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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

447 hedge funds and large institutions have $4.73B invested in SPDR S&P Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
11.92%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
41
Increased
177
Reduced
151
Closed
27
Calls
$2.45M
Puts
$1.9M
Net Calls
+$549K
Net Calls Change
+$1.21M

Top Buyers

1
ACM
Aviance Capital Management
Florida
$42.7M
2
HNB
Huntington National Bank
Ohio
$42.5M
3
RJA
Raymond James & Associates
Florida
$141M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$241M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$365M
2
Goldman Sachs
Goldman Sachs
New York
$62.3M
3
SMM
Stadion Money Management
Georgia
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.37M
5
MG
Mather Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
176
Alpha Cubed Investments
California
$1.51M +$1.51M +19,363 New
FPA
177
Fieldpoint Private Advisors
New York
$1.49M – – –
NFG
178
NewFocus Financial Group
Washington
$1.47M -$117K -1,499 -7%
EFS
179
Essex Financial Services
Connecticut
$1.45M -$56.1K -717 -4%
DBIA
180
Dumont & Blake Investment Advisors
New Jersey
$1.43M +$49.7K +635 +4%
LMIM
181
Lockheed Martin Investment Management
Maryland
$1.42M – – –
HB
182
Homrich & Berg
Georgia
$1.41M +$196K +2,503 +16%
BRWA
183
B. Riley Wealth Advisors
Florida
$1.35M -$301K -3,854 -18%
MHS
184
M Holdings Securities
Oregon
$1.32M -$81.3K -1,039 -6%
MMPW
185
Mitchell McLeod Pugh & Williams
Alabama
$1.3M +$122K +1,561 +10%
1832 Asset Management
186
1832 Asset Management
Ontario, Canada
$1.29M +$102K +1,305 +9%
CK
187
Carnick & Kubik
Colorado
$1.28M +$32.5K +416 +3%
BWFA
188
Baltimore-Washington Financial Advisors
Maryland
$1.27M +$20.6K +263 +2%
PVH
189
Psagot Value Holdings
Israel
$1.25M – – –
SSB
190
Sandy Spring Bank
Maryland
$1.24M -$77.4K -990 -6%
Millennium Management
191
Millennium Management
New York
$1.22M +$797K +10,185 +187%
HPBT
192
High Point Bank & Trust
North Carolina
$1.2M -$49.5K -633 -4%
FA
193
FDx Advisors
Illinois
$1.2M -$60.3K -773 -5%
CL
194
Choreo LLC
Illinois
$1.18M +$2.42K +31 +0.2%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$1.14M -$362K -4,628 -24%
SIC
196
Shoker Investment Counsel
Ohio
$1.14M -$73K -934 -6%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1.1M -$2.71M -34,699 -71%
OMC
198
Overbrook Management Corp
New York
$1.1M +$529K +6,765 +93%
PAS
199
Partnervest Advisory Services
California
$1.07M +$771K +9,856 +256%
MC
200
Mathes Company
New York
$1.04M – – –
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