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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 %
MG
51
Mather Group
Illinois
$12M 173,734 +2,337 +1%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$11.9M 173,290 -3,945 -2%
LNB
53
Ledyard National Bank
$11.2M 162,647 +4,914 +3%
B
54
Baird
Wisconsin
$10.8M 157,204 -488,966 -76%
MGIA
55
Moneta Group Investment Advisors
Missouri
$10.1M 145,928 +7,728 +6%
IT
56
Investors Trust
Texas
$10M 145,123 -63,373 -30%
ICOA
57
Investment Centers of America
North Dakota
$9.98M 144,325 +31,005 +27%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$9.75M 141,474 +49,157 +53%
AW
59
ACG Wealth
Georgia
$9.6M 139,273 +20,976 +18%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$9.6M 139,213 -186,629 -57%
AC
61
Alexandria Capital
Virginia
$9.43M 136,836 -17,537 -11%
PWM
62
ParenteBeard Wealth Management
Pennsylvania
$9.08M 131,651 -6,260 -5%
FAG
63
Financial Advisory Group
Texas
$8.56M 124,227 -11,400 -8%
BF
64
BOK Financial
Oklahoma
$8.52M 123,568 +23,648 +24%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8.2M 118,921 -14,574 -11%
SNC
66
Stifel Nicolaus & Co
Missouri
$8.01M 116,255 +21,476 +23%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.59M 110,140 +110,140 New
WCMN
68
Westchester Capital Management (Nebraska)
Nebraska
$7.53M 109,200 -3,000 -3%
BHTS
69
Bar Harbor Trust Services
Maine
$7.5M 108,819 +982 +0.9%
AAM
70
Aureus Asset Management
Massachusetts
$7.35M 106,655 -14,000 -12%
MSU
71
Maple Securities USA
New Jersey
$7.09M 102,900 +62,500 +155%
RA
72
Rational Advisors
New York
– – – –
KTC
73
Kistler-Tiffany Companies
Pennsylvania
$6.77M 98,170 +7,396 +8%
BAAM
74
Baker Avenue Asset Management
California
$6.62M 96,077 -35,550 -27%
Barclays
75
Barclays
United Kingdom
$6.54M 96,161 -27,881 -22%
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