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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
1
Managed Account Advisors
New Jersey
$126M
2
Bank of America
2
Bank of America
North Carolina
$318M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$164M
4
U
4
UBS
Switzerland
$207M
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
State Street
1
State Street
Massachusetts
$99.5M
2
HNB
2
Huntington National Bank
Ohio
$32.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$20.3M
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
SGAM
5
Steinberg Global Asset Management
Florida
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
301
Boston Private Bank & Trust
Massachusetts
$218K -$363 -5 -0.2%
CA
302
Capital Advantage
California
$218K +$218K +2,997 New
RVP
303
Relative Value Partners
Illinois
$218K +$218K +3,000 New
B
304
Bailard
California
$213K – – –
I
305
IberiaBank
Louisiana
$208K -$12.7K -175 -6%
RC
306
Randolph Company
Ohio
$207K +$207K +2,850 New
DY
307
Dowling & Yahnke
California
$205K +$205K +2,818 New
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$204K -$208K -2,860 -50%
PP
309
Patten & Patten
Tennessee
$203K +$203K +2,800 New
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$200K +$200K +2,755 New
EAMA
311
EFG Asset Management (Americas)
Florida
$188K +$188K +2,593 New
FIG
312
Fusion Investment Group
Pennsylvania
$180K +$180K +2,485 New
ASN
313
Advisory Services Network
Georgia
$174K +$174K +2,400 New
Brown Advisory
314
Brown Advisory
Maryland
$169K +$1.67K +23 +1%
Bessemer Group
315
Bessemer Group
New Jersey
$153K +$135K +1,863 +742%
BBHC
316
Brown Brothers Harriman & Co
New York
$151K -$36.3K -500 -19%
CFN
317
Cordasco Financial Network
Florida
$144K +$144K +1,989 New
SFSIG
318
San Francisco Sentry Investment Group
California
$124K +$146 +2 +0.1%
HDIM
319
Hanson & Doremus Investment Management
Vermont
$111K – – –
PAS
320
Partnervest Advisory Services
California
$110K -$49.5K -684 -31%
BEAM
321
Baker Ellis Asset Management
Washington
$106K – – –
BBPWM
322
Blue Bell Private Wealth Management
Pennsylvania
$94K +$94K +1,300 New
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$89K -$733K -10,046 -89%
M
324
MOTCO
Texas
$86K – – –
S
325
SignatureFD
Georgia
$84K – – –
11 12
13
14 15