +35,209 +19%
PMG
54
ProVise Management Group
Florida
$17.4M +$660K +8,381 +4%
MGIA
55
Moneta Group Investment Advisors
Missouri
$17.3M +$939K +11,921 +6%
CS
56
Credit Suisse
Switzerland
$16.9M -$318K -4,032 -2%
JCM
57
Janney Capital Management
Pennsylvania
$16.8M +$16.8M +213,439 New
EWMCB
58
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$15.9M +$15.9M +201,954 New
William Blair & Company
59
William Blair & Company
Illinois
$15.9M +$94.6K +1,200 +0.6%
ICOA
60
Investment Centers of America
North Dakota
$14.3M -$794K -10,074 -5%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$290K +3,674 +2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$13M -$2.26M -28,652 -15%
RCG
63
Ruggie Capital Group
Florida
$13M +$13M +167,206 New
SAMC
64
Spectrum Asset Management (California)
California
$11.8M +$11.8M +150,120 New
SGAM
65
Steinberg Global Asset Management
Florida
$11.7M +$5.13M +65,107 +78%
BF
66
BOK Financial
Oklahoma
$11.6M +$709 +9 +0%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$11.6M +$2.23M +28,321 +24%
BHB
68
Bank Hapoalim BM
Israel
$11.4M -$24.7K -313 -0.2%
KIA
69
KCM Investment Advisors
California
$10.4M +$661K +8,395 +7%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$10.1M -$184K -2,339 -2%
HighTower Advisors
71
HighTower Advisors
Illinois
$9.7M +$234K +2,973 +2%
KTC
72
Kistler-Tiffany Companies
Pennsylvania
$9.7M +$238K +3,024 +3%
WCMN
73
Westchester Capital Management (Nebraska)
Nebraska
$9.25M -$327K -4,150 -3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$9.22M +$476K +6,045 +5%
CAL
75
Capital Advisors Ltd
Ohio
$8.85M +$523K +6,641 +6%
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