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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

364 hedge funds and large institutions have $3.9B invested in SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+39
Holders Change %
+12%
% of All Funds
10.57%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
1.34%
New
66
Increased
128
Reduced
116
Closed
21
Calls
$5.26M
Puts
$3.62M
Net Calls
+$1.65M
Net Calls Change
-$4.01M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$126M
2
Bank of America
2
Bank of America
North Carolina
$318M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$164M
4
U
4
UBS
Switzerland
$207M
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
State Street
1
State Street
Massachusetts
$99.5M
2
HNB
2
Huntington National Bank
Ohio
$32.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$20.3M
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
SGAM
5
Steinberg Global Asset Management
Florida
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$1.52M +$187K +2,570 +14%
ICAS
152
Investors Capital Advisory Services
Massachusetts
$1.52M +$30.1K +414 +2%
SGCA
153
Steel Grove Capital Advisors
Tennessee
$1.52M +$127K +1,742 +9%
IC
154
InterOcean Capital
Illinois
$1.49M +$219K +3,016 +17%
OC
155
Oppenheimer & Co
New York
$1.48M +$195K +2,680 +15%
SPL
156
Smart Portfolios LLC
Washington
$1.47M +$2.61K +36 +0.2%
BRWA
157
B. Riley Wealth Advisors
Florida
$1.45M +$211K +2,903 +17%
TF
158
Tompkins Financial
New York
$1.44M +$471K +6,493 +49%
CG
159
Colony Group
Massachusetts
$1.44M +$743K +10,226 +106%
TFCP
160
Twin Focus Capital Partners
Massachusetts
$1.39M +$164K +2,254 +13%
NEAM
161
New England Asset Management
Connecticut
$1.38M – – –
HPBT
162
High Point Bank & Trust
North Carolina
$1.38M -$5.95K -82 -0.4%
LIA
163
LS Investment Advisors
Michigan
$1.37M +$87.1K +1,200 +7%
BFC
164
Blue Fin Capital
Rhode Island
$1.36M +$1.36M +18,753 New
WIC
165
Woodmont Investment Counsel
Tennessee
$1.36M -$114K -1,573 -8%
Northern Trust
166
Northern Trust
Illinois
$1.34M +$15.7K +216 +1%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$1.3M +$344K +4,740 +36%
LCM
168
LVM Capital Management
Michigan
$1.29M -$39.9K -550 -3%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$1.21M +$165K +2,269 +16%
DBIA
170
Dumont & Blake Investment Advisors
New Jersey
$1.18M -$241K -3,312 -17%
HB
171
Homrich & Berg
Georgia
$1.17M -$113K -1,558 -9%
PVH
172
Psagot Value Holdings
Israel
$1.16M – – –
RFC
173
Regions Financial Corp
Alabama
$1.12M +$49.7K +684 +5%
OFS
174
Orrstown Financial Services
Pennsylvania
$1.05M -$21.8K -300 -2%
KFS
175
KMS Financial Services
Washington
$1.05M +$274K +3,775 +35%
5 6
7
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