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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$46.9M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$325M
5
SB
5
Suntrust Banks
Georgia
$121M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
151
NewFocus Financial Group
Washington
$1.56M 20,824 -21,987 -51%
AMG
152
Asset Management Group
Connecticut
$1.56M 20,780 +4,739 +30%
DMC
153
Drexel Morgan & Co
Pennsylvania
$1.55M 20,628 -200 -1%
HPBT
154
High Point Bank & Trust
North Carolina
$1.53M 20,432 +8 +0%
BFC
155
Blue Fin Capital
Rhode Island
$1.51M 20,099 +41 +0.2%
GT
156
Greenleaf Trust
Michigan
$1.46M 19,519 -2,562 -12%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$1.45M 19,356 +7 +0%
FPA
158
Fieldpoint Private Advisors
New York
$1.44M 19,270 -905 -4%
SIC
159
Shoker Investment Counsel
Ohio
$1.42M 18,955 -954 -5%
FIM
160
Freedom Investment Management
Connecticut
$1.4M 18,609 +7,280 +64%
BC
161
Brinker Capital
Pennsylvania
$1.39M 18,592 – –
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.33M 17,719 -31,698 -64%
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$1.31M 17,520 +144 +0.8%
MHS
164
M Holdings Securities
Oregon
$1.31M 17,502 +142 +0.8%
SSB
165
Sandy Spring Bank
Maryland
$1.3M 17,281 +4,625 +37%
BRWA
166
B. Riley Wealth Advisors
Florida
$1.29M 17,172 -6,393 -27%
MC
167
Moors & Cabot
Massachusetts
$1.26M 16,872 -346 -2%
LCM
168
LVM Capital Management
Michigan
$1.26M 16,840 -580 -3%
CG
169
Colony Group
Massachusetts
$1.25M 16,660 +2,557 +18%
QIM
170
Quest Investment Management
Oregon
$1.25M 16,615 – –
PVH
171
Psagot Value Holdings
Israel
$1.19M 15,929 – –
FA
172
FDx Advisors
Illinois
$1.18M 15,766 +5,720 +57%
HB
173
Homrich & Berg
Georgia
$1.15M 15,358 – –
CL
174
Choreo LLC
Illinois
$1.11M 14,829 +1,278 +9%
CK
175
Carnick & Kubik
Colorado
$1.1M 14,650 -1,585 -10%
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