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

Top Sellers

1
State Street
State Street
Massachusetts
$99.5M
2
HNB
Huntington National Bank
Ohio
$32.8M
3
UCFA
United Capital Financial Advisors
Texas
$20.3M
4
AIA
Arrow Investment Advisors
Maryland
$0
5
SGAM
Steinberg Global Asset Management
Florida
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
326
Kanaly Trust
Texas
$84K +$84K +1,150 New
CAL
327
Capital Analysts LLC
Pennsylvania
$83.4K +$1.67K +23 +2%
MAS
328
Madden Advisory Services
Florida
$76K +$40.5K +558 +114%
LGWM
329
Litman Gregory Wealth Management
California
$75K +$75K +408 New
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$73K – – –
LWM
331
LBA Wealth Management
Florida
$73K +$73K +1,001 New
Schroder Investment Management Group
332
Schroder Investment Management Group
United Kingdom
$72.6K – – –
DAM
333
Delta Asset Management
Tennessee
$72K -$10.1K -140 -12%
MA
334
MUFG Americas
New York
$71K +$27.6K +381 +64%
GT
335
Glenmede Trust
Pennsylvania
$69K – – –
KCPG
336
Kavar Capital Partners Group
Kansas
$69K +$69K +958 New
SA
337
SRH Advisors
Kansas
$68K +$68K +940 New
WCM
338
Wealthcare Capital Management
Virginia
$66K – – –
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$61K -$27.5K -379 -31%
FBT
340
Founders Bank & Trust
Michigan
$59K – – –
PSUF
341
People's United Financial
Connecticut
$57K – – –
DADC
342
D.A. Davidson & Co
Montana
$56K -$7.16K -100 -11%
AA
343
Apriem Advisors
California
$48K +$144 +2 +0.3%
TCM
344
Tradewinds Capital Management
Washington
$41K +$41K +558 New
VCM
345
Vigilant Capital Management
Maine
$39K -$21.9K -300 -36%
1IC
346
1919 Investment Counsel
Maryland
$37K -$7.4K -100 -17%
Canada Life
347
Canada Life
Manitoba, Canada
$37K – – –
TIM
348
Tortoise Investment Management
New York
$36K – – –
WA
349
Waverly Advisors
Alabama
$30K -$20.7K -282 -41%
SGC
350
South Georgia Capital
Illinois
$29K +$29K +395 New
12 13
14
15 16