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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$92.2M
2
CIA
Capital Investment Advisors
Georgia
$68M
3
CA
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
Ameriprise
Minnesota
$350M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
BFS
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
Morgan Stanley
New York
$605M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
251
FSA Wealth Management
Massachusetts
$2.88M -$201K -1,746 -7%
MAM
252
Madison Asset Management
Wisconsin
$2.88M -$9.5M -82,621 -77%
FNBT
253
FineMark National Bank & Trust
Florida
$2.85M -$62.1K -540 -2%
MAWCM
254
Mine & Arao Wealth Creation & Management
California
$2.85M +$229K +1,988 +9%
TFCP
255
Twin Focus Capital Partners
Massachusetts
$2.82M -$33.8K -294 -1%
CPC
256
Consolidated Planning Corp
Georgia
$2.81M -$211K -1,836 -7%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.81M -$172K -1,495 -6%
PFS
258
Prospera Financial Services
Texas
$2.78M -$138K -1,198 -5%
TCA
259
Transcend Capital Advisors
New Jersey
$2.76M -$4.14K -36 -0.1%
WF
260
Welch & Forbes
Massachusetts
$2.75M – – –
HWA
261
Hillcrest Wealth Advisors
New Jersey
$2.72M -$77.6K -675 -3%
NW
262
NewEdge Wealth
Pennsylvania
$2.72M -$42.2K -367 -2%
BBWP
263
Beacon Bridge Wealth Partners
Pennsylvania
$2.7M +$224K +1,949 +9%
IP
264
Investment Partners
Ohio
$2.61M +$667K +5,803 +34%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$2.59M -$230K -2,000 -8%
KPWS
266
Kestra Private Wealth Services
Texas
$2.57M +$423K +3,674 +20%
EW
267
Evoke Wealth
California
$2.56M +$2.56M +22,236 New
MA
268
Montag & Associates
Georgia
$2.53M +$460 +4 +0%
CIC
269
Carnegie Investment Counsel
Ohio
$2.5M +$435K +3,784 +21%
RWIA
270
Roger Wittlin Investment Advisory
California
$2.49M +$16.3K +142 +0.7%
TWC
271
TD Waterhouse Canada
Ontario, Canada
$2.49M -$19.4K -160 -0.8%
VAG
272
VisionPoint Advisory Group
Texas
$2.49M +$120K +1,046 +5%
WWM
273
Western Wealth Management
Colorado
$2.47M -$4M -34,818 -62%
AWM
274
Axxcess Wealth Management
California
$2.44M +$543K +4,720 +29%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$2.44M +$88.4K +769 +4%
9 10
11
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