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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 %
NFG
176
Nadler Financial Group
Illinois
$1.38M -$87.9K -1,195 -6%
SHCM
177
Stokes & Hubbell Capital Management
Louisiana
$1.37M +$491K +6,831 +56%
BWM
178
Baystate Wealth Management
Massachusetts
$1.37M -$225K -3,057 -14%
EFS
179
Essex Financial Services
Connecticut
$1.37M – – –
HWP
180
Hefty Wealth Partners
Indiana
$1.36M +$1.36M +18,499 New
FPA
181
Fieldpoint Private Advisors
New York
$1.36M -$33.5K -455 -2%
BFC
182
Blue Fin Capital
Rhode Island
$1.35M -$17.6K -239 -1%
LIA
183
LS Investment Advisors
Michigan
$1.28M -$217K -2,943 -14%
GT
184
Glenmede Trust
Pennsylvania
$1.26M +$19.4K +264 +2%
FA
185
FCG Advisors
New Jersey
$1.25M -$52.2K -709 -4%
TFCP
186
Twin Focus Capital Partners
Massachusetts
$1.24M -$234K -3,185 -16%
EDRH
187
Edmond de Rothschild Holding
Switzerland
$1.24M -$556K -7,550 -31%
EDRS
188
Edmond de Rothschild (Suisse)
Switzerland
$1.24M -$442K -6,000 -26%
NFG
189
NewFocus Financial Group
Washington
$1.22M -$67.6K -918 -5%
ICAS
190
Investors Capital Advisory Services
Massachusetts
$1.22M -$124K -1,687 -9%
MHS
191
M Holdings Securities
Oregon
$1.21M -$5.81K -79 -0.5%
IP
192
Investment Partners
Ohio
$1.19M +$157K +2,130 +15%
PVH
193
Psagot Value Holdings
Israel
$1.17M – – –
CL
194
Choreo LLC
Illinois
$1.17M +$90.5K +1,230 +8%
LWAC
195
Laurel Wealth Advisors (California)
California
$1.17M +$1.17M +15,841 New
SIC
196
Shoker Investment Counsel
Ohio
$1.15M +$91.3K +1,242 +9%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$1.11M -$71.1K -966 -6%
SGCA
198
Steel Grove Capital Advisors
Tennessee
$1.08M +$96.8K +1,315 +10%
Brown Advisory
199
Brown Advisory
Maryland
$1.07M -$674K -9,163 -39%
HPBT
200
High Point Bank & Trust
North Carolina
$1.06M -$15.9K -216 -1%
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