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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.

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
1
Managed Account Advisors
New Jersey
$126M
2
Bank of America
2
Bank of America
North Carolina
$318M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$164M
4
U
4
UBS
Switzerland
$207M
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
State Street
1
State Street
Massachusetts
$99.5M
2
HNB
2
Huntington National Bank
Ohio
$32.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$20.3M
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
SGAM
5
Steinberg Global Asset Management
Florida
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34M 468,771 -15,626 -3%
HNB
27
Huntington National Bank
Ohio
– – – –
AWE
28
Avidian Wealth Enterprises
Texas
$30.7M 424,041 +424,041 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$29.1M 400,414 +14,413 +4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$27.8M 383,069 +4,872 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$24.8M 342,004 -239 -0.1%
LW
32
Linscomb Wealth
Texas
$23.9M 328,607 +30,596 +10%
M&T Bank
33
M&T Bank
New York
$23M 316,836 -12,113 -4%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$22.6M 311,665 +55,008 +21%
1SB
35
1ST Source Bank
Indiana
$22M 302,722 +28,121 +10%
FCI
36
Financial Counselors Inc
Kansas
$21.7M 298,437 -8,189 -3%
UCFA
37
United Capital Financial Advisors
Texas
$20.3M 279,542 -249,549 -47%
CS
38
Credit Suisse
Switzerland
$20.3M 279,312 -23,662 -8%
SC
39
Scotia Capital
Ontario, Canada
$19.5M 269,003 +16,616 +7%
MS
40
Madison Scottsdale
Arizona
$18.9M 260,319 +7,000 +3%
TCM
41
TD Capital Management
Tennessee
$17.9M 246,243 +8,852 +4%
CW
42
Cobiz Wealth
Colorado
$17.5M 241,310 -3,538 -1%
SC
43
Stratford Consulting
Texas
$17.4M 239,515 +9,862 +4%
ST
44
Sabal Trust
Florida
$17.4M 238,938 -10,294 -4%
HCM
45
Hengehold Capital Management
Ohio
$17.2M 237,444 -51,023 -18%
CHFS
46
Cobble Hill Financial Services
New Jersey
$16.6M 228,800 – –
BMM
47
Berkshire Money Management
Massachusetts
$15M 207,045 -48,661 -19%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$15M 206,050 +26,980 +15%
PMG
49
ProVise Management Group
Florida
$14.4M 197,750 +7,081 +4%
William Blair & Company
50
William Blair & Company
Illinois
$13.5M 185,670 +4,566 +3%
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