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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 %
MFG
326
Merit Financial Group
Georgia
$1.86M -$147K -1,203 -7%
AIA
327
Alera Investment Advisors
Illinois
$1.84M -$36.7K -299 -2%
LRWA
328
Long Run Wealth Advisors
New York
$1.83M +$4.29K +35 +0.2%
PLU
329
Performa Ltd (US)
South Carolina
$1.81M – – –
MSWM
330
McGlone Suttner Wealth Management
Wisconsin
$1.8M – – –
CMP
331
Coston McIsaac & Partners
Maine
$1.8M +$24.4K +199 +1%
SAG
332
SageView Advisory Group
California
$1.79M +$334K +2,724 +23%
BO
333
Bank OZK
Arkansas
$1.79M -$41.7K -340 -2%
BFPW
334
BOK Financial Private Wealth
Colorado
$1.77M -$129K -1,049 -7%
IA
335
IFP Advisors
Florida
$1.77M -$29.7K -242 -2%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$1.77M +$160K +1,304 +10%
ASN
337
Advisory Services Network
Georgia
$1.76M -$131K -1,066 -7%
PAM
338
Peak Asset Management
Colorado
$1.76M +$63.7K +520 +4%
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$1.76M -$316K -2,580 -15%
SW
340
SlateStone Wealth
Florida
$1.74M -$285K -2,325 -14%
AC
341
Abbrea Capital
California
$1.74M -$53.9K -440 -3%
SMA
342
Sage Mountain Advisors
Georgia
$1.7M – – –
HFA
343
High Falls Advisors
New York
$1.7M -$51.5K -420 -3%
LPAM
344
Lodestar Private Asset Management
California
$1.69M -$63.6K -519 -4%
SFB
345
STAR Financial Bank
Indiana
$1.68M -$116K -943 -6%
GWM
346
Geneos Wealth Management
Colorado
$1.68M +$69.4K +566 +4%
ACM
347
Ategra Capital Management
Virginia
$1.68M +$19.7K +161 +1%
TW
348
Transform Wealth
Colorado
$1.67M -$80.7K -658 -5%
ECM
349
Evergreen Capital Management
Washington
$1.67M +$63.3K +516 +4%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$1.64M -$376K -3,068 -19%
12 13
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