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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

391 hedge funds and large institutions have $4.01B invested in SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$289M
2
BTS
2
BB&T Securities
Virginia
$90.2M
3
MB
3
Mizuho Bank
Japan
$30M
4
BMM
4
Berkshire Money Management
Massachusetts
$22.6M
5
SPL
5
Smart Portfolios LLC
Washington
$9.31M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$319M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$124M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
SB
4
Suntrust Banks
Georgia
$121M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$325M 4,330,836 -118,463 -3%
Bank of America
2
Bank of America
North Carolina
$319M 4,252,533 -379,166 -8%
MAA
3
Managed Account Advisors
New Jersey
$289M 3,850,091 +1,691,589 +78%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$212M 2,831,194 +92,772 +3%
U
5
UBS
Switzerland
$207M 2,758,863 +94,658 +4%
Wells Fargo
6
Wells Fargo
California
$184M 2,452,167 +82,735 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$124M 1,654,656 -270,740 -14%
SB
8
Suntrust Banks
Georgia
$121M 1,612,578 -96,859 -6%
JIC
9
Joel Isaacson & Co
New York
$104M 1,389,468 +59,443 +4%
RJA
10
Raymond James & Associates
Florida
$95M 1,267,198 +54,544 +4%
BTS
11
BB&T Securities
Virginia
$90.2M 120,340 +72,004 +149%
CNB
12
City National Bank
California
$89.4M 1,192,823 -57,001 -5%
LPL Financial
13
LPL Financial
California
$84.4M 1,138,388 +38,354 +3%
Goldman Sachs
14
Goldman Sachs
New York
$73.6M 982,083 +55,064 +6%
V
15
Veritable
Delaware
$59.4M 792,804 +14,121 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$56.7M 756,032 -21,737 -3%
HNB
17
Huntington National Bank
Ohio
– – – –
AWE
18
Avidian Wealth Enterprises
Texas
$46.6M 621,263 +31,918 +5%
CIA
19
Capital Investment Advisors
Georgia
$46M 613,175 +20,498 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$45.1M 602,437 +9,236 +2%
CC
21
Callan Capital
California
$45M 600,179 -3,434 -0.6%
BUB
22
BBVA USA Bancshares
Texas
$41M 546,675 -16,005 -3%
UCFA
23
United Capital Financial Advisors
Texas
$40.5M 540,396 +36,628 +7%
SPIA
24
Strategic Point Investment Advisors
Rhode Island
$36.1M 482,199 +4,110 +0.9%
DWM
25
Destination Wealth Management
California
$35.6M 475,785 -9,572 -2%
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