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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 %
CCFCSB
276
Cape Cod Five Cents Savings Bank
Massachusetts
$391K 5,100 – –
KFA
277
Kays Financial Advisory
Georgia
$388K 5,068 -148 -3%
RT
278
Reliance Trust
Georgia
$381K 4,969 – –
Toronto Dominion Bank
279
Toronto Dominion Bank
Ontario, Canada
$375K 4,902 +429 +10%
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$375K 4,900 +4,900 New
FANJ
281
Financial Architects (New Jersey)
New Jersey
$374K 4,888 +1 +0%
BFG
282
Beacon Financial Group
Texas
$372K 4,866 – –
LNWWM
283
Laird Norton Wetherby Wealth Management
California
$370K 4,832 +2,027 +72%
EWM
284
Evercore Wealth Management
New York
$368K 4,800 – –
CA
285
CapWealth Advisors
Tennessee
$365K 4,770 +246 +5%
SA
286
SRH Advisors
Kansas
$350K 4,570 +1,110 +32%
EB
287
Eastern Bank
Massachusetts
$338K 4,412 -60 -1%
SCA
288
Stonebridge Capital Advisors
Minnesota
$334K 4,362 +89 +2%
SIC
289
Salem Investment Counselors
North Carolina
$329K 4,300 – –
CSIC
290
Clifford Swan Investment Counsel
California
$329K 4,300 – –
BSB
291
Bangor Savings Bank
Maine
$327K 4,273 +1,238 +41%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$327K 4,263 +3,203 +302%
TCM
293
Tufton Capital Management
Maryland
$319K 4,170 -10 -0.2%
FWP
294
FAS Wealth Partners
Kansas
$309K 4,034 – –
MWP
295
MYCIO Wealth Partners
Pennsylvania
$308K 4,026 +15 +0.4%
WT
296
Wilmington Trust
Delaware
$307K 4,004 +200 +5%
HJA
297
Hugh Johnson Advisors
New York
$306K 3,993 -1,615 -29%
TH
298
TCTC Holdings
Texas
$306K 4,000 – –
Brown Advisory
299
Brown Advisory
Maryland
$305K 3,986 +1,663 +72%
EAMA
300
EFG Asset Management (Americas)
Florida
$303K 3,961 +325 +9%
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