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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 %
HB
151
Homrich & Berg
Georgia
$1.22M 17,708 +431 +2%
LIA
152
LS Investment Advisors
Michigan
$1.22M 17,617 -3,600 -17%
IC
153
InterOcean Capital
Illinois
$1.21M 17,520 – –
BRWA
154
B. Riley Wealth Advisors
Florida
$1.18M 17,037 -9,178 -35%
TFCP
155
Twin Focus Capital Partners
Massachusetts
$1.16M 16,887 +1,208 +8%
VF
156
Virtu Financial
New York
$1.12M 16,291 +16,291 New
WS
157
Wedbush Securities
California
$1.12M 16,196 +2,545 +19%
PVH
158
Psagot Value Holdings
Israel
$1.1M 15,929 – –
CCM
159
Coldstream Capital Management
Washington
$1.05M 15,176 – –
WSCM
160
Wellington Shields Capital Management
New York
$1.04M 15,135 +175 +1%
OFS
161
Orrstown Financial Services
Pennsylvania
$1.02M 14,807 -2,150 -13%
RFC
162
Regions Financial Corp
Alabama
$1.02M 14,718 -4,743 -24%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$993K 14,403 -5,738 -28%
PSI
164
Pinnacle Summer Investments
Virginia
$991K 14,382 +150 +1%
FNBT
165
FineMark National Bank & Trust
Florida
$970K 14,076 +9,076 +182%
CCM
166
Compton Capital Management
Rhode Island
$948K 13,751 – –
CB
167
Chemical Bank
Michigan
$934K 13,548 +13,548 New
TF
168
Tompkins Financial
New York
$922K 13,380 +5,205 +64%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$914K 13,226 +3,545 +37%
RCM
170
Rotella Capital Management
Washington
$910K 13,200 – –
BC
171
Brinker Capital
Pennsylvania
$907K 13,163 +122 +0.9%
TSWM
172
Triangle Securities Wealth Management
North Carolina
$894K 12,972 – –
LGC
173
Laurel Grove Capital
California
$857K 12,428 -7,270 -37%
MFBTD
174
MB Financial Bank - Trust Department
Illinois
$835K 12,117 -48 -0.4%
TBA
175
Train Babcock Advisors
New York
$826K 11,973 -2,915 -20%
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