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 %
WF
276
Welch & Forbes
Massachusetts
$2.96M -$27K -218 -0.9%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$2.93M +$189K +1,437 +7%
HSBC Holdings
278
HSBC Holdings
United Kingdom
$2.87M -$307K -1,970 -10%
KeyBank National Association
279
KeyBank National Association
Ohio
$2.83M +$120K +974 +4%
MA
280
Mutual Advisors
Nebraska
$2.75M -$283K -2,286 -9%
BPC
281
Banque Pictet & Cie
Switzerland
$2.75M -$2.62M -21,162 -49%
MA
282
Montag & Associates
Georgia
$2.72M -$41.4K -335 -2%
NW
283
NewEdge Wealth
Pennsylvania
$2.71M +$2.71M +21,884 New
NCM
284
Narwhal Capital Management
Georgia
$2.63M -$16.1K -130 -0.6%
CAGAS
285
Capital Advisory Group Advisory Services
Minnesota
$2.6M -$216K -1,748 -8%
AWM
286
Apollon Wealth Management
South Carolina
$2.6M -$111K -897 -4%
ATC
287
Argent Trust Co
Tennessee
$2.6M – – –
USCWA
288
U.S. Capital Wealth Advisors
Texas
$2.59M +$95K +768 +4%
MAWCM
289
Mine & Arao Wealth Creation & Management
California
$2.58M +$124K +1,002 +5%
GW
290
GW & Wade
Massachusetts
$2.58M -$18.6K -150 -0.7%
SWM
291
Spire Wealth Management
Virginia
$2.57M +$566K +4,576 +28%
BPA
292
Beacon Pointe Advisors
California
$2.56M +$595K +4,810 +30%
VAG
293
VisionPoint Advisory Group
Texas
$2.54M -$303K -2,484 -11%
DW
294
Domani Wealth
Pennsylvania
$2.53M – – –
VVP
295
Venture Visionary Partners
Ohio
$2.52M +$79.9K +646 +3%
CB
296
Cadence Bank
Mississippi
$2.51M -$64.5K -521 -3%
LNB
297
Ledyard National Bank
$2.49M -$60K -485 -2%
FWCM
298
Ferguson Wellman Capital Management
Oregon
$2.48M -$586K -4,735 -19%
ARC
299
Advisor Resource Council
Texas
$2.47M +$1.89M +15,239 +327%
FTS
300
Fifth Third Securities
Ohio
$2.45M -$673K -5,437 -22%
10 11
12
13 14