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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 %
IC
201
InterOcean Capital
Illinois
$1.03M -$22.1K -300 -2%
SSB
202
Sandy Spring Bank
Maryland
$1.03M -$49.3K -670 -5%
RVPG
203
Relative Value Partners Group
$1.02M +$1.02M +13,882 New
BRWA
204
B. Riley Wealth Advisors
Florida
$1.01M +$44.7K +607 +5%
LSA
205
L & S Advisors
California
$1M +$618K +8,403 +161%
OMC
206
Overbrook Management Corp
New York
$999K – – –
SMA
207
Simply Money Advisors
Ohio
$965K +$154K +2,090 +19%
RFC
208
Regions Financial Corp
Alabama
$959K +$86.3K +1,172 +10%
LP
209
LGL Partners
Pennsylvania
$936K +$936K +12,716 New
WPC
210
White Pine Capital
Minnesota
$927K – – –
WIC
211
Woodmont Investment Counsel
Tennessee
$917K – – –
CCM
212
Compton Capital Management
Rhode Island
$893K -$56.7K -771 -6%
PMFA
213
Plante Moran Financial Advisors
Michigan
$888K +$2.43K +33 +0.3%
TBA
214
Train Babcock Advisors
New York
$879K -$3.68K -50 -0.4%
ATC
215
Argent Trust Co
Tennessee
$879K +$4.78K +65 +0.5%
LIM
216
Loudon Investment Management
New Hampshire
$869K +$594K +8,075 +216%
AIP
217
Ameritas Investment Partners
Nebraska
$863K +$322K +4,380 +59%
WSCM
218
Wellington Shields Capital Management
New York
$858K +$41.6K +566 +5%
SG Americas Securities
219
SG Americas Securities
New York
$851K -$706K -9,594 -45%
UB
220
UMB Bank
Missouri
$847K +$847K +11,514 New
BFG
221
Bouchey Financial Group
New York
$837K +$8.46K +115 +1%
IAA
222
Ironsides Asset Advisors
North Carolina
$834K – – –
HCM
223
Hengehold Capital Management
Ohio
$813K -$124K -1,689 -13%
KeyBank National Association
224
KeyBank National Association
Ohio
$807K -$27K -367 -3%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$806K +$82.4K +1,120 +11%
7 8
9
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