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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 %
PAS
151
Partnervest Advisory Services
California
$1.95M +$1.65M +22,429 +544%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$1.93M +$67.6K +919 +4%
IA
153
IFP Advisors
Florida
$1.93M +$1.93M +26,184 New
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$1.92M +$80.7K +1,095 +4%
QIM
155
Quest Investment Management
Oregon
$1.91M +$68K +924 +4%
CB
156
Chemical Bank
Michigan
$1.88M -$110K -1,499 -6%
TH
157
Timber Hill
Connecticut
$1.88M +$1.88M +25,520 New
HC
158
HHG & Company
Connecticut
$1.86M +$248K +3,366 +15%
SI
159
SII Investments
Wisconsin
$1.84M -$234K -3,181 -11%
FAG
160
Financial Advisory Group
Texas
$1.82M -$145K -1,968 -7%
GT
161
Greenleaf Trust
Michigan
$1.81M +$158K +2,145 +10%
FA
162
FDx Advisors
Illinois
$1.77M +$1.32M +17,957 +296%
RDM
163
Retirement Design & Management
Connecticut
$1.76M +$63.7K +866 +4%
FNBT
164
FineMark National Bank & Trust
Florida
$1.74M -$34.6K -470 -2%
CWM
165
Concert Wealth Management
California
$1.73M +$86.1K +1,174 +5%
OAM
166
Occidental Asset Management
California
$1.71M +$36.7K +499 +2%
DMC
167
Drexel Morgan & Co
Pennsylvania
$1.69M -$6.99K -95 -0.4%
HFA
168
High Falls Advisors
New York
$1.68M +$1.68M +22,805 New
AMG
169
Asset Management Group
Connecticut
$1.66M – – –
BFEC
170
Benjamin F. Edwards & Company
Missouri
$1.6M +$178K +2,425 +13%
ABC
171
Associated Banc-Corp
Wisconsin
$1.59M +$130K +1,761 +9%
HB
172
Homrich & Berg
Georgia
$1.5M +$137K +1,867 +10%
ACI
173
Alpha Cubed Investments
California
$1.47M +$16.6K +226 +1%
AP
174
Advisors Preferred
Maryland
$1.43M +$1.43M +19,431 New
DBIA
175
Dumont & Blake Investment Advisors
New Jersey
$1.4M +$20.5K +278 +1%
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7
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