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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 %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$2.26M +$70.2K +891 +3%
OAM
152
Occidental Asset Management
California
$2.26M -$22K -279 -1%
AW
153
ACG Wealth
Georgia
$2.23M -$9.77K -124 -0.4%
CB
154
Chemical Bank
Michigan
$2.23M +$1.45M +18,364 +185%
TH
155
Timber Hill
Connecticut
$2.18M +$2.18M +27,652 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$2.15M -$436K -5,528 -17%
RCM
157
Rotella Capital Management
Washington
$2.14M +$1.17M +14,800 +120%
SI
158
SII Investments
Wisconsin
$2.08M -$18.1K -230 -0.9%
BAM
159
Baring Asset Management
United Kingdom
$2.08M -$255K -3,193 -11%
DMC
160
Drexel Morgan & Co
Pennsylvania
$1.96M +$333K +4,220 +20%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$1.96M +$179K +2,271 +10%
RDM
162
Retirement Design & Management
Connecticut
$1.81M +$1.81M +22,987 New
IC
163
InterOcean Capital
Illinois
$1.8M +$27.6K +350 +2%
AMG
164
Asset Management Group
Connecticut
$1.79M +$150K +1,900 +9%
QIM
165
Quest Investment Management
Oregon
$1.79M +$476K +6,035 +36%
SWP
166
Stratos Wealth Partners
Ohio
$1.73M +$1.25M +15,916 +267%
HC
167
HHG & Company
Connecticut
$1.68M +$1.68M +21,332 New
PFS
168
Prospera Financial Services
Texas
$1.66M +$1.13M +14,283 +210%
ICAS
169
Investors Capital Advisory Services
Massachusetts
$1.65M -$29.1K -370 -2%
LA
170
LVW Advisors
New York
$1.63M +$1.63M +20,710 New
BC
171
Brinker Capital
Pennsylvania
$1.63M +$160K +2,032 +11%
FA
172
FCG Advisors
New Jersey
$1.61M -$351K -4,432 -18%
NFG
173
NewFocus Financial Group
Washington
$1.6M -$43.8K -556 -3%
ABC
174
Associated Banc-Corp
Wisconsin
$1.58M -$67K -850 -4%
BFC
175
Blue Fin Capital
Rhode Island
$1.57M -$15.8K -201 -1%
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