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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 %
CT
101
Coastline Trust
Rhode Island
$3.58M 51,975 -2,600 -5%
US Bancorp
102
US Bancorp
Minnesota
$3.48M 50,467 +1,610 +3%
CI
103
Conning Inc
Connecticut
$3.36M 48,665 – –
ACM
104
Argentus Capital Management
Texas
$3.28M 47,596 -37,855 -44%
CTC
105
Central Trust Company
Missouri
$3.28M 47,582 -884 -2%
WT
106
Whittier Trust
California
$3.19M 46,336 +7,295 +19%
RC
107
Roundview Capital
New Jersey
$3.14M 45,585 -40 -0.1%
VFS
108
VSR Financial Services
Kansas
$3.1M 44,891 -9,951 -18%
1IA
109
1834 Investment Advisors
Wisconsin
$3.08M 44,734 -1,829 -4%
PI
110
Placemark Investments
Illinois
$2.96M 42,960 +1,013 +2%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$2.96M 42,890 -2,022 -5%
MA
112
Montag & Associates
Georgia
$2.91M 42,242 +10,838 +35%
ABC
113
Associated Banc-Corp
Wisconsin
$2.78M 40,324 -585 -1%
Deutsche Bank
114
Deutsche Bank
Germany
$2.76M 40,095 -138,728 -78%
NFG
115
Nadler Financial Group
Illinois
$2.75M 39,843 +1,127 +3%
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$2.69M 38,979 +38,979 New
TCOV
117
Trust Company of Vermont
Vermont
$2.48M 36,017 +410 +1%
RJT
118
Raymond James Trust
Florida
$2.43M 35,228 +3,976 +13%
SFT
119
Simmons First Trust
Arkansas
$2.43M 35,169 -16,025 -31%
MIH
120
Madison Investment Holdings
Wisconsin
$2.41M 35,003 +8,465 +32%
FBNAT
121
FirstMerit Bank N.A. Trustee
Ohio
$2.39M 34,599 +1,975 +6%
Comerica Bank
122
Comerica Bank
Texas
$2.37M 34,374 +4,458 +15%
GT
123
Greenleaf Trust
Michigan
$2.19M 31,715 -10,169 -24%
AFG
124
Albion Financial Group
Utah
$2.17M 31,418 +5,463 +21%
TRCT
125
Tower Research Capital (TRC)
New York
$2.06M 29,872 +29,872 New
3 4
5
6 7