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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 %
FAB
301
First American Bank
Illinois
$260K 3,464 – –
SMC
302
Smith, Moore & Co
Missouri
$259K 3,455 +218 +7%
SMG
303
Spectrum Management Group
Indiana
$258K 3,445 – –
CL
304
CPWM LLC
Washington
$255K 3,397 +24 +0.7%
FFC
305
First Financial Corp
Indiana
$252K 3,360 -190 -5%
BPBT
306
Boston Private Bank & Trust
Massachusetts
$252K 3,359 +410 +14%
CA
307
CapWealth Advisors
Tennessee
$251K 3,352 -1,418 -30%
AssetMark Inc
308
AssetMark Inc
California
$246K 3,288 +30 +0.9%
EAMA
309
EFG Asset Management (Americas)
Florida
$243K 3,239 -722 -18%
Neuberger Berman Group
310
Neuberger Berman Group
New York
$243K 3,245 +3,245 New
AT
311
Arden Trust
Delaware
$241K 3,211 – –
NAMP
312
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$237K 3,160 +3,160 New
BB
313
Busey Bank
Illinois
$235K 3,130 -750 -19%
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$234K 3,118 -70 -2%
HCM
315
Howland Capital Management
Massachusetts
$234K 3,121 – –
PWLP
316
Prio Wealth Limited Partnership
Massachusetts
$234K 3,135 +60 +2%
MAA
317
Matrix Asset Advisors
New York
$233K 3,115 +3,115 New
OWD
318
Osborn Williams & Donohoe
Ohio
$232K 3,100 -200 -6%
EWA
319
Exencial Wealth Advisors
Oklahoma
$232K 3,100 – –
EWM
320
Empirical Wealth Management
Washington
$231K 3,089 +6 +0.2%
GC
321
Garde Capital
Washington
$229K 3,054 – –
Truist Financial
322
Truist Financial
North Carolina
$226K 3,020 – –
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$225K 3,013 -2,460 -45%
Schroder Investment Management Group
324
Schroder Investment Management Group
United Kingdom
$224K 2,994 +1,994 +199%
IT
325
Investors Trust
Texas
$221K 2,953 -2,799 -49%
11 12
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