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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 %
BAC
126
Boys Arnold & Co
North Carolina
$1.92M 27,844 -7,450 -21%
CIC
127
Carnegie Investment Counsel
Ohio
$1.86M 26,912 +300 +1%
CA
128
Cetera Advisors
Colorado
$1.81M 26,156 +2,621 +11%
Macquarie Group
129
Macquarie Group
Australia
$1.79M 25,893 +2,538 +11%
WA
130
WESPAC Advisors
California
$1.76M 25,462 -8,965 -26%
FA
131
FCG Advisors
New Jersey
$1.72M 25,008 -990 -4%
GGPS
132
Gary Goldberg Planning Services
New York
$1.72M 24,897 -590 -2%
HCA
133
Harbour Capital Advisors
Virginia
$1.67M 24,225 +3,150 +15%
WB
134
WesBanco Bank
West Virginia
$1.62M 23,424 +2,721 +13%
CCG
135
Cypress Capital Group
Florida
$1.58M 22,882 -1,769 -7%
WG
136
Winchester Group
New York
$1.57M 22,815 +2,500 +12%
SF
137
Synovus Financial
Georgia
$1.53M 22,245 +75 +0.3%
BII
138
Baring International Investment
United Kingdom
$1.51M 21,820 +4,373 +25%
DMC
139
Drexel Morgan & Co
Pennsylvania
$1.42M 20,648 +365 +2%
ICAS
140
Investors Capital Advisory Services
Massachusetts
$1.41M 20,499 -1,730 -8%
WIC
141
Woodmont Investment Counsel
Tennessee
$1.4M 20,312 +375 +2%
SPL
142
Smart Portfolios LLC
Washington
$1.4M 20,267 +20,247 +101,235%
DBIA
143
Dumont & Blake Investment Advisors
New Jersey
$1.35M 19,571 +19,571 New
SGCA
144
Steel Grove Capital Advisors
Tennessee
$1.32M 19,161 +510 +3%
HPBT
145
High Point Bank & Trust
North Carolina
$1.31M 19,037 -194 -1%
NEAM
146
New England Asset Management
Connecticut
$1.31M 19,000 – –
CIBC World Market
147
CIBC World Market
Ontario, Canada
$1.27M 18,417 +225 +1%
LCM
148
LVM Capital Management
Michigan
$1.26M 18,320 -875 -5%
Northern Trust
149
Northern Trust
Illinois
$1.26M 18,261 +3,245 +22%
OC
150
Oppenheimer & Co
New York
$1.22M 17,749 -3,870 -18%
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