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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.

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
1
Managed Account Advisors
New Jersey
$165M
2
CNB
2
City National Bank
California
$95.7M
3
Bank of America
3
Bank of America
North Carolina
$355M
4
BTS
4
BB&T Securities
Virginia
$37M
5
Goldman Sachs
5
Goldman Sachs
New York
$71M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$59.6M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$2.89M
3
HNB
3
Huntington National Bank
Ohio
$48M
4
State Street
4
State Street
Massachusetts
$16.6M
5
CC
5
Curian Capital
Colorado
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
201
Millennium Management
New York
$859K +$859K +11,220 New
TSWM
202
Triangle Securities Wealth Management
North Carolina
$856K -$166K -2,162 -16%
ALA
203
Atherton Lane Advisers
California
$853K +$853K +11,139 New
YP
204
Yellowstone Partners
Idaho
$847K -$38.7K -505 -4%
BFO
205
Boston Family Office
Massachusetts
$839K -$159K -2,080 -16%
Citadel Advisors
206
Citadel Advisors
Florida
$813K +$813K +10,612 New
VNB
207
Valley National Bancorp
New York
$805K +$171K +2,234 +27%
BA
208
Birinyi Associates
Connecticut
$777K +$30.6K +400 +4%
TF
209
Tompkins Financial
New York
$770K – – –
BWM
210
Braver Wealth Management
Massachusetts
$770K +$613 +8 +0.1%
FA
211
FDx Advisors
Illinois
$769K -$49.6K -648 -6%
PFM
212
Phillips Financial Management
Indiana
$767K +$767K +10,061 New
CB
213
Chemical Bank
Michigan
$747K -$13.8K -180 -2%
CBU
214
CIBC Bank USA
Illinois
$741K – – –
MHIM
215
MacNealy Hoover Investment Management
Ohio
$739K -$23K -300 -3%
WIC
216
Woodmont Investment Counsel
Tennessee
$728K -$727K -9,486 -50%
DCM
217
Donaldson Capital Management
Indiana
$718K +$375K +4,896 +109%
PMFA
218
Plante Moran Financial Advisors
Michigan
$705K +$4.75K +62 +0.7%
SFA
219
Sequoia Financial Advisors
Ohio
$702K +$84.6K +1,104 +14%
FHB
220
First Hawaiian Bank
Hawaii
$696K – – –
AIP
221
Ameritas Investment Partners
Nebraska
$691K +$83.8K +1,095 +14%
RMCM
222
Reynders McVeigh Capital Management
Massachusetts
$687K -$11.5K -150 -2%
EFS
223
Essex Financial Services
Connecticut
$679K +$35.4K +462 +5%
LPC
224
Loeb Partners Corp
New York
$674K – – –
WEC
225
Winslow Evans & Crocker
Massachusetts
$669K +$55.6K +726 +9%
7 8
9
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