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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 %
EB
276
Eastern Bank
Massachusetts
$330K 4,412 – –
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$324K 4,325 +575 +15%
CSIC
278
Clifford Swan Investment Counsel
California
$322K 4,300 – –
SIC
279
Salem Investment Counselors
North Carolina
$322K 4,300 – –
BSB
280
Bangor Savings Bank
Maine
$321K 4,273 – –
TCM
281
Tufton Capital Management
Maryland
$316K 4,220 +50 +1%
CIA
282
Choate Investment Advisors
Massachusetts
$315K 4,202 +4,202 New
DY
283
Dowling & Yahnke
California
$310K 4,143 +1,153 +39%
MWP
284
MYCIO Wealth Partners
Pennsylvania
$304K 4,060 +34 +0.8%
TH
285
TCTC Holdings
Texas
$300K 4,000 – –
SNT
286
Security National Trust
West Virginia
$292K 3,900 – –
AA
287
Advisory Alpha
Michigan
$291K 3,941 +572 +17%
GLRA
288
Gerald L. Ray & Associates
Texas
$289K 3,862 +2 +0.1%
PRHC
289
P.R. Herzig & Co
New York
$285K 3,800 – –
Brown Advisory
290
Brown Advisory
Maryland
$284K 3,791 -195 -5%
PWW
291
Pettyjohn Wood & White
Virginia
$283K 3,770 +1,135 +43%
1GA
292
1st Global Advisors
Texas
$281K 3,747 +3,747 New
EVM
293
Evelyn V. Moreno
$280K 3,729 – –
PAS
294
Partnervest Advisory Services
California
$275K 3,673 +343 +10%
SCA
295
Stonebridge Capital Advisors
Minnesota
$273K 3,645 -717 -16%
VIA
296
Vantage Investment Advisors
Pennsylvania
$271K 3,611 +170 +5%
BDF
297
Balasa Dinverno & Foltz
$269K 3,587 -23 -0.6%
OC
298
Oarsman Capital
Wisconsin
$266K 3,554 -100 -3%
KT
299
Kanaly Trust
Texas
$266K 3,552 +2,402 +209%
EVM
300
Eaton Vance Management
Massachusetts
$260K 3,469 -20,887 -86%
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