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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

325 hedge funds and large institutions have $3.46B invested in SPDR S&P Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 325 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
325
Holders Change
+325
Holders Change %
–
% of All Funds
10.61%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
%
% of All Funds
1.24%
New
325
Increased
–
Reduced
–
Closed
–
Calls
$11.2M
Puts
$6.99M
Net Calls
+$4.2M
Net Calls Change
+$4.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$344M
2
Bank of America
2
Bank of America
North Carolina
$262M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M
4
State Street
4
State Street
Massachusetts
$222M
5
U
5
UBS
Switzerland
$183M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$344M 5,182,219 +5,182,219 New
Bank of America
2
Bank of America
North Carolina
$262M 3,957,427 +3,957,427 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M 3,492,133 +3,492,133 New
State Street
4
State Street
Massachusetts
$222M 3,344,675 +3,344,675 New
U
5
UBS
Switzerland
$183M 2,757,852 +2,757,852 New
Jones Financial Companies
6
Jones Financial Companies
Missouri
$159M 2,405,670 +2,405,670 New
Wells Fargo
7
Wells Fargo
California
$159M 2,397,240 +2,397,240 New
SB
8
Suntrust Banks
Georgia
$123M 1,858,592 +1,858,592 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$117M 1,770,266 +1,770,266 New
RJA
10
Raymond James & Associates
Florida
$79.1M 1,193,299 +1,193,299 New
LPL Financial
11
LPL Financial
California
$71.2M 1,074,368 +1,074,368 New
JIC
12
Joel Isaacson & Co
New York
$68.8M 1,038,169 +1,038,169 New
V
13
Veritable
Delaware
$55.9M 843,437 +843,437 New
CC
14
Curian Capital
Colorado
$50.8M 766,893 +766,893 New
BUB
15
BBVA USA Bancshares
Texas
$50.1M 755,472 +755,472 New
B
16
Baird
Wisconsin
$42.8M 646,170 +646,170 New
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$39.4M 594,789 +594,789 New
UCFA
18
United Capital Financial Advisors
Texas
$39M 588,472 +588,472 New
CNB
19
City National Bank
California
$38.3M 577,621 +577,621 New
MAA
20
Managed Account Advisors
New Jersey
$33.8M 510,064 +510,064 New
CC
21
Callan Capital
California
$33M 497,674 +497,674 New
DWM
22
Destination Wealth Management
California
$31.6M 476,844 +476,844 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$30.6M 461,792 +461,792 New
HCM
24
Hengehold Capital Management
Ohio
$27M 407,678 +407,678 New
Ameriprise
25
Ameriprise
Minnesota
$26.2M 394,952 +394,952 New
1
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