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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.

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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.89M
3
HNB
Huntington National Bank
Ohio
$48M
4
State Street
State Street
Massachusetts
$16.6M
5
CC
Curian Capital
Colorado
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
176
Ironsides Asset Advisors
North Carolina
$1.12M +$1.12M +14,618 New
MFBTD
177
MB Financial Bank - Trust Department
Illinois
$1.11M +$140K +1,830 +14%
CG
178
Colony Group
Massachusetts
$1.08M -$82.6K -1,079 -7%
TAM
179
Tocqueville Asset Management
New York
$1.07M +$1.07M +13,935 New
JFA
180
JNBA Financial Advisors
Minnesota
$1.06M -$181K -2,364 -15%
CCM
181
Coldstream Capital Management
Washington
$1.04M -$16.1K -210 -2%
CL
182
Choreo LLC
Illinois
$1.04M +$32.2K +421 +3%
CCM
183
Compton Capital Management
Rhode Island
$1.03M -$7.66K -100 -0.7%
LIA
184
LS Investment Advisors
Michigan
$995K +$115K +1,500 +13%
BFG
185
Bouchey Financial Group
New York
$971K – – –
SSB
186
Sandy Spring Bank
Maryland
$970K +$970K +12,656 New
DBT
187
Dubuque Bank & Trust
Iowa
$963K +$159K +2,073 +20%
MPM
188
Meritage Portfolio Management
Kansas
$957K +$110K +1,440 +13%
RCAG
189
Rehmann Capital Advisory Group
Michigan
$950K -$2.3K -30 -0.2%
RCM
190
Rotella Capital Management
Washington
$942K -$345K -4,500 -27%
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$939K +$40.9K +535 +5%
PSI
192
Pinnacle Summer Investments
Virginia
$937K +$9.95K +130 +1%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$927K +$137K +1,793 +17%
OFS
194
Orrstown Financial Services
Pennsylvania
$920K -$169K -2,200 -15%
WPC
195
White Pine Capital
Minnesota
$919K +$153K +2,000 +20%
BRWA
196
B. Riley Wealth Advisors
Florida
$896K +$188K +4,933 +26%
TBA
197
Train Babcock Advisors
New York
$891K +$9.72K +127 +1%
DSC
198
Duncker Streett & Co
Missouri
$880K -$6.74K -88 -0.8%
FIM
199
Freedom Investment Management
Connecticut
$868K +$557K +7,274 +179%
KFS
200
KMS Financial Services
Washington
$866K +$5.74K +75 +0.7%
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