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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 %
MHIM
201
MacNealy Hoover Investment Management
Ohio
$713K +$713K +9,825 New
VNB
202
Valley National Bancorp
New York
$695K +$695K +9,575 New
BA
203
Birinyi Associates
Connecticut
$672K +$18.2K +250 +3%
PMFA
204
Plante Moran Financial Advisors
Michigan
$662K – – –
FHB
205
First Hawaiian Bank
Hawaii
$660K – – –
WPC
206
White Pine Capital
Minnesota
$654K – – –
LPC
207
Loeb Partners Corp
New York
$639K – – –
TWA
208
TCI Wealth Advisors
Arizona
$632K -$129K -1,778 -17%
RMCM
209
Reynders McVeigh Capital Management
Massachusetts
$631K – – –
EFS
210
Essex Financial Services
Connecticut
$616K -$5.37K -74 -0.9%
GJIC
211
Gamble Jones Investment Counsel
California
$612K +$218 +3 +0%
TC
212
Telemus Capital
Michigan
$598K +$38.8K +535 +7%
AIP
213
Ameritas Investment Partners
Nebraska
$589K -$72.7K -1,000 -11%
CWM
214
Cabot Wealth Management
Massachusetts
$581K -$161K -2,221 -22%
WEC
215
Winslow Evans & Crocker
Massachusetts
$579K +$579K +7,970 New
PFS
216
Prospera Financial Services
Texas
$569K -$140K -1,925 -20%
KeyBank National Association
217
KeyBank National Association
Ohio
$566K – – –
BWM
218
Baystate Wealth Management
Massachusetts
$561K +$561K +7,719 New
SFT
219
Simmons First Trust
Arkansas
$557K -$2M -27,505 -78%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$552K -$27.9K -385 -5%
Prudential Financial
221
Prudential Financial
New Jersey
$548K -$3.63K -50 -0.7%
HC
222
Hourglass Capital
Texas
$545K -$10.9K -150 -2%
AC
223
Addison Capital
Pennsylvania
$537K +$537K +7,401 New
BP
224
Ballentine Partners
Massachusetts
$536K – – –
KWMG
225
King Wealth Management Group
Florida
$526K +$526K +7,236 New
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