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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
SB
4
Suntrust Banks
Georgia
$121M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$34.6M 460,986 -33,913 -7%
CC
27
Curian Capital
Colorado
$34.5M 459,995 +40,989 +10%
MB
28
Mizuho Bank
Japan
$30M 400,000 +400,000 New
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.3M 390,785 -40,027 -9%
LW
30
Linscomb Wealth
Texas
$29.2M 390,090 +9,765 +3%
MG
31
Mather Group
Illinois
$26.8M 357,908 +24,148 +7%
1SB
32
1ST Source Bank
Indiana
$26.6M 354,605 +21,698 +7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$25.2M 336,873 -50,993 -13%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$24.7M 329,355 +489 +0.1%
M&T Bank
35
M&T Bank
New York
$23.7M 316,504 +24,881 +9%
FCI
36
Financial Counselors Inc
Kansas
$23.4M 312,070 +1,668 +0.5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$23.3M 311,321 -5,080 -2%
SC
38
Scotia Capital
Ontario, Canada
$23M 307,086 +14,634 +5%
BMM
39
Berkshire Money Management
Massachusetts
$22.6M 302,031 +116,475 +63%
MIH
40
Madison Investment Holdings
Wisconsin
$21.4M 285,261 +1,638 +0.6%
SC
41
Stratford Consulting
Texas
$20.3M 270,404 +8,005 +3%
HCM
42
Hengehold Capital Management
Ohio
$18.9M 251,945 +186 +0.1%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$18.2M 243,066 +21,329 +10%
State Street
44
State Street
Massachusetts
$17.9M 238,607 +21,349 +10%
CW
45
Cobiz Wealth
Colorado
$17.8M 237,660 +4,678 +2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$17.2M 229,037 +30,242 +15%
CS
47
Credit Suisse
Switzerland
$16.4M 218,641 -1,907 -0.9%
PMG
48
ProVise Management Group
Florida
$15.9M 212,687 +759 +0.4%
MGIA
49
Moneta Group Investment Advisors
Missouri
$15.6M 207,681 +9,622 +5%
CHFS
50
Cobble Hill Financial Services
New Jersey
$15.3M 203,800 -25,000 -11%
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