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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
SB
4
Suntrust Banks
Georgia
$121M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
101
Deutsche Bank
Germany
$3.83M 51,120 +2,194 +4%
FHA
102
First Horizon Advisors
Tennessee
$3.8M 50,707 -7,973 -14%
CT
103
Coastline Trust
Rhode Island
$3.64M 48,533 -2,930 -6%
PI
104
Placemark Investments
Illinois
$3.6M 48,085 -3,350 -7%
FAG
105
Financial Advisory Group
Texas
$3.59M 47,860 +1,028 +2%
CTC
106
Central Trust Company
Missouri
$3.58M 47,708 -1,375 -3%
BAAM
107
Baker Avenue Asset Management
California
$3.54M 47,292 +7,462 +19%
RJT
108
Raymond James Trust
Florida
$3.45M 45,981 +835 +2%
US Bancorp
109
US Bancorp
Minnesota
$3.43M 45,717 +2,099 +5%
LMIM
110
Lockheed Martin Investment Management
Maryland
$3.32M 44,256 +18,115 +69%
CA
111
Cetera Advisors
Colorado
$2.91M 38,847 +7,739 +25%
RIA
112
Regal Investment Advisors
Michigan
$2.86M 38,215 +31,702 +487%
LWM
113
Lenox Wealth Management
Ohio
$2.83M 37,810 -2,878 -7%
SJIM
114
St. Johns Investment Management
Florida
$2.77M 36,964 -50 -0.1%
1IA
115
1834 Investment Advisors
Wisconsin
$2.76M 36,784 -182 -0.5%
TCOV
116
Trust Company of Vermont
Vermont
$2.61M 34,851 +330 +1%
AFG
117
Albion Financial Group
Utah
$2.59M 34,585 +744 +2%
FBNAT
118
FirstMerit Bank N.A. Trustee
Ohio
$2.56M 34,165 -1,295 -4%
HCM
119
Hollencrest Capital Management
California
$2.5M 33,325 +10,000 +43%
CWM
120
Concert Wealth Management
California
$2.48M 33,410 -262 -0.8%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$2.46M 32,808 -1,375 -4%
MA
122
Montag & Associates
Georgia
$2.45M 32,725 -598 -2%
GGPS
123
Gary Goldberg Planning Services
New York
$2.42M 32,350 +1,020 +3%
CIC
124
Carnegie Investment Counsel
Ohio
$2.42M 32,332 +1,110 +4%
FNBT
125
FineMark National Bank & Trust
Florida
$2.41M 32,112 +4,183 +15%
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5
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