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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,091 hedge funds and large institutions have $9.67B invested in SPDR S&P Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 319 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
17.21%
Holding in Top 10
60
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.04%
% of All Funds
0.95%
New
61
Increased
319
Reduced
430
Closed
65
Calls
$17.1M
Puts
$4.6M
Net Calls
+$12.5M
Net Calls Change
+$1.13M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
Joel Isaacson & Co
New York
$286M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$0
2
MCC
Money Concepts Capital
Florida
$220K
3
3AM
3EDGE Asset Management
Florida
$0
4
RJA
Raymond James & Associates
Florida
$285M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
Intrua Financial
Texas
$3.67M -$194K -1,584 -5%
PIA
227
Perennial Investment Advisors
California
$3.66M +$40.3K +329 +1%
EWA
228
EverSource Wealth Advisors
Alabama
$3.66M +$66.1K +539 +2%
MBTD
229
Mechanics Bank - Trust Department
California
$3.65M -$22.3K -182 -0.6%
GRP
230
Global Retirement Partners
California
$3.64M +$70.5K +575 +2%
MSAM
231
Moloney Securities Asset Management
Missouri
$3.61M -$24.8K -202 -0.7%
VWA
232
Visionary Wealth Advisors
Illinois
$3.61M +$411K +3,353 +13%
NRI
233
NFP Retirement Inc
California
$3.6M -$15.2K -124 -0.4%
PSCM
234
Per Stirling Capital Management
Texas
$3.59M -$149K -1,217 -4%
AF
235
Allworth Financial
California
$3.57M -$1.09M -8,920 -23%
MCA
236
MSH Capital Advisors
Arizona
$3.56M +$121K +985 +4%
JWCA
237
J.W. Cole Advisors
Florida
$3.56M -$517K -4,215 -13%
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$3.54M -$6.99K -57 -0.2%
BPWM
239
Badgley Phelps Wealth Managers
Washington
$3.47M +$3.47M +28,286 New
PA
240
Parallel Advisors
California
$3.45M -$173K -1,411 -5%
JIC
241
Johnson Investment Counsel
Ohio
$3.37M -$382K -3,116 -10%
ES
242
Eagle Strategies
New York
$3.3M -$176K -1,439 -5%
FWM
243
FSA Wealth Management
Massachusetts
$3.29M -$59.5K -485 -2%
DBIA
244
Dumont & Blake Investment Advisors
New Jersey
$3.28M -$15.9K -130 -0.5%
MA
245
MAS Advisors
Florida
$3.28M +$181K +1,479 +6%
RWMG
246
Redwood Wealth Management Group
New Jersey
$3.24M -$26.8K -219 -0.8%
CPC
247
Consolidated Planning Corp
Georgia
$3.23M +$239K +1,949 +8%
BRWA
248
B. Riley Wealth Advisors
Florida
$3.18M -$35.5K -290 -1%
AMG
249
Asset Management Group
Connecticut
$3.17M +$21K +171 +0.7%
SCA
250
Snowden Capital Advisors
New York
$3.17M +$108K +878 +4%
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