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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

385 hedge funds and large institutions have $3.85B invested in SPDR S&P Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 19 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
11.13%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.27%
New
42
Increased
148
Reduced
138
Closed
19
Calls
$5.03M
Puts
$2.3M
Net Calls
+$2.72M
Net Calls Change
+$1.07M

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$68.5M
2
MIH
2
Madison Investment Holdings
Wisconsin
$20.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$37.8M
4
WIC
4
Whitegate Investment Counselors
New Hampshire
$11.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$196M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$68.5M
2
State Street
2
State Street
Massachusetts
$56M
3
PNAA
3
Pictet North America Advisors
Switzerland
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$135M
5
ST
5
Sabal Trust
Florida
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$326M 4,425,259 -61,765 -1%
Bank of America
2
Bank of America
North Carolina
$306M 4,153,590 -226,817 -5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$272M 3,691,354 +2,145 +0.1%
U
4
UBS
Switzerland
$198M 2,686,168 -161,191 -6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$196M 2,664,322 +125,339 +5%
Wells Fargo
6
Wells Fargo
California
$167M 2,273,233 -22,566 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$135M 1,836,517 -422,558 -19%
SB
8
Suntrust Banks
Georgia
$128M 1,733,650 -124,436 -7%
JIC
9
Joel Isaacson & Co
New York
$94.6M 1,285,539 +77,893 +6%
RJA
10
Raymond James & Associates
Florida
$86.2M 1,170,871 +40,221 +4%
LPL Financial
11
LPL Financial
California
$77.3M 1,050,112 +5,729 +0.5%
CC
12
Curian Capital
Colorado
$69.2M 940,886 +56,761 +6%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$68.5M 931,360 +931,360 New
MAA
14
Managed Account Advisors
New Jersey
$68.5M 930,500 -800,410 -46%
V
15
Veritable
Delaware
$57.6M 783,217 +12,892 +2%
State Street
16
State Street
Massachusetts
$56M 760,521 -609,920 -45%
Goldman Sachs
17
Goldman Sachs
New York
$51.5M 699,438 +36,060 +5%
CC
18
Callan Capital
California
$48.2M 655,492 +57,166 +10%
CNB
19
City National Bank
California
$46.6M 633,105 +124,711 +25%
HNB
20
Huntington National Bank
Ohio
– – – –
CIA
21
Capital Investment Advisors
Georgia
$43.2M 586,692 +29,780 +5%
BUB
22
BBVA USA Bancshares
Texas
$41.9M 569,959 -54,066 -9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$41.2M 560,209 +4,273 +0.8%
AWE
24
Avidian Wealth Enterprises
Texas
$39M 530,172 +106,131 +25%
UCFA
25
United Capital Financial Advisors
Texas
$37.8M 514,359 +234,817 +84%
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