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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 %
Prudential Financial
301
Prudential Financial
New Jersey
$2.42M +$253K +2,045 +12%
LOIM
302
Liberty One Investment Management
Illinois
$2.42M -$25.9K -209 -1%
GVAG
303
Great Valley Advisor Group
Delaware
$2.41M +$23.9K +193 +1%
TNB
304
Thomasville National Bank
Georgia
$2.39M -$507K -4,100 -18%
BBWP
305
Beacon Bridge Wealth Partners
Pennsylvania
$2.37M -$107K -866 -4%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$2.34M -$74K -598 -3%
AF
307
Advisornet Financial
Minnesota
$2.33M +$109K +883 +5%
GPWA
308
Great Point Wealth Advisors
Massachusetts
$2.33M +$14.7K +119 +0.6%
CIC
309
Carnegie Investment Counsel
Ohio
$2.23M +$80.7K +652 +4%
CL
310
Choreo LLC
Illinois
$2.21M +$843K +6,814 +62%
PFO
311
Pathstone Family Office
New Jersey
$2.21M -$2.21M -17,863 -50%
FFS
312
Founders Financial Securities
Maryland
$2.21M +$225K +1,822 +11%
HCA
313
Harbour Capital Advisors
Virginia
$2.2M +$7.79K +63 +0.4%
HTC
314
Haverford Trust Company
Pennsylvania
$2.2M -$496K -4,009 -18%
PWP
315
Principle Wealth Partners
Connecticut
$2.19M -$105K -845 -5%
AWM
316
Axxcess Wealth Management
California
$2.18M +$140K +1,134 +7%
EIG
317
Ellenbecker Investment Group
Wisconsin
$2.18M -$70.4K -569 -3%
ASC
318
Atalanta Sosnoff Capital
New York
$2.16M -$522K -4,220 -19%
HF
319
HRT Financial
New York
$2.16M +$2.16M +17,446 New
BWM
320
Baystate Wealth Management
Massachusetts
$2.14M +$22.4K +181 +1%
HI
321
Horizon Investments
North Carolina
$2.13M +$209K +1,687 +11%
SAM
322
Strategy Asset Managers
California
$2.1M -$91.8K -742 -4%
FLPIM
323
F.L. Putnam Investment Management
Massachusetts
$2.09M +$13K +105 +0.6%
IP
324
Investment Partners
Ohio
$2.09M – – –
SFG
325
StrategIQ Financial Group
Indiana
$2.09M -$22K -178 -1%
11 12
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