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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
Providence Wealth Advisors
Illinois
$4.42M -$516K -4,154 -10%
LF
227
LifeSteps Financial
California
$4.4M -$149K -1,204 -3%
FCM
228
Firestone Capital Management
Florida
$4.34M -$5.44K -44 -0.1%
FFP
229
Forbes Financial Planning
Rhode Island
$4.2M +$2M +16,127 +90%
JWCA
230
J.W. Cole Advisors
Florida
$4.11M -$1.49M -12,080 -27%
TCFP
231
Treasure Coast Financial Planning
Florida
$4.09M +$2.61M +21,121 +177%
SYBT
232
Stock Yards Bank & Trust
Kentucky
$4.04M -$4.33K -35 -0.1%
Citadel Advisors
233
Citadel Advisors
Florida
$3.98M +$1.12M +9,051 +39%
LMIM
234
Lockheed Martin Investment Management
Maryland
$3.92M +$3.92M +31,700 New
UBG
235
United Bank (Georgia)
Georgia
$3.91M -$990 -8 -0%
CAM
236
Cresset Asset Management
Illinois
$3.91M +$49.4K +399 +1%
GB
237
Gunma Bank
Japan
$3.84M +$3.84M +31,000 New
IF
238
Intrua Financial
Texas
$3.83M +$2.3M +18,948 +150%
JIC
239
Johnson Investment Counsel
Ohio
$3.79M +$100K +810 +3%
TRCT
240
Tower Research Capital (TRC)
New York
$3.79M +$779K +6,300 +26%
PSCM
241
Per Stirling Capital Management
Texas
$3.78M +$2.96M +23,947 +364%
SIG
242
Stonegate Investment Group
Alabama
$3.74M +$1.94M +15,703 +108%
AIA
243
Avalon Investment & Advisory
Texas
$3.7M -$1.63M -13,212 -31%
MBTD
244
Mechanics Bank - Trust Department
California
$3.7M -$45.8K -370 -1%
MSAM
245
Moloney Securities Asset Management
Missouri
$3.67M +$55.4K +448 +2%
PA
246
Parallel Advisors
California
$3.66M -$218K -1,765 -6%
PIA
247
Perennial Investment Advisors
California
$3.65M +$344K +2,778 +10%
NRI
248
NFP Retirement Inc
California
$3.65M +$573K +4,635 +19%
EWA
249
EverSource Wealth Advisors
Alabama
$3.62M +$177K +1,433 +5%
T
250
TCWP
Ohio
$3.59M +$113K +915 +3%
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