SDY icon

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 %
NDSI
251
Newman Dignan & Sheerar Inc
Rhode Island
$3.58M -$22.6K -183 -0.6%
GRP
252
Global Retirement Partners
California
$3.57M +$788K +6,425 +28%
IA
253
Insight Advisors
Pennsylvania
$3.55M +$1.41M +11,434 +66%
ES
254
Eagle Strategies
New York
$3.51M +$157K +1,268 +5%
BAM
255
Belpointe Asset Management
Nevada
$3.49M +$50.8K +411 +1%
PFS
256
Prospera Financial Services
Texas
$3.49M -$1.69M -13,623 -33%
MCA
257
MSH Capital Advisors
Arizona
$3.47M +$317K +2,560 +10%
CF
258
Centaurus Financial
California
$3.38M -$43.2K -349 -1%
FWM
259
FSA Wealth Management
Massachusetts
$3.38M -$83.4K -674 -2%
DBIA
260
Dumont & Blake Investment Advisors
New Jersey
$3.33M -$495 -4 -0%
PWM
261
Perigon Wealth Management
California
$3.31M -$51.8K -419 -2%
RWMG
262
Redwood Wealth Management Group
New Jersey
$3.3M -$119K -964 -3%
BRWA
263
B. Riley Wealth Advisors
Florida
$3.24M -$149K -1,207 -4%
VWA
264
Visionary Wealth Advisors
Illinois
$3.22M +$82.1K +664 +3%
AMG
265
Asset Management Group
Connecticut
$3.18M +$18.6K +150 +0.6%
BlackRock
266
BlackRock
New York
$3.18M -$70.6K -571 -2%
FNBT
267
FineMark National Bank & Trust
Florida
$3.17M +$43.5K +352 +1%
MA
268
MAS Advisors
Florida
$3.13M – – –
TFCP
269
Twin Focus Capital Partners
Massachusetts
$3.11M – – –
SCA
270
Snowden Capital Advisors
New York
$3.09M -$4.21K -34 -0.1%
HWA
271
Hillcrest Wealth Advisors
New Jersey
$3.07M -$30.9K -250 -1%
FFN
272
Focus Financial Network
Minnesota
$3.03M +$136K +1,103 +5%
CPC
273
Consolidated Planning Corp
Georgia
$3.01M -$914K -7,392 -23%
Citigroup
274
Citigroup
New York
$2.99M +$72.2K +584 +2%
TCA
275
Transcend Capital Advisors
New Jersey
$2.98M -$9.65K -78 -0.3%
9 10
11
12 13