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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 %
OFS
176
Orrstown Financial Services
Pennsylvania
$1.05M -$22.1K -300 -2%
RFC
177
Regions Financial Corp
Alabama
$1.04M -$92K -1,250 -8%
TRCT
178
Tower Research Capital (TRC)
New York
$1.02M +$578K +7,851 +130%
CCM
179
Coldstream Capital Management
Washington
$1.02M – – –
CCM
180
Compton Capital Management
Rhode Island
$997K -$5.52K -75 -0.6%
FFBTD
181
First Financial Bank - Trust Division
Ohio
$979K +$117K +1,589 +14%
OAM
182
Occidental Asset Management
California
$976K +$976K +13,266 New
CL
183
Choreo LLC
Illinois
$966K +$966K +13,130 New
BFO
184
Boston Family Office
Massachusetts
$959K -$32.7K -445 -3%
BFG
185
Bouchey Financial Group
New York
$933K – – –
MFBTD
186
MB Financial Bank - Trust Department
Illinois
$931K +$40.1K +545 +5%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$915K +$1.69K +23 +0.2%
PSI
188
Pinnacle Summer Investments
Virginia
$904K -$24.3K -325 -3%
LGC
189
Laurel Grove Capital
California
$899K +$10.8K +147 +1%
TSWM
190
Triangle Securities Wealth Management
North Carolina
$880K +$43.6K +660 +5%
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$865K +$865K +11,760 New
DSC
192
Duncker Streett & Co
Missouri
$852K +$3.9K +53 +0.5%
YP
193
Yellowstone Partners
Idaho
$851K +$30.9K +420 +4%
TBA
194
Train Babcock Advisors
New York
$848K -$5.67K -77 -0.7%
LIA
195
LS Investment Advisors
Michigan
$845K -$539K -7,327 -39%
KFS
196
KMS Financial Services
Washington
$827K -$235K -3,194 -22%
MPM
197
Meritage Portfolio Management
Kansas
$813K -$75.8K -1,030 -9%
VF
198
Virtu Financial
New York
$802K +$802K +10,906 New
FA
199
FDx Advisors
Illinois
$787K +$519K +7,055 +194%
DBT
200
Dubuque Bank & Trust
Iowa
$773K -$181K -2,457 -19%
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