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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 %
PSP
326
Principal Street Partners
Tennessee
$2.09M +$12.2K +99 +0.6%
FT
327
Fiduciary Trust
Massachusetts
$2.09M -$14.2K -115 -0.7%
PP
328
PDS Planning
Ohio
$2.07M -$5.44K -44 -0.3%
VA
329
Valmark Advisers
Ohio
$2.07M +$31.3K +253 +2%
Bessemer Group
330
Bessemer Group
New Jersey
$2.05M – – –
SW
331
SlateStone Wealth
Florida
$2.05M -$19.3K -156 -0.9%
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$2.04M +$24.4K +197 +1%
OAM
333
Occidental Asset Management
California
$2.03M -$225K -1,820 -10%
KPWS
334
Kestra Private Wealth Services
Texas
$2.03M +$172K +1,389 +9%
MFG
335
Merit Financial Group
Georgia
$2.02M -$137K -1,110 -6%
Jane Street
336
Jane Street
New York
$2.01M -$6.36M -51,432 -76%
CS
337
Comerica Securities
Michigan
$2.01M -$295K -2,387 -13%
CAM
338
Cozad Asset Management
Illinois
$1.98M -$24.7K -200 -1%
BJL
339
Brighton Jones LLC
Washington
$1.97M +$4.45K +36 +0.2%
BFPW
340
BOK Financial Private Wealth
Colorado
$1.92M -$45.3K -366 -2%
LFAS
341
Level Four Advisory Services
Texas
$1.91M +$200K +1,613 +12%
ASN
342
Advisory Services Network
Georgia
$1.91M -$173K -1,399 -8%
IAN
343
Integrated Advisors Network
Texas
$1.91M +$5.44K +44 +0.3%
BSW
344
Buckingham Strategic Wealth
Missouri
$1.9M – – –
AIA
345
Alera Investment Advisors
Illinois
$1.89M – – –
AWM
346
Aberdeen Wealth Management
Illinois
$1.89M -$30.7K -248 -2%
WPC
347
White Pine Capital
Minnesota
$1.88M -$15.2K -123 -0.8%
MF
348
Meridian Financial
Massachusetts
$1.87M +$255K +2,062 +16%
BO
349
Bank OZK
Arkansas
$1.84M -$41.8K -338 -2%
LRWA
350
Long Run Wealth Advisors
New York
$1.84M -$822K -6,645 -31%
12 13
14
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