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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 %
Prudential Financial
301
Prudential Financial
New Jersey
$2.22M -$178K -1,455 -7%
AF
302
Advisornet Financial
Minnesota
$2.22M -$90.2K -736 -4%
CIC
303
Carnegie Investment Counsel
Ohio
$2.2M -$12K -98 -0.5%
HCA
304
Harbour Capital Advisors
Virginia
$2.19M -$1.85K -15 -0.1%
HTC
305
Haverford Trust Company
Pennsylvania
$2.18M – – –
EIG
306
Ellenbecker Investment Group
Wisconsin
$2.13M -$26K -212 -1%
SAM
307
Strategy Asset Managers
California
$2.11M +$21.3K +174 +1%
HSBC Holdings
308
HSBC Holdings
United Kingdom
$2.09M -$243K -1,909 -10%
PSP
309
Principal Street Partners
Tennessee
$2.08M +$13.9K +113 +0.7%
IP
310
Investment Partners
Ohio
$2.07M +$6.01K +49 +0.3%
SFG
311
StrategIQ Financial Group
Indiana
$2.06M -$5.88K -48 -0.3%
PP
312
PDS Planning
Ohio
$2.06M +$4.41K +36 +0.2%
Bessemer Group
313
Bessemer Group
New Jersey
$2.03M – – –
AWM
314
Axxcess Wealth Management
California
$2.03M -$136K -1,110 -6%
FT
315
Fiduciary Trust
Massachusetts
$1.99M -$76.7K -626 -4%
OAM
316
Occidental Asset Management
California
$1.99M -$25K -204 -1%
BSW
317
Buckingham Strategic Wealth
Missouri
$1.99M +$121K +991 +7%
LFAS
318
Level Four Advisory Services
Texas
$1.97M +$73.7K +601 +4%
CAM
319
Cozad Asset Management
Illinois
$1.96M – – –
VA
320
Valmark Advisers
Ohio
$1.95M -$93.9K -766 -5%
MF
321
Meridian Financial
Massachusetts
$1.95M +$100K +818 +5%
BJL
322
Brighton Jones LLC
Washington
$1.93M -$24.6K -201 -1%
PWP
323
Principle Wealth Partners
Connecticut
$1.92M -$255K -2,077 -12%
IAN
324
Integrated Advisors Network
Texas
$1.9M +$15.4K +126 +0.8%
AWM
325
Aberdeen Wealth Management
Illinois
$1.87M +$368 +3 +0%
11 12
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