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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

364 hedge funds and large institutions have $3.9B invested in SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+39
Holders Change %
+12%
% of All Funds
10.57%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
1.34%
New
66
Increased
128
Reduced
116
Closed
21
Calls
$5.26M
Puts
$3.62M
Net Calls
+$1.65M
Net Calls Change
-$4.01M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$126M
2
Bank of America
Bank of America
North Carolina
$318M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$164M
4
U
UBS
Switzerland
$207M
5
Wells Fargo
Wells Fargo
California
$167M

Top Sellers

1
State Street
State Street
Massachusetts
$99.5M
2
HNB
Huntington National Bank
Ohio
$32.8M
3
UCFA
United Capital Financial Advisors
Texas
$20.3M
4
AIA
Arrow Investment Advisors
Maryland
$0
5
SGAM
Steinberg Global Asset Management
Florida
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
251
Beacon Financial Group
Texas
$379K +$73 +1 +0%
MBT
252
Monroe Bank & Trust
Michigan
$377K -$5.08K -70 -1%
KA
253
Kovack Advisors
Florida
$375K +$1.24K +17 +0.3%
SKK
254
Shepherd Kaplan Krochuk
Massachusetts
$371K – – –
SBH
255
Segall Bryant & Hamill
Illinois
$370K -$3.63K -50 -1%
CCFCSB
256
Cape Cod Five Cents Savings Bank
Massachusetts
$370K – – –
HJA
257
Hugh Johnson Advisors
New York
$368K -$16.3K -225 -4%
WTNA
258
Wilmington Trust National Association
Delaware
$361K +$127K +1,747 +54%
WT
259
Wilmington Trust
Delaware
$349K -$363 -5 -0.1%
EWM
260
Evercore Wealth Management
New York
$349K – – –
DCM
261
Donaldson Capital Management
Indiana
$344K – – –
FANJ
262
Financial Architects (New Jersey)
New Jersey
$343K +$175K +2,401 +104%
RT
263
Reliance Trust
Georgia
$339K +$45.3K +625 +15%
CFA
264
Carroll Financial Associates
North Carolina
$333K +$32.1K +444 +11%
PRHC
265
P.R. Herzig & Co
New York
$312K – – –
CSIC
266
Clifford Swan Investment Counsel
California
$312K – – –
BWFA
267
Baltimore-Washington Financial Advisors
Maryland
$309K +$55.6K +765 +22%
Toronto Dominion Bank
268
Toronto Dominion Bank
Ontario, Canada
$308K – – –
BSB
269
Bangor Savings Bank
Maine
$303K – – –
TH
270
TCTC Holdings
Texas
$290K +$290K +4,000 New
SCA
271
Stonebridge Capital Advisors
Minnesota
$289K +$289K +3,984 New
SNT
272
Security National Trust
West Virginia
$287K – – –
MWP
273
MYCIO Wealth Partners
Pennsylvania
$286K +$105K +1,447 +58%
LWI
274
Long Wharf Investors
Massachusetts
$281K -$26.1K -360 -9%
OC
275
Oarsman Capital
Wisconsin
$265K -$4.57K -63 -2%
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11
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