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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 %
CAN
76
Cetera Advisor Networks
California
$6.49M 94,004 +29,872 +47%
NPC
77
National Planning Corporation
California
$6.38M 91,655 +13,532 +17%
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$6.3M 91,393 +91,393 New
KIA
79
KCM Investment Advisors
California
$6.19M 89,781 -7,143 -7%
AIM
80
Aspen Investment Management
Michigan
$6.05M 87,731 -960 -1%
SG Americas Securities
81
SG Americas Securities
New York
$5.54M 80,299 +80,299 New
MFS
82
MSI Financial Services
Massachusetts
$5.33M 77,340 +39,379 +104%
DG
83
Davidson & Garrard
Virginia
$5.31M 76,987 -1,604 -2%
WA
84
WealthTrust-Arizona
Arizona
$5.31M 76,982 +10,908 +17%
SHWM
85
Smith & Howard Wealth Management
Georgia
$5.17M 75,051 -240 -0.3%
NB
86
NBT Bank
New York
$4.97M 72,100 +2,664 +4%
HighTower Advisors
87
HighTower Advisors
Illinois
$4.84M 70,208 +2,110 +3%
AIG
88
American International Group
New York
$4.44M 64,427 +15,663 +32%
Invesco
89
Invesco
Georgia
$4.4M 63,840 +4,981 +8%
Citigroup
90
Citigroup
New York
$4.34M 62,951 -4,137 -6%
FHA
91
First Horizon Advisors
Tennessee
$4.14M 59,978 +59,978 New
Creative Planning
92
Creative Planning
Kansas
$4.12M 59,767 -406 -0.7%
HH
93
Hilltop Holdings
Texas
$4.05M 58,731 +3,357 +6%
BTS
94
BB&T Securities
Virginia
$4.04M 5,866 +45 +0.8%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$3.96M 57,479 -134,041 -70%
NES
96
New England Securities
New York
$3.83M 55,583 +9,480 +21%
FPA
97
Fieldpoint Private Advisors
New York
$3.82M 55,405 -230 -0.4%
FAAS
98
First Allied Advisory Services
California
$3.8M 55,160 +618 +1%
CWM
99
Concert Wealth Management
California
$3.77M 54,536 +2,760 +5%
WTC
100
WhitTier Trust Company
Nevada
$3.6M 52,210 -7,645 -13%
2 3
4
5 6