SDY icon

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 %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$8.79M 115,303 -17,238 -13%
CAL
77
Capital Advisors Ltd
Ohio
$8.78M 115,175 -889 -0.8%
HA
78
Harfst & Associates
Wyoming
$8.62M 113,150 +113,150 New
DW
79
Domani Wealth
Pennsylvania
$8.48M 111,276 +101,580 +1,048%
SIA
80
Starfire Investment Advisers
Michigan
$8.08M 105,977 +49 +0%
NPC
81
National Planning Corporation
California
$7.82M 100,866 +6,040 +6%
HCP
82
Holt Capital Partners
Texas
$6.74M 88,409 +5,266 +6%
CAN
83
Cetera Advisor Networks
California
$6.61M 84,425 – –
WA
84
WealthTrust-Arizona
Arizona
$6.39M 83,902 -5,438 -6%
RBC
85
Roble Belko & Company
Pennsylvania
$6.14M 80,599 -3,385 -4%
AIG
86
American International Group
New York
$6.14M 80,553 +2,362 +3%
Creative Planning
87
Creative Planning
Kansas
$5.92M 77,685 -1,017 -1%
PBT
88
Pictet Bank & Trust
Bahamas
$5.75M 75,450 -1,000 -1%
HH
89
Hilltop Holdings
Texas
$5.35M 70,162 +2,748 +4%
Stifel Financial
90
Stifel Financial
Missouri
$5.24M 68,794 +25,640 +59%
SHWM
91
Smith & Howard Wealth Management
Georgia
$5.24M 68,770 -4,462 -6%
AC
92
Alexandria Capital
Virginia
$5.16M 67,641 -5,592 -8%
FA
93
Fagan Associates
New York
$5.14M 67,423 +815 +1%
NCM
94
Neumann Capital Management
California
$5.06M 66,445 -2,150 -3%
Citigroup
95
Citigroup
New York
$5.06M 66,383 +7,095 +12%
State Street
96
State Street
Massachusetts
$4.99M 65,448 -97,851 -60%
DG
97
Davidson & Garrard
Virginia
$4.95M 64,886 -1,801 -3%
LWA
98
Lowe Wealth Advisors
Maryland
$4.83M 63,332 +2,715 +4%
WTC
99
WhitTier Trust Company
Nevada
$4.66M 61,159 -1,500 -2%
BHTS
100
Bar Harbor Trust Services
Maine
$4.41M 57,910 -1,089 -2%
2 3
4
5 6