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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 %
CHC
351
City Holding Co
West Virginia
$29K +$29K +400 New
WRM
352
Westport Resources Management
Connecticut
$28K – – –
OIA
353
Optimum Investment Advisors
Illinois
$27K – – –
SFPIA
354
Stevens First Principles Investment Advisors
California
$27K – – –
GI
355
Gradient Investments
Minnesota
$24K +$512 +7 +2%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
MCM
357
Manchester Capital Management
Vermont
$20K – – –
FWM
358
Focused Wealth Management
New York
$19K – – –
PTCG
359
Pring Turner Capital Group
California
$18K +$18K +250 New
RFA
360
Reilly Financial Advisors
California
$15K – – –
FAM
361
Formidable Asset Management
Ohio
$8K – – –
ACM
362
Aviance Capital Management
Florida
$6K – – –
First Manhattan
363
First Manhattan
New York
$5K – – –
BCM
364
Blume Capital Management
California
$4K +$4K +60 New
NDSI
365
Newman Dignan & Sheerar Inc
Rhode Island
$2.59K -$241 -3,321 -9%
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.71K -$1.23K -16,921 -42%
DWA
367
Dorsey Wright & Associates
California
– -$22.6K -326,563 Closed
AIA
368
Arrow Investment Advisors
Maryland
– -$14.2M -216,500 Closed
Comerica Bank
369
Comerica Bank
Texas
– -$2.37M -34,374 Closed
Macquarie Group
370
Macquarie Group
Australia
– -$1.79M -25,893 Closed
BII
371
Baring International Investment
United Kingdom
– -$1.51M -21,820 Closed
VF
372
Virtu Financial
New York
– -$1.12M -16,291 Closed
BC
373
Brinker Capital
Pennsylvania
– -$907K -13,163 Closed
SIA
374
Spruce Investment Advisors
Connecticut
– -$801K -11,613 Closed
TU
375
TDAM USA
Ontario, Canada
– -$736K -10,675 Closed
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