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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
State Street
3
State Street
Massachusetts
$16.6M
4
CC
4
Curian Capital
Colorado
$32.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$355M 4,631,699 +478,109 +12%
Morgan Stanley
2
Morgan Stanley
New York
$341M 4,449,299 +24,040 +0.5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$210M 2,738,422 +74,100 +3%
U
4
UBS
Switzerland
$204M 2,664,205 -21,963 -0.8%
Wells Fargo
5
Wells Fargo
California
$181M 2,369,432 +96,199 +4%
MAA
6
Managed Account Advisors
New Jersey
$165M 2,158,502 +1,228,002 +132%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$147M 1,925,396 +88,879 +5%
SB
8
Suntrust Banks
Georgia
$131M 1,709,437 -24,213 -1%
JIC
9
Joel Isaacson & Co
New York
$102M 1,330,025 +44,486 +3%
CNB
10
City National Bank
California
$95.7M 1,249,824 +616,719 +97%
RJA
11
Raymond James & Associates
Florida
$92.9M 1,212,654 +41,783 +4%
LPL Financial
12
LPL Financial
California
$84.3M 1,100,034 +49,922 +5%
Goldman Sachs
13
Goldman Sachs
New York
$71M 927,019 +227,581 +33%
V
14
Veritable
Delaware
$59.6M 778,683 -4,534 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.6M 777,769 -2,913,585 -79%
HNB
16
Huntington National Bank
Ohio
– – – –
CC
17
Callan Capital
California
$46.2M 603,613 -51,879 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$45.4M 593,201 +32,992 +6%
CIA
19
Capital Investment Advisors
Georgia
$45.4M 592,677 +5,985 +1%
AWE
20
Avidian Wealth Enterprises
Texas
$45.1M 589,345 +59,173 +11%
BUB
21
BBVA USA Bancshares
Texas
$43.1M 562,680 -7,279 -1%
UCFA
22
United Capital Financial Advisors
Texas
$38.6M 503,768 -10,591 -2%
Ameriprise
23
Ameriprise
Minnesota
$37.9M 494,899 -983 -0.2%
DWM
24
Destination Wealth Management
California
$37.2M 485,357 +2,867 +0.6%
BTS
25
BB&T Securities
Virginia
$37M 48,336 +40,807 +542%
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