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

Top Sellers

1
State Street
State Street
Massachusetts
$99.5M
2
HNB
Huntington National Bank
Ohio
$32.8M
3
UCFA
United Capital Financial Advisors
Texas
$20.3M
4
AIA
Arrow Investment Advisors
Maryland
$0
5
SGAM
Steinberg Global Asset Management
Florida
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$1.03M +$300K +4,125 +41%
FNBT
177
FineMark National Bank & Trust
Florida
$1.02M -$581 -8 -0.1%
CCM
178
Coldstream Capital Management
Washington
$1.01M -$97K -1,336 -9%
CCM
179
Compton Capital Management
Rhode Island
$990K -$9.08K -125 -0.9%
BFO
180
Boston Family Office
Massachusetts
$979K +$251K +3,455 +34%
AMG
181
Asset Management Group
Connecticut
$943K +$135K +1,864 +17%
DBT
182
Dubuque Bank & Trust
Iowa
$941K +$564K +7,765 +149%
TSWM
183
Triangle Securities Wealth Management
North Carolina
$920K -$21.8K -300 -2%
BFG
184
Bouchey Financial Group
New York
$918K +$918K +12,680 New
PSI
185
Pinnacle Summer Investments
Virginia
$903K -$142K -1,950 -14%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$901K +$313K +4,313 +53%
SSB
187
Sandy Spring Bank
Maryland
$889K +$70.3K +969 +9%
CB
188
Chemical Bank
Michigan
$881K -$103K -1,423 -11%
MFBTD
189
MB Financial Bank - Trust Department
Illinois
$879K -$799 -11 -0.1%
MPM
190
Meritage Portfolio Management
Kansas
$877K +$291K +4,010 +50%
LGC
191
Laurel Grove Capital
California
$876K -$26.4K -363 -3%
RCM
192
Rotella Capital Management
Washington
$871K -$87.1K -1,200 -9%
FFBTD
193
First Financial Bank - Trust Division
Ohio
$850K +$850K +11,705 New
TBA
194
Train Babcock Advisors
New York
$843K -$27.3K -375 -3%
DSC
195
Duncker Streett & Co
Missouri
$837K -$4.5K -62 -0.5%
YP
196
Yellowstone Partners
Idaho
$809K +$809K +11,140 New
MHS
197
M Holdings Securities
Oregon
$775K +$775K +10,671 New
HC
198
HHG & Company
Connecticut
$738K +$351K +4,854 +91%
BWM
199
Braver Wealth Management
Massachusetts
$729K +$2.32K +32 +0.3%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$720K +$142K +1,958 +25%
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