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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
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
276
Robertson Stephens Wealth Management
California
$2.44M +$1.97M +17,137 +420%
NCM
277
Narwhal Capital Management
Georgia
$2.42M -$4.6K -40 -0.2%
ATC
278
Argent Trust Co
Tennessee
$2.41M +$4.37K +38 +0.2%
CT
279
Coastline Trust
Rhode Island
$2.41M -$1.49M -12,971 -38%
Citigroup
280
Citigroup
New York
$2.4M -$345K -3,001 -13%
TCFP
281
Treasure Coast Financial Planning
Florida
$2.38M +$5.29K +46 +0.2%
CB
282
Cadence Bank
Mississippi
$2.3M -$26.3K -229 -1%
BPC
283
Banque Pictet & Cie
Switzerland
$2.3M -$308K -2,682 -12%
AWM
284
Apollon Wealth Management
South Carolina
$2.27M -$319K -2,775 -12%
PWM
285
Perigon Wealth Management
California
$2.27M -$270K -2,347 -11%
FWCM
286
Ferguson Wellman Capital Management
Oregon
$2.27M +$65.6K +570 +3%
GW
287
GW & Wade
Massachusetts
$2.25M +$345 +3 +0%
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$2.23M -$25.3K -220 -1%
SCA
289
Snowden Capital Advisors
New York
$2.19M -$787K -6,844 -26%
LOIM
290
Liberty One Investment Management
Illinois
$2.19M -$57.5K -500 -3%
TNB
291
Thomasville National Bank
Georgia
$2.17M – – –
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$2.16M -$15.3K -133 -0.7%
SWM
293
Spire Wealth Management
Virginia
$2.15M +$1.15K +10 +0.1%
VVP
294
Venture Visionary Partners
Ohio
$2.15M -$143K -1,241 -6%
GPWA
295
Great Point Wealth Advisors
Massachusetts
$2.13M -$9.09K -79 -0.4%
LNB
296
Ledyard National Bank
$2.13M -$126K -1,093 -6%
CL
297
Choreo LLC
Illinois
$2.05M -$464K -4,035 -18%
USB
298
Union Savings Bank
Connecticut
$2.05M -$21.6K -188 -1%
HCA
299
Harbour Capital Advisors
Virginia
$2.04M – – –
Prudential Financial
300
Prudential Financial
New Jersey
$2.03M -$44.4K -386 -2%
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