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State Street SPDR S&P Dividend ETF
SDY

325 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 325 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.99M

29.14% more ownership

Funds ownership: 0% → 29.14% (+29%)

Holders
325
Holders Change
+325
Holders Change %
–
% of All Funds
10.6%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
325
Increased
–
Reduced
–
Closed
–
Calls
$11.2M
Puts
$6.99M
Net Calls
+$4.2M
Net Calls Change
+$4.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
126
FCG Advisors
New Jersey
$1.72M +$1.75M +25,998 New
AFG
127
Albion Financial Group
Utah
$1.72M +$1.75M +25,955 New
DC
128
Davenport & Co
Virginia
$1.71M +$1.74M +25,796 New
GGPS
129
Gary Goldberg Planning Services
New York
$1.69M +$1.72M +25,487 New
CCG
130
Cypress Capital Group
Florida
$1.63M +$1.66M +24,651 New
CA
131
Cetera Advisors
Colorado
$1.56M +$1.58M +23,535 New
Macquarie Group
132
Macquarie Group
Australia
$1.55M +$1.57M +23,355 New
ICAS
133
Investors Capital Advisory Services
Massachusetts
$1.47M +$1.5M +22,229 New
SF
134
Synovus Financial
Georgia
$1.47M +$1.49M +22,170 New
OC
135
Oppenheimer & Co
New York
$1.43M +$1.46M +21,619 New
LIA
136
LS Investment Advisors
Michigan
$1.41M +$1.43M +21,217 New
HCA
137
Harbour Capital Advisors
Virginia
$1.4M +$1.42M +21,075 New
WB
138
WesBanco Bank
West Virginia
$1.37M +$1.39M +20,703 New
WG
139
Winchester Group
New York
$1.35M +$1.37M +20,315 New
DMC
140
Drexel Morgan & Co
Pennsylvania
$1.34M +$1.37M +20,283 New
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1.33M +$1.36M +20,141 New
WIC
142
Woodmont Investment Counsel
Tennessee
$1.32M +$1.34M +19,937 New
LGC
143
Laurel Grove Capital
California
$1.31M +$1.33M +19,698 New
RFC
144
Regions Financial Corp
Alabama
$1.29M +$1.31M +19,461 New
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$1.31M +19,419 New
HPBT
146
High Point Bank & Trust
North Carolina
$1.27M +$1.3M +19,231 New
LCM
147
LVM Capital Management
Michigan
$1.27M +$1.29M +19,195 New
NEAM
148
New England Asset Management
Connecticut
$1.26M +$1.28M +19,000 New
SGCA
149
Steel Grove Capital Advisors
Tennessee
$1.24M +$1.26M +18,651 New
FHC
150
First Heartland Consultants
Missouri
$1.24M +$1.26M +18,724 New
4 5
6
7 8

SDY Hedge Fund Activity: Q2 2013 in Review

325 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2013, worth a combined $3.46B.

Buyers outnumbered sellers: 325 funds opened new SDY positions and 0 closed out — a net gain of 325 holders — while 0 added to existing stakes and 0 trimmed.

  • 325 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.46B of State Street SPDR S&P Dividend ETF stock for Q2 2013.
  • 325 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +325 holders.

Based on aggregated 13F filings for Q2 2013.