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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$588M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
3
ACM
Argent Capital Management
Missouri
+$15.1M
4
MFIM
Mesirow Financial Investment Management
Illinois
+$10.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.72M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$93.4M
2
Bank of America
Bank of America
North Carolina
-$60.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
CoreCap Advisors
Michigan
$2.63M -$1.27M -10,126 -32%
NCM
277
Narwhal Capital Management
Georgia
$2.63M -$125 -1 -0%
Citadel Advisors
278
Citadel Advisors
Florida
$2.62M -$9.81M -78,484 -79%
AWM
279
Axxcess Wealth Management
California
$2.62M -$34.9K -279 -1%
TCFP
280
Treasure Coast Financial Planning
Florida
$2.62M +$26.2K +210 +1%
RSWM
281
Robertson Stephens Wealth Management
California
$2.6M -$51.2K -410 -2%
Citigroup
282
Citigroup
New York
$2.6M -$9.12K -73 -0.3%
S
283
Sachetta
Massachusetts
$2.54M +$2.54M +20,359 New
AWM
284
Apollon Wealth Management
South Carolina
$2.49M +$18.2K +146 +0.7%
ES
285
Eagle Strategies
New York
$2.46M -$1.01M -8,075 -29%
KWA
286
Kingswood Wealth Advisors
California
$2.44M +$447K +3,578 +22%
LNWWM
287
Laird Norton Wetherby Wealth Management
California
$2.43M +$84.7K +678 +4%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$2.4M -$67.6K -541 -3%
MCP
289
Martin Capital Partners
Oregon
$2.37M +$1.89M +15,102 +391%
GS
290
GTS Securities
New York
$2.37M +$2.37M +18,952 New
Prudential Financial
291
Prudential Financial
New Jersey
$2.36M +$149K +1,192 +7%
WWM
292
Western Wealth Management
Colorado
$2.36M -$327K -2,618 -12%
GW
293
GW & Wade
Massachusetts
$2.36M -$85.7K -686 -4%
TNB
294
Thomasville National Bank
Georgia
$2.35M -$375 -3 -0%
MF
295
Meridian Financial
Massachusetts
$2.35M +$160K +1,277 +7%
CL
296
Choreo LLC
Illinois
$2.33M +$107K +858 +5%
LOIM
297
Liberty One Investment Management
Illinois
$2.32M -$57K -456 -2%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$2.31M +$209K +1,669 +10%
FFN
299
Focus Financial Network
Minnesota
$2.28M +$194K +1,554 +9%
BJL
300
Brighton Jones LLC
Washington
$2.26M +$226K +1,810 +11%
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