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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.

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
1
Managed Account Advisors
New Jersey
$126M
2
CIA
2
Capital Investment Advisors
Georgia
$40.4M
3
PNAA
3
Pictet North America Advisors
Switzerland
$35.7M
4
AWE
4
Avidian Wealth Enterprises
Texas
$30.7M
5
Bank of America
5
Bank of America
North Carolina
$318M

Top Sellers

1
State Street
1
State Street
Massachusetts
$99.5M
2
UCFA
2
United Capital Financial Advisors
Texas
$20.3M
3
AIA
3
Arrow Investment Advisors
Maryland
$0
4
SGAM
4
Steinberg Global Asset Management
Florida
$262K
5
IT
5
Investors Trust
Texas
$404K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$326M 4,487,024 +61,533 +1%
Bank of America
2
Bank of America
North Carolina
$318M 4,380,407 +264,394 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$268M 3,689,209 +43,204 +1%
U
4
UBS
Switzerland
$207M 2,847,359 +122,140 +4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$184M 2,538,983 +53,905 +2%
Wells Fargo
6
Wells Fargo
California
$167M 2,295,799 +95,681 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$164M 2,259,075 +246,472 +12%
SB
8
Suntrust Banks
Georgia
$135M 1,858,086 +32,698 +2%
MAA
9
Managed Account Advisors
New Jersey
$126M 1,730,910 +1,407,965 +436%
State Street
10
State Street
Massachusetts
$99.5M 1,370,441 -569,634 -29%
JIC
11
Joel Isaacson & Co
New York
$87.7M 1,207,646 +60,044 +5%
RJA
12
Raymond James & Associates
Florida
$82.1M 1,130,650 +3,335 +0.3%
LPL Financial
13
LPL Financial
California
$75.8M 1,044,383 +51,012 +5%
CC
14
Curian Capital
Colorado
$64.2M 884,125 -52,109 -6%
V
15
Veritable
Delaware
$55.9M 770,325 -12,734 -2%
Goldman Sachs
16
Goldman Sachs
New York
$48.2M 663,378 -18,377 -3%
BUB
17
BBVA USA Bancshares
Texas
$45.3M 624,025 -55,064 -8%
CC
18
Callan Capital
California
$43.5M 598,326 +48,587 +9%
SPIA
19
Strategic Point Investment Advisors
Rhode Island
$42.1M 580,406 -6,688 -1%
CIA
20
Capital Investment Advisors
Georgia
$40.4M 556,912 +556,912 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.4M 555,936 +45,075 +9%
Ameriprise
22
Ameriprise
Minnesota
$40.2M 553,629 +61,309 +12%
CNB
23
City National Bank
California
$36.9M 508,394 -12,046 -2%
PNAA
24
Pictet North America Advisors
Switzerland
$35.7M 492,092 +492,092 New
DWM
25
Destination Wealth Management
California
$35M 482,008 +3,333 +0.7%
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