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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

398 hedge funds and large institutions have $3.88B invested in SPDR S&P Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 130 reducing their positions, and 20 closing their positions.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
11.45%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
36
Increased
158
Reduced
130
Closed
20
Calls
$7.28M
Puts
$5.2M
Net Calls
+$2.08M
Net Calls Change
-$639K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$165M
2
CNB
2
City National Bank
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
BTS
4
BB&T Securities
Virginia
$37M
5
Goldman Sachs
5
Goldman Sachs
New York
$71M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$2.89M
3
State Street
3
State Street
Massachusetts
$16.6M
4
CC
4
Curian Capital
Colorado
$32.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.79M 49,417 -29,704 -38%
CTC
102
Central Trust Company
Missouri
$3.76M 49,083 +2,596 +6%
Deutsche Bank
103
Deutsche Bank
Germany
$3.75M 48,926 +19,547 +67%
FAG
104
Financial Advisory Group
Texas
$3.59M 46,832 -1,359 -3%
MSWM
105
Mader & Shannon Wealth Management
Missouri
$3.52M 45,928 +45,928 New
RJT
106
Raymond James Trust
Florida
$3.46M 45,146 +2,730 +6%
US Bancorp
107
US Bancorp
Minnesota
$3.34M 43,618 -683 -2%
NFG
108
NewFocus Financial Group
Washington
$3.28M 42,811 -4,772 -10%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$3.27M 42,702 +6,355 +17%
LWM
110
Lenox Wealth Management
Ohio
$3.12M 40,688 +8 +0%
BAAM
111
Baker Avenue Asset Management
California
$3.05M 39,830 -28,029 -41%
SGCA
112
Steel Grove Capital Advisors
Tennessee
$3.02M 39,402 +4,204 +12%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$2.89M 37,790 -893,570 -96%
SJIM
114
St. Johns Investment Management
Florida
$2.84M 37,014 +125 +0.3%
1IA
115
1834 Investment Advisors
Wisconsin
$2.83M 36,966 -2,130 -5%
Northern Trust
116
Northern Trust
Illinois
$2.81M 36,711 +16,567 +82%
KA
117
Kovack Advisors
Florida
$2.73M 35,679 +18,857 +112%
FBNAT
118
FirstMerit Bank N.A. Trustee
Ohio
$2.72M 35,460 -1,036 -3%
TCOV
119
Trust Company of Vermont
Vermont
$2.64M 34,521 +749 +2%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$2.62M 34,183 -2,648 -7%
AFG
121
Albion Financial Group
Utah
$2.59M 33,841 +484 +1%
MA
122
Montag & Associates
Georgia
$2.55M 33,323 -10,304 -24%
CWM
123
Concert Wealth Management
California
$2.51M 33,672 -6,986 -17%
BII
124
Baring International Investment
United Kingdom
$2.5M 32,714 +4,706 +17%
NFG
125
Nadler Financial Group
Illinois
$2.41M 31,479 -5,998 -16%
3 4
5
6 7