SDY icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
WB
126
WesBanco Bank
West Virginia
$2.84M -$136K -1,848 -5%
CCS
127
Crosspoint Capital Strategies
California
$2.84M +$2.69M +34,087 +1,729%
RPA
128
Rock Point Advisors
Vermont
$2.73M -$200K -2,720 -7%
BAAM
129
Baker Avenue Asset Management
California
$2.69M +$791K +10,757 +42%
SF
130
Synovus Financial
Georgia
$2.66M -$97.8K -1,330 -4%
BAM
131
Bruderman Asset Management
New York
$2.65M -$109K -1,475 -4%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$2.5M +$1.77M +24,048 +241%
LWM
133
Lenox Wealth Management
Ohio
$2.42M -$111K -1,507 -4%
FBNAT
134
FirstMerit Bank N.A. Trustee
Ohio
$2.38M +$16.2K +220 +0.7%
MA
135
Montag & Associates
Georgia
$2.3M -$33.1K -450 -1%
DBT
136
Dubuque Bank & Trust
Iowa
$2.23M +$700K +9,512 +46%
CT
137
Coastline Trust
Rhode Island
$2.23M -$61.9K -842 -3%
TCOV
138
Trust Company of Vermont
Vermont
$2.22M -$87K -1,183 -4%
BAM
139
Baring Asset Management
United Kingdom
$2.2M +$54K +726 +3%
HCM
140
Hollencrest Capital Management
California
$2.16M +$36.6K +498 +2%
GWM
141
Gupta Wealth Management
California
$2.15M -$35.3K -480 -2%
PC
142
Premise Capital
Illinois
$2.12M +$2.12M +28,776 New
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$2.11M +$23.7K +322 +1%
VFA
144
Voya Financial Advisors
Connecticut
$2.07M -$36.6K -492 -2%
IWA
145
Intercontinental Wealth Advisors
Texas
$2.07M +$2.07M +28,091 New
CIC
146
Carnegie Investment Counsel
Ohio
$2.01M -$91.6K -1,269 -4%
HCA
147
Harbour Capital Advisors
Virginia
$2.01M +$2.01M +27,305 New
FAAS
148
First Allied Advisory Services
California
$2.01M +$292K +3,975 +17%
AW
149
ACG Wealth
Georgia
$1.99M -$14.5K -197 -0.7%
CCG
150
Cypress Capital Group
Florida
$1.97M -$83.2K -1,131 -4%
4 5
6
7 8