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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 %
BPBT
276
Boston Private Bank & Trust
Massachusetts
$207K 3,004 -4,620 -61%
B
277
Bailard
California
$202K 2,930 -2,510 -46%
BBHC
278
Brown Brothers Harriman & Co
New York
$178K 2,580 -50 -2%
MWP
279
MYCIO Wealth Partners
Pennsylvania
$172K 2,497 +12 +0.5%
FANJ
280
Financial Architects (New Jersey)
New Jersey
$160K 2,318 -199 -8%
Brown Advisory
281
Brown Advisory
Maryland
$158K 2,300 -2,115 -48%
PAS
282
Partnervest Advisory Services
California
$152K 2,205 -228 -9%
SFSIG
283
San Francisco Sentry Investment Group
California
$117K 1,700 +192 +13%
HDIM
284
Hanson & Doremus Investment Management
Vermont
$105K 1,530 – –
BEAM
285
Baker Ellis Asset Management
Washington
$101K 1,460 +1,460 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$84K 1,219 -731 -37%
M
287
MOTCO
Texas
$82K 1,190 – –
S
288
SignatureFD
Georgia
$79K 1,150 +600 +109%
DAM
289
Delta Asset Management
Tennessee
$78K 1,135 -45 -4%
CAL
290
Capital Analysts LLC
Pennsylvania
$77.6K 1,126 -344 -23%
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$69K 1,003 +1,003 New
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$68.9K 1,000 – –
GT
293
Glenmede Trust
Pennsylvania
$65K 960 – –
WCM
294
Wealthcare Capital Management
Virginia
$63K 907 – –
DADC
295
D.A. Davidson & Co
Montana
$60K 882 – –
FBT
296
Founders Bank & Trust
Michigan
$59K 854 – –
VCM
297
Vigilant Capital Management
Maine
$58K 835 – –
PSUF
298
People's United Financial
Connecticut
$54K 785 +110 +16%
WA
299
Waverly Advisors
Alabama
$48K 690 +690 New
AA
300
Apriem Advisors
California
$46K 663 +3 +0.5%
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