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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 %
William Blair & Company
51
William Blair & Company
Illinois
$15M 200,496 +11,406 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$14.5M 194,109 +9,876 +5%
ICOA
53
Investment Centers of America
North Dakota
$14.3M 191,613 +39,246 +26%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$14.2M 189,404 +29,900 +19%
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$12.6M 167,912 -135 -0.1%
BF
56
BOK Financial
Oklahoma
$11.1M 147,642 +5,634 +4%
BHB
57
Bank Hapoalim BM
Israel
$10.9M 145,266 -410 -0.3%
MFS
58
MSI Financial Services
Massachusetts
$10.6M 141,314 +52,264 +59%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$9.8M 130,738 +7,869 +6%
SPL
60
Smart Portfolios LLC
Washington
$9.31M 124,295 +104,061 +514%
KIA
61
KCM Investment Advisors
California
$9.29M 123,946 -549 -0.4%
WCMN
62
Westchester Capital Management (Nebraska)
Nebraska
$9.11M 121,550 -500 -0.4%
HighTower Advisors
63
HighTower Advisors
Illinois
$9M 120,109 +389 +0.3%
KTC
64
Kistler-Tiffany Companies
Pennsylvania
$9M 120,030 +7,476 +7%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$8.91M 118,892 +76,190 +178%
PWM
66
ParenteBeard Wealth Management
Pennsylvania
$8.43M 112,506 -5,888 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$8.32M 110,985 +5,271 +5%
CAL
68
Capital Advisors Ltd
Ohio
$7.92M 105,660 +2,469 +2%
NPC
69
National Planning Corporation
California
$7.82M 104,376 +8,330 +9%
PBT
70
Pictet Bank & Trust
Bahamas
$7.8M 104,050 -1,600 -2%
LNB
71
Ledyard National Bank
$7.6M 101,366 -7,729 -7%
SWM
72
Strategic Wealth Management
Washington
$7.49M 99,883 +44,753 +81%
WA
73
WealthTrust-Arizona
Arizona
$7.34M 97,894 +5,292 +6%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$7.33M 97,860 +4,102 +4%
Barclays
75
Barclays
United Kingdom
$7.13M 96,166 -2,899 -3%
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