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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 %
FNBT
251
FineMark National Bank & Trust
Florida
$3.11M -$31.4K -256 -1%
PFS
252
Prospera Financial Services
Texas
$3.11M -$349K -2,839 -10%
BlackRock
253
BlackRock
New York
$3.09M -$60.3K -492 -2%
TFCP
254
Twin Focus Capital Partners
Massachusetts
$3.04M -$39.7K -324 -1%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$3M -$2.08M -17,000 -41%
HWA
256
Hillcrest Wealth Advisors
New Jersey
$2.99M -$52.1K -425 -2%
LA
257
Legacy Advisors
Pennsylvania
$2.96M +$1.87M +15,237 +172%
NW
258
NewEdge Wealth
Pennsylvania
$2.95M +$263K +2,148 +10%
TCA
259
Transcend Capital Advisors
New Jersey
$2.94M -$12.9K -105 -0.4%
CAL
260
Capital Analysts LLC
Pennsylvania
$2.94M -$14.9M -122,619 -84%
WF
261
Welch & Forbes
Massachusetts
$2.93M – – –
Citigroup
262
Citigroup
New York
$2.92M -$40.2K -328 -1%
FFN
263
Focus Financial Network
Minnesota
$2.86M -$141K -1,149 -5%
MAWCM
264
Mine & Arao Wealth Creation & Management
California
$2.8M +$238K +1,943 +9%
IC
265
IEQ Capital
California
$2.8M +$2.37M +19,322 +554%
KeyBank National Association
266
KeyBank National Association
Ohio
$2.79M -$8.58K -70 -0.3%
BPC
267
Banque Pictet & Cie
Switzerland
$2.78M +$57.9K +472 +2%
AWM
268
Apollon Wealth Management
South Carolina
$2.76M +$182K +1,483 +7%
PWM
269
Perigon Wealth Management
California
$2.71M -$570K -4,647 -17%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$2.7M -$188K -1,445 -7%
MA
271
Montag & Associates
Georgia
$2.69M +$490 +4 +0%
CL
272
Choreo LLC
Illinois
$2.68M +$486K +3,967 +22%
RWIA
273
Roger Wittlin Investment Advisory
California
$2.64M -$5.25M -42,856 -67%
BBWP
274
Beacon Bridge Wealth Partners
Pennsylvania
$2.64M +$292K +2,383 +12%
MA
275
Mutual Advisors
Nebraska
$2.59M -$134K -1,092 -5%
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