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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 %
SNT
301
Security National Trust
West Virginia
$299K 3,900 – –
BB
302
Busey Bank
Illinois
$297K 3,880 – –
GLRA
303
Gerald L. Ray & Associates
Texas
$296K 3,860 +3,860 New
PRHC
304
P.R. Herzig & Co
New York
$291K 3,800 – –
AWA
305
AmeriServ Wealth Advisors
Pennsylvania
$289K 3,765 +3,765 New
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$287K 3,750 +505 +16%
EVM
307
Evelyn V. Moreno
$286K 3,729 – –
OC
308
Oarsman Capital
Wisconsin
$280K 3,654 – –
BDF
309
Balasa Dinverno & Foltz
$276K 3,610 +3,610 New
FFC
310
First Financial Corp
Indiana
$272K 3,550 – –
NL
311
NWAM LLC
Washington
$265K 3,463 -132 -4%
FAB
312
First American Bank
Illinois
$265K 3,464 – –
VIA
313
Vantage Investment Advisors
Pennsylvania
$264K 3,441 -95 -3%
SMG
314
Spectrum Management Group
Indiana
$264K 3,445 – –
AA
315
Advisory Alpha
Michigan
$258K 3,369 -366 -10%
CL
316
CPWM LLC
Washington
$258K 3,373 +18 +0.5%
PAS
317
Partnervest Advisory Services
California
$255K 3,330 +1,617 +94%
OWD
318
Osborn Williams & Donohoe
Ohio
$251K 3,300 – –
AssetMark Inc
319
AssetMark Inc
California
$250K 3,258 -79,203 -96%
ONB
320
Old National Bancorp
Indiana
$250K 3,266 +3,266 New
SMC
321
Smith, Moore & Co
Missouri
$248K 3,237 +17 +0.5%
AT
322
Arden Trust
Delaware
$246K 3,211 – –
TNBTD
323
Trustmark National Bank Trust Department
Mississippi
$244K 3,188 -340 -10%
LWI
324
Long Wharf Investors
Massachusetts
$242K 3,160 -300 -9%
HCM
325
Howland Capital Management
Massachusetts
$239K 3,121 +3,121 New
11 12
13
14 15