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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 %
GT
176
Greenleaf Trust
Michigan
$1.57M +$29.6K +375 +2%
TFCP
177
Twin Focus Capital Partners
Massachusetts
$1.55M +$22.5K +285 +1%
FAAS
178
First Allied Advisory Services
California
$1.53M -$242K -3,059 -14%
EFS
179
Essex Financial Services
Connecticut
$1.52M +$762K +9,677 +101%
FWCM
180
Ferguson Wellman Capital Management
Oregon
$1.52M +$1.1M +13,937 +263%
FPA
181
Fieldpoint Private Advisors
New York
$1.5M -$18.1K -230 -1%
LMIM
182
Lockheed Martin Investment Management
Maryland
$1.43M -$2.06M -26,141 -59%
MHS
183
M Holdings Securities
Oregon
$1.42M +$36.4K +462 +3%
DBIA
184
Dumont & Blake Investment Advisors
New Jersey
$1.39M +$10.2K +130 +0.7%
LCM
185
LVM Capital Management
Michigan
$1.39M +$64.2K +815 +5%
FIM
186
Freedom Investment Management
Connecticut
$1.34M -$129K -1,639 -9%
SSB
187
Sandy Spring Bank
Maryland
$1.33M -$35.6K -452 -3%
FA
188
FDx Advisors
Illinois
$1.27M +$32.1K +407 +3%
HPBT
189
High Point Bank & Trust
North Carolina
$1.26M -$348K -4,420 -22%
CK
190
Carnick & Kubik
Colorado
$1.26M +$106K +1,340 +9%
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
$1.26M +$602K +7,646 +92%
PVH
192
Psagot Value Holdings
Israel
$1.26M – – –
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$1.24M -$161K -2,042 -12%
SIC
194
Shoker Investment Counsel
Ohio
$1.22M -$271K -3,445 -18%
HB
195
Homrich & Berg
Georgia
$1.22M +$9.38K +119 +0.8%
LIA
196
LS Investment Advisors
Michigan
$1.22M +$77.6K +985 +7%
MFBTD
197
MB Financial Bank - Trust Department
Illinois
$1.2M -$1.07M -13,597 -47%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$1.2M +$205K +2,604 +21%
CL
199
Choreo LLC
Illinois
$1.19M +$16.3K +207 +1%
MMPW
200
Mitchell McLeod Pugh & Williams
Alabama
$1.18M +$1.18M +14,994 New
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