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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
SB
4
Suntrust Banks
Georgia
$121M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
251
Ballentine Partners
Massachusetts
$439K 5,858 -760 -11%
CBN
252
Cadence Bank NA
Texas
$439K 5,853 +612 +12%
CFA
253
Carroll Financial Associates
North Carolina
$426K 5,344 -10 -0.2%
LI
254
LMCG Investments
Massachusetts
$416K 5,550 +50 +0.9%
SIA
255
SeaBridge Investment Advisors
New Jersey
$415K 5,540 – –
AAM
256
Aureus Asset Management
Massachusetts
$413K 5,507 -964 -15%
HSBC Holdings
257
HSBC Holdings
United Kingdom
$408K 5,455 -1,400 -20%
HSA
258
HBK Sorce Advisory
Pennsylvania
$408K 5,447 +7 +0.1%
NA
259
Nottingham Advisors
New York
$399K 5,325 -150 -3%
FWCM
260
Ferguson Wellman Capital Management
Oregon
$397K 5,300 – –
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$391K 5,224 +961 +23%
AAS
262
Annex Advisory Services
Wisconsin
$389K 5,197 +3 +0.1%
FFBTD
263
First Financial Bank - Trust Division
Ohio
$388K 5,180 – –
BFG
264
Beacon Financial Group
Texas
$385K 3,290 -1,576 -32%
CCFCSB
265
Cape Cod Five Cents Savings Bank
Massachusetts
$382K 5,100 – –
SAM
266
Summit Asset Management
Tennessee
$380K 5,068 -595 -11%
Prudential Financial
267
Prudential Financial
New Jersey
$374K 4,990 -1,950 -28%
RT
268
Reliance Trust
Georgia
$372K 4,969 – –
CLOS
269
Compagnie Lombard Odier SCmA
Switzerland
$367K 4,900 – –
KFA
270
Kays Financial Advisory
Georgia
$363K 4,845 -223 -4%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$362K 4,832 – –
EWM
272
Evercore Wealth Management
New York
$358K 4,800 – –
FANJ
273
Financial Architects (New Jersey)
New Jersey
$352K 4,690 -198 -4%
SA
274
SRH Advisors
Kansas
$342K 4,570 – –
JIC
275
Johnson Investment Counsel
Ohio
$331K 4,420 -1,680 -28%
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11
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