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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

385 hedge funds and large institutions have $3.85B invested in SPDR S&P Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
11.13%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.27%
New
42
Increased
148
Reduced
138
Closed
19
Calls
$5.03M
Puts
$2.3M
Net Calls
+$2.72M
Net Calls Change
+$1.07M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$68.5M
2
MIH
Madison Investment Holdings
Wisconsin
$20.2M
3
UCFA
United Capital Financial Advisors
Texas
$37.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$196M
5
CNB
City National Bank
California
$46.6M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$68.5M
2
State Street
State Street
Massachusetts
$56M
3
PNAA
Pictet North America Advisors
Switzerland
$0
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Synovus Financial
Georgia
$1.52M -$84.2K -1,145 -5%
Northern Trust
152
Northern Trust
Illinois
$1.48M +$123K +1,667 +9%
OC
153
Oppenheimer & Co
New York
$1.47M -$34.1K -464 -2%
HPBT
154
High Point Bank & Trust
North Carolina
$1.46M +$60.3K +820 +4%
FNBT
155
FineMark National Bank & Trust
Florida
$1.43M +$398K +5,407 +38%
TFCP
156
Twin Focus Capital Partners
Massachusetts
$1.41M +$442 +6 +0%
BFC
157
Blue Fin Capital
Rhode Island
$1.4M +$22.1K +300 +2%
NEAM
158
New England Asset Management
Connecticut
$1.4M – – –
WIC
159
Woodmont Investment Counsel
Tennessee
$1.4M +$18.4K +250 +1%
BRWA
160
B. Riley Wealth Advisors
Florida
$1.37M -$96.2K -1,308 -7%
BC
161
Brinker Capital
Pennsylvania
$1.37M +$1.37M +18,592 New
LCM
162
LVM Capital Management
Michigan
$1.29M -$13.2K -180 -1%
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$1.24M +$47.3K +642 +4%
RCM
164
Rotella Capital Management
Washington
$1.24M +$353K +4,800 +40%
HB
165
Homrich & Berg
Georgia
$1.22M +$33.8K +460 +3%
JFA
166
JNBA Financial Advisors
Minnesota
$1.19M +$1.19M +16,190 New
KA
167
Kovack Advisors
Florida
$1.19M +$822K +11,663 +226%
MHS
168
M Holdings Securities
Oregon
$1.18M +$399K +5,414 +51%
HC
169
HHG & Company
Connecticut
$1.18M +$425K +5,767 +57%
PVH
170
Psagot Value Holdings
Israel
$1.17M – – –
RC
171
Randolph Company
Ohio
$1.17M +$960K +13,050 +458%
CK
172
Carnick & Kubik
Colorado
$1.14M -$3.52M -47,820 -76%
CG
173
Colony Group
Massachusetts
$1.12M -$344K -4,669 -24%
AMG
174
Asset Management Group
Connecticut
$1.09M +$134K +1,826 +14%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$1.06M -$168K -2,278 -14%
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