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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
Managed Account Advisors
New Jersey
$517M
2
CNB
City National Bank
California
$160M
3
Bank of America
Bank of America
North Carolina
$383M
4
SMM
Stadion Money Management
Georgia
$41M
5
Goldman Sachs
Goldman Sachs
New York
$114M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$43M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$50.4M
3
SWM
Strategic Wealth Management
Washington
$0
4
SB
Suntrust Banks
Georgia
$120M
5
MG
Mather Group
Illinois
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
126
Financial Advisory Group
Texas
$3.2M -$572K -7,262 -15%
SPC
127
Sigma Planning Corp
Michigan
$3.04M +$3.04M +38,522 New
MWP
128
MYCIO Wealth Partners
Pennsylvania
$2.9M +$2.58M +32,702 +805%
SJIM
129
St. Johns Investment Management
Florida
$2.88M -$36.9K -468 -1%
1IA
130
1834 Investment Advisors
Wisconsin
$2.87M -$26.6K -337 -0.9%
RIA
131
Regal Investment Advisors
Michigan
$2.84M -$170K -2,157 -6%
Northern Trust
132
Northern Trust
Illinois
$2.77M +$307K +3,895 +12%
TCOV
133
Trust Company of Vermont
Vermont
$2.75M +$4.96K +63 +0.2%
HCM
134
Hollencrest Capital Management
California
$2.73M +$99K +1,256 +4%
MA
135
Montag & Associates
Georgia
$2.62M +$41K +520 +2%
GGPS
136
Gary Goldberg Planning Services
New York
$2.61M +$65.2K +828 +3%
BAAM
137
Baker Avenue Asset Management
California
$2.6M -$1.13M -14,277 -30%
CCG
138
Cypress Capital Group
Florida
$2.6M +$674K +8,550 +35%
WB
139
WesBanco Bank
West Virginia
$2.57M +$125K +1,584 +5%
AFG
140
Albion Financial Group
Utah
$2.56M -$161K -2,047 -6%
CWM
141
Concert Wealth Management
California
$2.55M -$92.5K -1,170 -4%
FBNAT
142
FirstMerit Bank N.A. Trustee
Ohio
$2.55M -$145K -1,836 -5%
CIC
143
Carnegie Investment Counsel
Ohio
$2.53M -$33.7K -426 -1%
FNBT
144
FineMark National Bank & Trust
Florida
$2.49M -$43.3K -550 -2%
VFS
145
VSR Financial Services
Kansas
$2.45M +$9.46K +120 +0.4%
SF
146
Synovus Financial
Georgia
$2.44M +$366K +4,637 +18%
KA
147
Kovack Advisors
Florida
$2.4M +$599K +7,599 +33%
NFG
148
Nadler Financial Group
Illinois
$2.37M -$107K -1,360 -4%
BAC
149
Boys Arnold & Co
North Carolina
$2.35M +$75.7K +960 +3%
OC
150
Oppenheimer & Co
New York
$2.27M +$318K +4,037 +16%
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