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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.

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 %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$8.79M +$1.07M +13,622 +14%
WT
77
Whittier Trust
California
$8.67M +$2.95M +37,476 +52%
Barclays
78
Barclays
United Kingdom
$8.53M +$1.01M +12,969 +13%
Citigroup
79
Citigroup
New York
$8.29M +$2.41M +30,530 +41%
DLHL
80
Donald L. Hagan LLC
Florida
$8.12M +$8.12M +103,089 New
NPC
81
National Planning Corporation
California
$8.06M -$77.5K -993 -1%
B
82
Baird
Wisconsin
$7.92M +$469K +5,950 +6%
LNB
83
Ledyard National Bank
$7.88M -$109K -1,378 -1%
FA
84
Fagan Associates
New York
$7.74M +$278K +3,523 +4%
SPL
85
Smart Portfolios LLC
Washington
$7.56M -$1.84M -24,361 -20%
MFS
86
MSI Financial Services
Massachusetts
$7.49M -$3.65M -46,284 -33%
WA
87
WealthTrust-Arizona
Arizona
$7.33M -$387K -4,910 -5%
AIG
88
American International Group
New York
$7.15M +$392K +4,972 +6%
PAG
89
Private Advisor Group
New Jersey
$7.1M -$102K -1,293 -1%
CAN
90
Cetera Advisor Networks
California
$7.03M +$434K +5,493 +7%
Creative Planning
91
Creative Planning
Kansas
$6.53M +$7.72K +98 +0.1%
AssetMark Inc
92
AssetMark Inc
California
$6.53M +$6.27M +79,546 +2,419%
AIM
93
Aspen Investment Management
Michigan
$6.52M +$29.2K +370 +0.4%
HCP
94
Holt Capital Partners
Texas
$6.3M +$77.6K +985 +1%
PBT
95
Pictet Bank & Trust
Bahamas
$6.02M -$2.17M -27,600 -27%
HH
96
Hilltop Holdings
Texas
$5.96M +$52.8K +670 +0.9%
AC
97
Alexandria Capital
Virginia
$5.94M -$221K -2,804 -4%
SHWM
98
Smith & Howard Wealth Management
Georgia
$5.83M – – –
NCM
99
Neumann Capital Management
California
$5.33M +$5.33M +67,595 New
NES
100
New England Securities
New York
$5.25M -$2.12M -26,870 -29%
2 3
4
5 6