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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

398 hedge funds and large institutions have $3.88B invested in SPDR S&P Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 130 reducing their positions, and 20 closing their positions.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
11.45%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
36
Increased
158
Reduced
130
Closed
20
Calls
$7.28M
Puts
$5.2M
Net Calls
+$2.08M
Net Calls Change
-$639K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$165M
2
CNB
2
City National Bank
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
BTS
4
BB&T Securities
Virginia
$37M
5
Goldman Sachs
5
Goldman Sachs
New York
$71M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$2.89M
3
State Street
3
State Street
Massachusetts
$16.6M
4
CC
4
Curian Capital
Colorado
$32.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
251
Sawgrass Asset Management
Florida
$489K 6,385 +100 +2%
KWMG
252
King Wealth Management Group
Florida
$487K 6,374 -200 -3%
PIM
253
Penobscot Investment Management
Massachusetts
$487K 6,362 – –
ST
254
Smithfield Trust
Pennsylvania
$476K 6,210 – –
WSCM
255
Wellington Shields Capital Management
New York
$471K 6,147 +235 +4%
CAG
256
Crestwood Advisors Group
Massachusetts
$471K 6,150 +415 +7%
JWBC
257
J.W. Burns & Co
New York
$470K 6,142 – –
HR
258
Howe & Rusling
New York
$469K 6,125 +170 +3%
JIC
259
Johnson Investment Counsel
Ohio
$467K 6,100 -496 -8%
IT
260
Investors Trust
Texas
$441K 5,752 – –
VC
261
Vicus Capital
Pennsylvania
$440K 5,746 +1,542 +37%
HIS
262
Horizon Investment Services
Indiana
$437K 5,708 +496 +10%
SAM
263
Summit Asset Management
Tennessee
$434K 5,663 – –
SIA
264
SeaBridge Investment Advisors
New Jersey
$424K 5,540 -320 -5%
LI
265
LMCG Investments
Massachusetts
$421K 5,500 – –
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$419K 5,473 -2,055 -27%
NA
267
Nottingham Advisors
New York
$419K 5,475 -300 -5%
HSA
268
HBK Sorce Advisory
Pennsylvania
$417K 5,440 +5 +0.1%
CFA
269
Carroll Financial Associates
North Carolina
$410K 5,354 +429 +9%
FWCM
270
Ferguson Wellman Capital Management
Oregon
$406K 5,300 +5,300 New
CBN
271
Cadence Bank NA
Texas
$401K 5,241 +5,241 New
AAS
272
Annex Advisory Services
Wisconsin
$398K 5,194 +139 +3%
FFBTD
273
First Financial Bank - Trust Division
Ohio
$397K 5,180 -8,114 -61%
WA
274
WESPAC Advisors
California
$394K 5,141 – –
OIA
275
Optimum Investment Advisors
Illinois
$392K 5,113 +5,113 New
9 10
11
12 13