SDY icon

SPDR S&P Dividend ETF

385 hedge funds and large institutions have $3.85B invested in SPDR S&P Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
11.13%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.27%
New
42
Increased
148
Reduced
138
Closed
19
Calls
$5.03M
Puts
$2.3M
Net Calls
+$2.72M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
1GA
326
1st Global Advisors
Texas
$206K +$206K +2,802 New
FIG
327
Fusion Investment Group
Pennsylvania
$204K +$21.3K +290 +12%
Brown Advisory
328
Brown Advisory
Maryland
$171K
GT
329
Glenmede Trust
Pennsylvania
$161K +$91.1K +1,250 +130%
BBHC
330
Brown Brothers Harriman & Co
New York
$153K
CFN
331
Cordasco Financial Network
Florida
$146K
BEAM
332
Baker Ellis Asset Management
Washington
$145K +$37.4K +508 +35%
S
333
SignatureFD
Georgia
$143K +$58.4K +794 +69%
1IC
334
1919 Investment Counsel
Maryland
$140K +$103K +1,400 +280%
SFSIG
335
San Francisco Sentry Investment Group
California
$126K +$663 +9 +0.5%
PAS
336
Partnervest Advisory Services
California
$126K +$14.1K +192 +13%
HDIM
337
Hanson & Doremus Investment Management
Vermont
$113K
BBPWM
338
Blue Bell Private Wealth Management
Pennsylvania
$96K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$95.7K +$95.7K +1,300 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$91K +$29.1K +395 +47%
M
341
MOTCO
Texas
$88K
CIM
342
Contravisory Investment Management
Massachusetts
$88K +$88K +1,193 New
CAL
343
Capital Analysts LLC
Pennsylvania
$86.5K +$1.99K +27 +2%
KT
344
Kanaly Trust
Texas
$85K
BC
345
Bartlett & Co
Ohio
$85K +$85K +1,150 New
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$78K -$11.8K -160 -13%
MAS
347
Madden Advisory Services
Florida
$77K
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
Schroder Investment Management Group
349
Schroder Investment Management Group
United Kingdom
$73.6K
DAM
350
Delta Asset Management
Tennessee
$70K -$3.7K -50 -5%