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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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.

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

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$68.5M
2
MIH
2
Madison Investment Holdings
Wisconsin
$20.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$37.8M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$196M
5
CNB
5
City National Bank
California
$46.6M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$68.5M
2
State Street
2
State Street
Massachusetts
$56M
3
PNAA
3
Pictet North America Advisors
Switzerland
$0
4
HNB
4
Huntington National Bank
Ohio
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$36.5M 495,882 -57,747 -10%
SPIA
27
Strategic Point Investment Advisors
Rhode Island
$35.6M 483,710 -96,696 -17%
DWM
28
Destination Wealth Management
California
$35.5M 482,490 +482 +0.1%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.5M 454,986 -13,785 -3%
LW
30
Linscomb Wealth
Texas
$25.1M 340,768 +12,161 +4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$24.8M 337,643 -45,426 -12%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$24.3M 329,981 -12,023 -4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$24.1M 327,308 -73,106 -18%
FCI
34
Financial Counselors Inc
Kansas
$23.9M 325,428 +26,991 +9%
1SB
35
1ST Source Bank
Indiana
$23.5M 319,931 +17,209 +6%
M&T Bank
36
M&T Bank
New York
$22.8M 310,169 -6,667 -2%
SC
37
Scotia Capital
Ontario, Canada
$20.8M 282,383 +13,380 +5%
MIH
38
Madison Investment Holdings
Wisconsin
$20.2M 274,293 +239,415 +686%
SC
39
Stratford Consulting
Texas
$18.5M 251,605 +12,090 +5%
HCM
40
Hengehold Capital Management
Ohio
$17.8M 242,230 +4,786 +2%
CW
41
Cobiz Wealth
Colorado
$17.6M 238,937 -2,373 -1%
CS
42
Credit Suisse
Switzerland
$17.5M 237,347 -41,965 -15%
CHFS
43
Cobble Hill Financial Services
New Jersey
$16.8M 228,800 – –
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$16.7M 227,635 -84,030 -27%
PMG
45
ProVise Management Group
Florida
$15.2M 206,951 +9,201 +5%
MG
46
Mather Group
Illinois
$14.2M 192,329 +6,923 +4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$14.1M 191,782 -14,268 -7%
BMM
48
Berkshire Money Management
Massachusetts
$14M 189,819 -17,226 -8%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$13.9M 188,672 +34,771 +23%
William Blair & Company
50
William Blair & Company
Illinois
$13.7M 186,760 +1,090 +0.6%
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