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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

439 hedge funds and large institutions have $4.12B invested in SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.27%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$835M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$41.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$37M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$18.1M

Top Sellers

1
CC
1
Callan Capital
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$19.1M
3
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$0
4
CNB
4
City National Bank
California
$134M
5
HCM
5
Hengehold Capital Management
Ohio
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$835M 11,574,445 +7,192,875 +164%
Morgan Stanley
2
Morgan Stanley
New York
$279M 3,872,918 -77,355 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$233M 3,224,777 +44,587 +1%
Wells Fargo
4
Wells Fargo
California
$190M 2,627,999 -103,058 -4%
UBS Group
5
UBS Group
Switzerland
$186M 2,578,121 -32,159 -1%
CNB
6
City National Bank
California
$134M 1,856,745 -257,367 -12%
RJA
7
Raymond James & Associates
Florida
$131M 1,813,146 +52,472 +3%
SB
8
Suntrust Banks
Georgia
$118M 1,639,400 +108,310 +7%
JIC
9
Joel Isaacson & Co
New York
$111M 1,543,157 +25,864 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$111M 1,540,434 -82,180 -5%
LPL Financial
11
LPL Financial
California
$63.8M 857,631 -155,149 -15%
GFG
12
Gray Financial Group
Georgia
$62M 859,549 -38,752 -4%
CIA
13
Capital Investment Advisors
Georgia
$54.7M 758,185 +39,256 +5%
V
14
Veritable
Delaware
$50.3M 696,913 -10,771 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$45.6M 632,058 -13,407 -2%
AWE
16
Avidian Wealth Enterprises
Texas
$42.8M 593,369 +10,056 +2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$41.2M 570,540 +567,722 +20,146%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.5M 518,980 -19,723 -4%
HNB
19
Huntington National Bank
Ohio
– – – –
UCFA
20
United Capital Financial Advisors
Texas
$37M 512,972 +39,308 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
$37M 512,316 +389,758 +318%
CC
22
Curian Capital
Colorado
$35.3M 488,990 -63,102 -11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$34.6M 479,392 +438,011 +1,058%
DWM
24
Destination Wealth Management
California
$34M 471,739 -101,131 -18%
LW
25
Linscomb Wealth
Texas
$30.4M 420,727 +16,293 +4%
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