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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 %
CAL
76
Capital Advisors Ltd
Ohio
$6.56M 90,277 +90,277 New
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$6.44M 88,701 -2,692 -3%
AIM
78
Aspen Investment Management
Michigan
$6.41M 88,311 +580 +0.7%
AMM
79
American Money Management
California
$5.94M 81,744 +81,744 New
MFS
80
MSI Financial Services
Massachusetts
$5.82M 80,149 +2,809 +4%
PAG
81
Private Advisor Group
New Jersey
$5.79M 79,759 +79,759 New
WA
82
WealthTrust-Arizona
Arizona
$5.74M 79,039 +2,057 +3%
BAAM
83
Baker Avenue Asset Management
California
$5.5M 75,664 -20,413 -21%
DG
84
Davidson & Garrard
Virginia
$5.48M 75,480 -1,507 -2%
SHWM
85
Smith & Howard Wealth Management
Georgia
$5.47M 75,343 +292 +0.4%
NES
86
New England Securities
New York
$5.35M 73,748 +18,165 +33%
Citigroup
87
Citigroup
New York
$5.14M 70,701 +7,750 +12%
MSU
88
Maple Securities USA
New Jersey
$5.09M 70,100 -32,800 -32%
Creative Planning
89
Creative Planning
Kansas
$5.04M 69,341 +9,574 +16%
Invesco
90
Invesco
Georgia
$4.97M 68,380 +4,540 +7%
NB
91
NBT Bank
New York
$4.89M 67,398 -4,702 -7%
HCP
92
Holt Capital Partners
Texas
$4.8M 66,050 +66,050 New
AIG
93
American International Group
New York
$4.77M 65,705 +1,278 +2%
HH
94
Hilltop Holdings
Texas
$4.61M 63,493 +4,762 +8%
CK
95
Carnick & Kubik
Colorado
$4.6M 63,305 +63,305 New
BTS
96
BB&T Securities
Virginia
$4.36M 6,007 +141 +2%
BEC
97
Blue Edge Capital
Virginia
$4.35M 59,856 +59,856 New
SG Americas Securities
98
SG Americas Securities
New York
$4.34M 59,815 -20,484 -26%
FHA
99
First Horizon Advisors
Tennessee
$4.34M 59,819 -159 -0.3%
ICOA
100
Investment Centers of America
North Dakota
$4.18M 60,460 -83,865 -58%
2 3
4
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