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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in SPDR S&P Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
10.54%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.3%
New
28
Increased
122
Reduced
122
Closed
24
Calls
$10.5M
Puts
$4.88M
Net Calls
+$5.66M
Net Calls Change
+$1.46M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$47M
3
BMM
3
Berkshire Money Management
Massachusetts
$17.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$139M
5
TCM
5
TD Capital Management
Tennessee
$16.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$134M
2
Morgan Stanley
2
Morgan Stanley
New York
$305M
3
B
3
Baird
Wisconsin
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$152M
5
MAA
5
Managed Account Advisors
New Jersey
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$26.1M 378,197 +55,509 +17%
HNB
27
Huntington National Bank
Ohio
– – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$23.6M 342,243 +49,093 +17%
M&T Bank
29
M&T Bank
New York
$22.7M 328,949 -15,611 -5%
MAA
30
Managed Account Advisors
New Jersey
$22.3M 322,945 -187,119 -37%
FCI
31
Financial Counselors Inc
Kansas
$21.1M 306,626 -38,301 -11%
CS
32
Credit Suisse
Switzerland
$20.9M 302,974 -40,745 -12%
LW
33
Linscomb Wealth
Texas
$20.5M 298,011 +20,152 +7%
HCM
34
Hengehold Capital Management
Ohio
$19.9M 288,467 -119,211 -29%
1SB
35
1ST Source Bank
Indiana
$18.9M 274,601 +46,901 +21%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$17.7M 256,657 +32,694 +15%
BMM
37
Berkshire Money Management
Massachusetts
$17.6M 255,706 +255,706 New
MS
38
Madison Scottsdale
Arizona
$17.5M 253,319 +16,225 +7%
SC
39
Scotia Capital
Ontario, Canada
$17.4M 252,387 +6,676 +3%
ST
40
Sabal Trust
Florida
$17.2M 249,232 +5,566 +2%
CW
41
Cobiz Wealth
Colorado
$16.9M 244,848 +24,761 +11%
TCM
42
TD Capital Management
Tennessee
$16.4M 237,391 +235,981 +16,736%
SC
43
Stratford Consulting
Texas
$15.8M 229,653 +12,200 +6%
CHFS
44
Cobble Hill Financial Services
New Jersey
$15.8M 228,800 +6,000 +3%
AssetMark Inc
45
AssetMark Inc
California
$14.3M 206,967 +206,967 New
AIA
46
Arrow Investment Advisors
Maryland
$14.2M 216,500 +9,450 +5%
SGAM
47
Steinberg Global Asset Management
Florida
$13.5M 195,511 -3,127 -2%
PMG
48
ProVise Management Group
Florida
$13.1M 190,669 +1,276 +0.7%
William Blair & Company
49
William Blair & Company
Illinois
$12.5M 181,104 +6,914 +4%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$12.3M 179,070 +6,316 +4%
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