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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

398 hedge funds and large institutions have $3.88B invested in SPDR S&P Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 130 reducing their positions, and 20 closing their positions.

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
11.45%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.27%
New
36
Increased
158
Reduced
130
Closed
20
Calls
$7.28M
Puts
$5.2M
Net Calls
+$2.08M
Net Calls Change
-$639K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$165M
2
CNB
2
City National Bank
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
BTS
4
BB&T Securities
Virginia
$37M
5
Goldman Sachs
5
Goldman Sachs
New York
$71M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$2.89M
3
HNB
3
Huntington National Bank
Ohio
$48M
4
State Street
4
State Street
Massachusetts
$16.6M
5
CC
5
Curian Capital
Colorado
$32.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ABC
151
Associated Banc-Corp
Wisconsin
$1.61M 21,005 – –
IC
152
InterOcean Capital
Illinois
$1.61M 20,998 -1,439 -6%
DMC
153
Drexel Morgan & Co
Pennsylvania
$1.6M 20,828 -55 -0.3%
HPBT
154
High Point Bank & Trust
North Carolina
$1.56M 20,424 +649 +3%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$1.55M 20,205 -617 -3%
FPA
156
Fieldpoint Private Advisors
New York
$1.55M 20,175 -3,515 -15%
BFC
157
Blue Fin Capital
Rhode Island
$1.54M 20,058 +1,005 +5%
SIC
158
Shoker Investment Counsel
Ohio
$1.52M 19,909 -2,171 -10%
TFCP
159
Twin Focus Capital Partners
Massachusetts
$1.48M 19,349 +202 +1%
VF
160
Virtu Financial
New York
$1.47M 19,238 +8,332 +76%
BC
161
Brinker Capital
Pennsylvania
$1.42M 18,592 – –
SPL
162
Smart Portfolios LLC
Washington
$1.34M 20,234 +20,234 New
LCM
163
LVM Capital Management
Michigan
$1.33M 17,420 -170 -1%
DBIA
164
Dumont & Blake Investment Advisors
New Jersey
$1.33M 17,376 +475 +3%
MHS
165
M Holdings Securities
Oregon
$1.33M 17,360 +1,275 +8%
MC
166
Moors & Cabot
Massachusetts
$1.32M 17,218 +17,218 New
HC
167
HHG & Company
Connecticut
$1.31M 17,060 +1,096 +7%
QIM
168
Quest Investment Management
Oregon
$1.27M 16,615 +9,230 +125%
CK
169
Carnick & Kubik
Colorado
$1.24M 16,235 +750 +5%
AMG
170
Asset Management Group
Connecticut
$1.23M 16,041 +1,227 +8%
PVH
171
Psagot Value Holdings
Israel
$1.22M 15,929 – –
RC
172
Randolph Company
Ohio
$1.22M 15,900 – –
HB
173
Homrich & Berg
Georgia
$1.18M 15,358 -1,252 -8%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$1.16M 15,081 +687 +5%
Jane Street
175
Jane Street
New York
$1.13M 14,772 +14,772 New
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