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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 %
MG
51
Mather Group
Illinois
$13.5M 185,406 +11,672 +7%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$12.6M 173,965 +675 +0.4%
GAG
53
GM Advisory Group
New York
$11.7M 160,983 +160,983 New
LNB
54
Ledyard National Bank
$11.5M 158,667 -3,980 -2%
AW
55
ACG Wealth
Georgia
$11.3M 155,301 +16,028 +12%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$11.2M 153,901 +14,688 +11%
AssetMark Inc
57
AssetMark Inc
California
$11M 152,114 -54,853 -27%
MGIA
58
Moneta Group Investment Advisors
Missouri
$11M 151,423 +5,495 +4%
BHB
59
Bank Hapoalim BM
Israel
$10.6M 145,666 +145,666 New
CAN
60
Cetera Advisor Networks
California
$9.39M 129,316 +35,312 +38%
BF
61
BOK Financial
Oklahoma
$9.19M 126,580 +3,012 +2%
PWM
62
ParenteBeard Wealth Management
Pennsylvania
$9.16M 126,154 -5,497 -4%
WCMN
63
Westchester Capital Management (Nebraska)
Nebraska
$8.75M 120,450 +11,250 +10%
AC
64
Alexandria Capital
Virginia
$8.66M 119,198 -17,638 -13%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8.44M 116,140 -2,781 -2%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.28M 114,065 +43,857 +62%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$8.25M 113,636 +3,496 +3%
PBT
68
Pictet Bank & Trust
Bahamas
$8.01M 110,350 +110,350 New
BHTS
69
Bar Harbor Trust Services
Maine
$7.95M 109,519 +700 +0.6%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$7.93M 109,245 -32,229 -23%
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$7.54M 104,023 +5,853 +6%
B
72
Baird
Wisconsin
$7.17M 98,795 -58,409 -37%
NPC
73
National Planning Corporation
California
$7.1M 97,692 +6,037 +7%
Barclays
74
Barclays
United Kingdom
$7.08M 98,412 +2,251 +2%
KIA
75
KCM Investment Advisors
California
$6.59M 90,792 +1,011 +1%
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