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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
+$140M
2
JIC
Joel Isaacson & Co
New York
+$6.63M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$5.44M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$5.14M
5
ECM
ExodusPoint Capital Management
New York
+$4.93M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$75.1M
2
MCC
Money Concepts Capital
Florida
-$71.3M
3
3AM
3EDGE Asset Management
Florida
-$28M
4
RJA
Raymond James & Associates
Florida
-$27.9M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
276
Narwhal Capital Management
Georgia
$2.58M -$25.1K -205 -1%
ATC
277
Argent Trust Co
Tennessee
$2.57M -$5.03K -41 -0.2%
Jane Street
278
Jane Street
New York
$2.54M +$541K +4,411 +27%
TCFP
279
Treasure Coast Financial Planning
Florida
$2.54M -$1.52M -12,364 -37%
VAG
280
VisionPoint Advisory Group
Texas
$2.53M -$26.1K -213 -1%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$2.51M -$59K -481 -2%
FTS
282
Fifth Third Securities
Ohio
$2.5M +$70.6K +576 +3%
CB
283
Cadence Bank
Mississippi
$2.48M -$5.52K -45 -0.2%
VVP
284
Venture Visionary Partners
Ohio
$2.44M -$57.5K -469 -2%
CAGAS
285
Capital Advisory Group Advisory Services
Minnesota
$2.41M -$172K -1,400 -7%
LNB
286
Ledyard National Bank
$2.4M -$68.3K -557 -3%
GW
287
GW & Wade
Massachusetts
$2.4M -$160K -1,308 -6%
Citadel Advisors
288
Citadel Advisors
Florida
$2.39M -$1.55M -12,654 -39%
LOIM
289
Liberty One Investment Management
Illinois
$2.39M -$2.08K -17 -0.1%
Millennium Management
290
Millennium Management
New York
$2.36M +$953K +7,777 +68%
BPA
291
Beacon Pointe Advisors
California
$2.35M -$181K -1,479 -7%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$2.35M -$105K -853 -4%
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$2.32M +$1.84K +15 +0.1%
TNB
294
Thomasville National Bank
Georgia
$2.31M -$59.6K -486 -3%
SWM
295
Spire Wealth Management
Virginia
$2.3M -$255K -2,078 -10%
KPWS
296
Kestra Private Wealth Services
Texas
$2.29M +$280K +2,282 +14%
GPWA
297
Great Point Wealth Advisors
Massachusetts
$2.28M -$19.7K -161 -0.9%
USB
298
Union Savings Bank
Connecticut
$2.28M +$2.28M +17,999 New
BWM
299
Baystate Wealth Management
Massachusetts
$2.25M +$131K +1,066 +6%
PFO
300
Pathstone Family Office
New Jersey
$2.22M +$31.5K +257 +1%
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