SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in SPDR S&P Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
10.54%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.3%
New
28
Increased
122
Reduced
122
Closed
24
Calls
$10.5M
Puts
$4.88M
Net Calls
+$5.66M
Net Calls Change
+$1.46M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$47M
3
BMM
3
Berkshire Money Management
Massachusetts
$17.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$139M
5
TCM
5
TD Capital Management
Tennessee
$16.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$134M
2
Morgan Stanley
2
Morgan Stanley
New York
$305M
3
B
3
Baird
Wisconsin
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$152M
5
MAA
5
Managed Account Advisors
New Jersey
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
226
SeaBridge Investment Advisors
New Jersey
$426K 6,180 -150 -2%
JWBC
227
J.W. Burns & Co
New York
$424K 6,147 +256 +4%
ACM
228
Antonetti Capital Management
Florida
$421K 6,100 +3,025 +98%
LNWWM
229
Laird Norton Wetherby Wealth Management
California
$391K 5,665 – –
LI
230
LMCG Investments
Massachusetts
$379K 5,500 – –
HSA
231
HBK Sorce Advisory
Pennsylvania
$373K 5,407 -5,571 -51%
HC
232
HHG & Company
Connecticut
$369K 5,343 +754 +16%
HJA
233
Hugh Johnson Advisors
New York
$365K 5,293 +228 +5%
Franklin Resources
234
Franklin Resources
California
$364K 5,280 +280 +6%
MBT
235
Monroe Bank & Trust
Michigan
$363K 5,265 -2,990 -36%
RIA
236
Regal Investment Advisors
Michigan
$361K 5,234 -1,196 -19%
BFG
237
Beacon Financial Group
Texas
$361K 5,222 +5,222 New
DBT
238
Dubuque Bank & Trust
Iowa
$358K 5,195 -2,695 -34%
SBH
239
Segall Bryant & Hamill
Illinois
$355K 5,145 -670 -12%
KA
240
Kovack Advisors
Florida
$355K 5,142 +36 +0.7%
SKK
241
Shepherd Kaplan Krochuk
Massachusetts
$352K 5,102 – –
CCFCSB
242
Cape Cod Five Cents Savings Bank
Massachusetts
$352K 5,100 – –
WT
243
Wilmington Trust
Delaware
$332K 4,809 -1,019 -17%
EWM
244
Evercore Wealth Management
New York
$331K 4,800 – –
DCM
245
Donaldson Capital Management
Indiana
$326K 4,734 -30 -0.6%
SAG
246
Sterne Agee Group
Alabama
$322K 4,673 – –
TT
247
Tower Trust
Indiana
$310K 4,499 -116 -3%
CSIC
248
Clifford Swan Investment Counsel
California
$296K 4,300 – –
PRHC
249
P.R. Herzig & Co
New York
$296K 4,300 +4,300 New
LWI
250
Long Wharf Investors
Massachusetts
$292K 4,231 -5,860 -58%
8 9
10
11 12