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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in SPDR S&P Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
325
Holders Change
–
Holders Change %
0%
% of All Funds
10.54%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.3%
New
28
Increased
122
Reduced
122
Closed
24
Calls
$10.5M
Puts
$4.88M
Net Calls
+$5.66M
Net Calls Change
+$1.46M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$47M
3
BMM
3
Berkshire Money Management
Massachusetts
$17.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$139M
5
TCM
5
TD Capital Management
Tennessee
$16.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$134M
2
Morgan Stanley
2
Morgan Stanley
New York
$305M
3
B
3
Baird
Wisconsin
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$152M
5
MAA
5
Managed Account Advisors
New Jersey
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$305M 4,425,491 -756,728 -15%
Bank of America
2
Bank of America
North Carolina
$284M 4,116,013 +158,586 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$251M 3,646,005 +153,872 +4%
U
4
UBS
Switzerland
$188M 2,725,219 -32,633 -1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$171M 2,485,078 +79,408 +3%
Wells Fargo
6
Wells Fargo
California
$152M 2,200,118 -197,122 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$139M 2,012,603 +242,337 +14%
State Street
8
State Street
Massachusetts
$134M 1,940,075 -1,404,600 -42%
SB
9
Suntrust Banks
Georgia
$126M 1,825,388 -33,204 -2%
JIC
10
Joel Isaacson & Co
New York
$79.1M 1,147,602 +109,433 +11%
RJA
11
Raymond James & Associates
Florida
$77.7M 1,127,315 -65,984 -6%
LPL Financial
12
LPL Financial
California
$69.5M 993,371 -80,997 -8%
CC
13
Curian Capital
Colorado
$64.5M 936,234 +169,341 +22%
V
14
Veritable
Delaware
$54M 783,059 -60,378 -7%
Goldman Sachs
15
Goldman Sachs
New York
$47M 681,755 +298,353 +78%
BUB
16
BBVA USA Bancshares
Texas
$46.8M 679,089 -76,383 -10%
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$40.5M 587,094 -7,695 -1%
CC
18
Callan Capital
California
$37.8M 549,739 +52,065 +10%
UCFA
19
United Capital Financial Advisors
Texas
$36.5M 529,091 -59,381 -10%
CNB
20
City National Bank
California
$35.9M 520,440 -57,181 -10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$35.2M 510,861 +49,069 +11%
Ameriprise
22
Ameriprise
Minnesota
$34M 492,320 +97,368 +25%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.4M 484,397 +464,978 +2,394%
DWM
24
Destination Wealth Management
California
$33M 478,675 +1,831 +0.4%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$26.6M 386,001 +29,399 +8%
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