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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.

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
UBS Group
1
UBS Group
Switzerland
$238M
2
MAA
2
Managed Account Advisors
New Jersey
$517M
3
GFG
3
Gray Financial Group
Georgia
$73.2M
4
CNB
4
City National Bank
California
$160M
5
Bank of America
5
Bank of America
North Carolina
$383M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$50.4M
2
SWM
2
Strategic Wealth Management
Washington
$0
3
SB
3
Suntrust Banks
Georgia
$120M
4
MG
4
Mather Group
Illinois
$22.1M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$517M 6,565,298 +2,715,207 +71%
Bank of America
2
Bank of America
North Carolina
$383M 4,858,727 +606,194 +14%
Morgan Stanley
3
Morgan Stanley
New York
$340M 4,316,939 -13,897 -0.3%
UBS Group
4
UBS Group
Switzerland
$238M 3,023,208 +3,023,208 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$228M 2,895,056 +63,862 +2%
Wells Fargo
6
Wells Fargo
California
$221M 2,806,431 +354,264 +14%
CNB
7
City National Bank
California
$160M 2,031,832 +839,009 +70%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$133M 1,693,572 +38,916 +2%
SB
9
Suntrust Banks
Georgia
$120M 1,523,845 -88,733 -6%
JIC
10
Joel Isaacson & Co
New York
$115M 1,462,117 +72,649 +5%
Goldman Sachs
11
Goldman Sachs
New York
$114M 1,445,617 +463,534 +47%
BTS
12
BB&T Securities
Virginia
$113M 143,292 +22,952 +19%
RJA
13
Raymond James & Associates
Florida
$104M 1,317,841 +50,643 +4%
LPL Financial
14
LPL Financial
California
$85.7M 1,087,428 -50,960 -4%
GFG
15
Gray Financial Group
Georgia
$73.2M 928,422 +928,422 New
V
16
Veritable
Delaware
$62.3M 791,118 -1,686 -0.2%
AWE
17
Avidian Wealth Enterprises
Texas
$61M 773,480 +152,217 +25%
CC
18
Curian Capital
Colorado
$54.9M 697,141 +237,146 +52%
CIA
19
Capital Investment Advisors
Georgia
$50.8M 644,891 +31,716 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$50.4M 639,945 -116,087 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$49M 622,106 +19,669 +3%
CC
22
Callan Capital
California
$46.8M 594,148 -6,031 -1%
HNB
23
Huntington National Bank
Ohio
– – – –
BUB
24
BBVA USA Bancshares
Texas
$41.3M 524,299 -22,376 -4%
SMM
25
Stadion Money Management
Georgia
$41M 520,041 +520,041 New
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