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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 %
FA
276
FDx Advisors
Illinois
$264K -$289K -3,984 -52%
AA
277
Advisory Alpha
Michigan
$263K +$263K +3,619 New
SGAM
278
Steinberg Global Asset Management
Florida
$262K -$13.9M -191,901 -98%
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$262K +$1.6K +22 +0.6%
FFC
280
First Financial Corp
Indiana
$258K -$42.2K -580 -14%
VIA
281
Vantage Investment Advisors
Pennsylvania
$257K +$257K +3,536 New
EVM
282
Evelyn V. Moreno
$255K +$255K +3,507 New
BFIM
283
Beese Fulmer Investment Management
Ohio
$254K – – –
NFC
284
Northeast Financial Consultants
Connecticut
$254K +$254K +3,500 New
Truist Financial
285
Truist Financial
North Carolina
$253K +$6.94K +96 +3%
FAB
286
First American Bank
Illinois
$252K – – –
EVM
287
Eaton Vance Management
Massachusetts
$252K – – –
SMG
288
Spectrum Management Group
Indiana
$250K +$250K +3,445 New
FWP
289
FAS Wealth Partners
Kansas
$247K +$247K +3,400 New
NL
290
NWAM LLC
Washington
$245K +$4.07K +56 +2%
JIC
291
Johnson Investment Counsel
Ohio
$245K +$245K +3,379 New
CL
292
CPWM LLC
Washington
$241K +$6.38K +88 +3%
OWD
293
Osborn Williams & Donohoe
Ohio
$240K – – –
FLPIM
294
F.L. Putnam Investment Management
Massachusetts
$238K -$24.7K -340 -9%
TCM
295
Tufton Capital Management
Maryland
$237K +$15.2K +210 +7%
BB
296
Busey Bank
Illinois
$235K – – –
AT
297
Arden Trust
Delaware
$233K +$233K +3,211 New
T
298
Thomaspartners
Massachusetts
$230K -$57.5K -792 -20%
SMC
299
Smith, Moore & Co
Missouri
$229K +$229K +3,158 New
EWA
300
Exencial Wealth Advisors
Oklahoma
$224K – – –
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12
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