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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

398 hedge funds and large institutions have $3.88B invested in SPDR S&P Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 130 reducing their positions, and 20 closing their positions.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
11.45%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
36
Increased
158
Reduced
130
Closed
20
Calls
$7.28M
Puts
$5.2M
Net Calls
+$2.08M
Net Calls Change
-$639K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$165M
2
CNB
2
City National Bank
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
BTS
4
BB&T Securities
Virginia
$37M
5
Goldman Sachs
5
Goldman Sachs
New York
$71M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$2.89M
3
State Street
3
State Street
Massachusetts
$16.6M
4
CC
4
Curian Capital
Colorado
$32.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Strategic Point Investment Advisors
Rhode Island
$36.6M 478,089 -5,621 -1%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33M 430,812 -24,174 -5%
CC
28
Curian Capital
Colorado
$32.1M 419,006 -521,880 -55%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$29.7M 387,866 +57,885 +18%
LW
30
Linscomb Wealth
Texas
$29.1M 380,325 +39,557 +12%
MG
31
Mather Group
Illinois
$25.6M 333,760 +141,431 +74%
1SB
32
1ST Source Bank
Indiana
$25.5M 332,907 +12,976 +4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$25.2M 328,866 +1,558 +0.5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$24.2M 316,401 -21,242 -6%
FCI
35
Financial Counselors Inc
Kansas
$23.8M 310,402 -15,026 -5%
SC
36
Scotia Capital
Ontario, Canada
$22.4M 292,452 +10,069 +4%
M&T Bank
37
M&T Bank
New York
$22.3M 291,623 -18,546 -6%
MIH
38
Madison Investment Holdings
Wisconsin
$21.7M 283,623 +9,330 +3%
SC
39
Stratford Consulting
Texas
$20.1M 262,399 +10,794 +4%
HCM
40
Hengehold Capital Management
Ohio
$19.3M 251,759 +9,529 +4%
CW
41
Cobiz Wealth
Colorado
$17.8M 232,982 -5,955 -2%
CHFS
42
Cobble Hill Financial Services
New Jersey
$17.5M 228,800 – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$17M 221,737 -5,898 -3%
CS
44
Credit Suisse
Switzerland
$16.9M 220,548 -16,799 -7%
State Street
45
State Street
Massachusetts
$16.6M 217,258 -543,263 -71%
PMG
46
ProVise Management Group
Florida
$16.2M 211,928 +4,977 +2%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$15.2M 198,795 +7,013 +4%
MGIA
48
Moneta Group Investment Advisors
Missouri
$15.2M 198,059 +23,921 +14%
William Blair & Company
49
William Blair & Company
Illinois
$14.5M 189,090 +2,330 +1%
BMM
50
Berkshire Money Management
Massachusetts
$14.2M 185,556 -4,263 -2%
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