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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
+$214M
2
CNB
City National Bank
California
+$66.1M
3
Bank of America
Bank of America
North Carolina
+$47.8M
4
SMM
Stadion Money Management
Georgia
+$41M
5
Goldman Sachs
Goldman Sachs
New York
+$36.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$46.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.15M
3
SWM
Strategic Wealth Management
Washington
-$7.49M
4
SB
Suntrust Banks
Georgia
-$6.99M
5
MG
Mather Group
Illinois
-$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$1.08M +$101K +1,282 +10%
SFT
202
Simmons First Trust
Arkansas
$1.08M +$505K +6,405 +88%
CG
203
Colony Group
Massachusetts
$1.06M -$257K -3,264 -20%
MC
204
Mathes Company
New York
$1.05M -$627K -7,950 -37%
MC
205
Moors & Cabot
Massachusetts
$1.04M -$296K -3,749 -22%
CCM
206
Compton Capital Management
Rhode Island
$1.03M -$20.5K -260 -2%
TAM
207
Tocqueville Asset Management
New York
$1.02M +$1.02M +12,910 New
IP
208
Investment Partners
Ohio
$1.01M +$1.01M +12,793 New
WS
209
Wedbush Securities
California
$1.01M -$1.14M -14,435 -53%
KeyBank National Association
210
KeyBank National Association
Ohio
$959K +$426K +5,408 +80%
WPC
211
White Pine Capital
Minnesota
$946K – – –
CCM
212
Coldstream Capital Management
Washington
$945K -$137K -1,740 -13%
JFA
213
JNBA Financial Advisors
Minnesota
$933K -$52.1K -662 -5%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$930K +$57.8K +734 +7%
YP
215
Yellowstone Partners
Idaho
$917K +$47.3K +600 +5%
DSC
216
Duncker Streett & Co
Missouri
$916K +$8.67K +110 +1%
ALA
217
Atherton Lane Advisers
California
$913K -$39K -495 -4%
Citadel Advisors
218
Citadel Advisors
Florida
$912K +$912K +11,571 New
LSA
219
L & S Advisors
California
$899K +$899K +11,409 New
IAA
220
Ironsides Asset Advisors
North Carolina
$894K -$48.7K -618 -5%
TSWM
221
Triangle Securities Wealth Management
North Carolina
$889K -$44.7K -567 -5%
BFG
222
Bouchey Financial Group
New York
$887K +$788 +10 +0.1%
TBA
223
Train Babcock Advisors
New York
$881K +$11.1K +141 +1%
DBT
224
Dubuque Bank & Trust
Iowa
$863K -$263K -3,340 -23%
PSI
225
Pinnacle Summer Investments
Virginia
$855K -$77.6K -985 -8%
7 8
9
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