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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LIA
176
LS Investment Advisors
Michigan
$1.08M +$111K +1,480 +11%
AMCA
177
Arthur M. Cohen & Associates
Illinois
$1.08M +$1.08M +11,820 New
DBT
178
Dubuque Bank & Trust
Iowa
$1.07M +$128K +1,710 +14%
CCM
179
Coldstream Capital Management
Washington
$1.03M +$7.5K +100 +0.7%
CCM
180
Compton Capital Management
Rhode Island
$1M -$7.5K -100 -0.7%
Two Sigma Advisers
181
Two Sigma Advisers
New York
$989K +$989K +13,200 New
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$943K +$22.1K +295 +2%
JFA
183
JNBA Financial Advisors
Minnesota
$937K -$98.9K -1,320 -10%
RCAG
184
Rehmann Capital Advisory Group
Michigan
$930K +$899 +12 +0.1%
RC
185
Randolph Company
Ohio
$929K -$262K -3,500 -22%
MPM
186
Meritage Portfolio Management
Kansas
$927K -$8.62K -115 -0.9%
KFS
187
KMS Financial Services
Washington
$925K +$77.3K +1,031 +9%
NFG
188
Next Financial Group
Texas
$925K +$915K +12,209 +9,249%
RCM
189
Rotella Capital Management
Washington
$922K – – –
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$917K -$214K -2,851 -19%
ALA
191
Atherton Lane Advisers
California
$905K +$70.4K +940 +8%
WPC
192
White Pine Capital
Minnesota
$899K – – –
IAA
193
Ironsides Asset Advisors
North Carolina
$896K -$199K -2,660 -18%
TSWM
194
Triangle Securities Wealth Management
North Carolina
$888K +$51.1K +682 +6%
PSI
195
Pinnacle Summer Investments
Virginia
$887K -$30.4K -405 -3%
DSC
196
Duncker Streett & Co
Missouri
$863K +$1.95K +26 +0.2%
BFG
197
Bouchey Financial Group
New York
$843K -$107K -1,430 -11%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$830K -$76.8K -1,024 -8%
TBA
199
Train Babcock Advisors
New York
$827K -$46.1K -615 -5%
YP
200
Yellowstone Partners
Idaho
$827K -$1.12K -15 -0.1%
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