SDY icon

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 %
SAM
301
Strategy Asset Managers
California
$2.03M +$56.7K +493 +3%
HTC
302
Haverford Trust Company
Pennsylvania
$2.02M -$21.6K -188 -1%
MF
303
Meridian Financial
Massachusetts
$2.01M +$184K +1,600 +10%
BWM
304
Baystate Wealth Management
Massachusetts
$2.01M -$109K -951 -5%
AF
305
Advisornet Financial
Minnesota
$1.98M -$101K -882 -5%
First Trust Advisors
306
First Trust Advisors
Illinois
$1.96M +$1.01M +8,748 +106%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$1.94M +$281K +2,447 +17%
PP
308
PDS Planning
Ohio
$1.93M -$805 -7 -0%
FFN
309
Focus Financial Network
Minnesota
$1.92M -$759K -6,600 -28%
SFG
310
StrategIQ Financial Group
Indiana
$1.89M -$41.1K -357 -2%
BJL
311
Brighton Jones LLC
Washington
$1.88M +$64.9K +564 +4%
EIG
312
Ellenbecker Investment Group
Wisconsin
$1.87M -$134K -1,168 -7%
FT
313
Fiduciary Trust
Massachusetts
$1.87M – – –
OAM
314
Occidental Asset Management
California
$1.87M – – –
BA
315
Bridge Advisory
California
$1.85M +$1.85M +16,057 New
CAM
316
Cozad Asset Management
Illinois
$1.84M +$1.73K +15 +0.1%
VA
317
Valmark Advisers
Ohio
$1.83M +$115 +1 +0%
KWA
318
Kingswood Wealth Advisors
California
$1.83M +$1.37M +11,917 +298%
BSW
319
Buckingham Strategic Wealth
Missouri
$1.81M -$50.6K -440 -3%
SMG
320
Smart Money Group
Texas
$1.78M -$11.9M -103,547 -87%
MFG
321
Merit Financial Group
Georgia
$1.76M +$14.8K +129 +0.9%
IAN
322
Integrated Advisors Network
Texas
$1.76M -$28.4K -247 -2%
AWM
323
Aberdeen Wealth Management
Illinois
$1.76M +$230 +2 +0%
IA
324
IFP Advisors
Florida
$1.73M +$68.1K +592 +4%
CST
325
Charles Schwab Trust
Nevada
$1.72M +$334K +2,904 +24%
11 12
13
14 15