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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 %
PP
101
Prudential plc
United Kingdom
$4.14M 57,000 +57,000 New
RA
102
Rational Advisors
New York
– – – –
FPA
103
Fieldpoint Private Advisors
New York
$3.98M 54,795 -610 -1%
WTC
104
WhitTier Trust Company
Nevada
$3.86M 53,200 +990 +2%
LWM
105
Lenox Wealth Management
Ohio
$3.84M 52,873 +52,873 New
CT
106
Coastline Trust
Rhode Island
$3.83M 52,775 +800 +2%
FAG
107
Financial Advisory Group
Texas
$3.77M 51,844 -72,383 -58%
US Bancorp
108
US Bancorp
Minnesota
$3.62M 49,793 -674 -1%
NFG
109
NewFocus Financial Group
Washington
$3.6M 49,609 +49,609 New
CI
110
Conning Inc
Connecticut
$3.53M 48,665 – –
PI
111
Placemark Investments
Illinois
$3.52M 48,403 +5,443 +13%
CTC
112
Central Trust Company
Missouri
$3.47M 47,785 +203 +0.4%
ACM
113
Argentus Capital Management
Texas
$3.4M 46,872 -724 -2%
RC
114
Roundview Capital
New Jersey
$3.34M 45,985 +400 +0.9%
FAAS
115
First Allied Advisory Services
California
$3.29M 45,181 -9,979 -18%
WT
116
Whittier Trust
California
$3.27M 45,056 -1,280 -3%
MA
117
Montag & Associates
Georgia
$3.15M 43,377 +1,135 +3%
AAM
118
Aureus Asset Management
Massachusetts
$3.12M 42,896 -63,759 -60%
1IA
119
1834 Investment Advisors
Wisconsin
$3.11M 42,801 -1,933 -4%
CWM
120
Concert Wealth Management
California
$3.06M 42,081 -12,455 -23%
VFS
121
VSR Financial Services
Kansas
$3M 41,270 -3,621 -8%
NFG
122
Nadler Financial Group
Illinois
$2.88M 39,680 -163 -0.4%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$2.77M 38,153 -4,737 -11%
TCOV
124
Trust Company of Vermont
Vermont
$2.62M 36,084 +67 +0.2%
RJT
125
Raymond James Trust
Florida
$2.57M 35,388 +160 +0.5%
3 4
5
6 7