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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 %
SAM
301
Strategy Asset Managers
California
$2.24M +$32.6K +261 +1%
SWM
302
Spire Wealth Management
Virginia
$2.21M -$106K -857 -5%
HCA
303
Harbour Capital Advisors
Virginia
$2.21M – – –
AF
304
Advisornet Financial
Minnesota
$2.18M +$27.5K +220 +1%
USCWA
305
U.S. Capital Wealth Advisors
Texas
$2.17M -$482K -3,854 -18%
GPWA
306
Great Point Wealth Advisors
Massachusetts
$2.17M -$152K -1,218 -7%
PSP
307
Principal Street Partners
Tennessee
$2.15M -$2.12M -16,952 -50%
LNB
308
Ledyard National Bank
$2.15M -$162K -1,298 -7%
USB
309
Union Savings Bank
Connecticut
$2.15M -$78K -624 -4%
MFG
310
Merit Financial Group
Georgia
$2.14M +$228K +1,827 +12%
AI
311
Atria Investments
North Carolina
$2.11M +$307K +2,458 +17%
PP
312
PDS Planning
Ohio
$2.11M +$12.1K +97 +0.6%
CB
313
Cadence Bank
Mississippi
$2.11M -$392K -3,139 -16%
CF
314
Centaurus Financial
California
$2.09M +$1.57M +12,597 +307%
Charles Schwab
315
Charles Schwab
California
$2.08M +$1.26M +10,053 +152%
GI
316
GLOBALT Investments
Georgia
$2.08M +$2.08M +16,646 New
CAGAS
317
Capital Advisory Group Advisory Services
Minnesota
$2.06M -$368K -2,943 -15%
PS
318
Principal Securities
Iowa
$2.05M +$2.05M +16,369 New
EIG
319
Ellenbecker Investment Group
Wisconsin
$2.04M +$6.37K +51 +0.3%
BHCM
320
Brevan Howard Capital Management
Jersey
$2.03M +$2.03M +16,267 New
OAM
321
Occidental Asset Management
California
$2.03M – – –
HTC
322
Haverford Trust Company
Pennsylvania
$2.02M -$179K -1,431 -8%
PWP
323
Principle Wealth Partners
Connecticut
$2.01M +$182K +1,455 +10%
FT
324
Fiduciary Trust
Massachusetts
$1.99M -$34.4K -275 -2%
SFG
325
StrategIQ Financial Group
Indiana
$1.93M -$122K -974 -6%
11 12
13
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