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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 %
LRWA
326
Long Run Wealth Advisors
New York
$1.71M – – –
TFS
327
Thoroughbred Financial Services
Tennessee
$1.71M +$453K +3,943 +36%
PLU
328
Performa Ltd (US)
South Carolina
$1.7M – – –
CMP
329
Coston McIsaac & Partners
Maine
$1.7M +$9.89K +86 +0.6%
HFA
330
High Falls Advisors
New York
$1.69M +$98.1K +853 +6%
MSWM
331
McGlone Suttner Wealth Management
Wisconsin
$1.69M -$3.91K -34 -0.2%
PWP
332
Principle Wealth Partners
Connecticut
$1.68M -$115K -1,000 -6%
PAM
333
Peak Asset Management
Colorado
$1.68M +$28.2K +245 +2%
AI
334
Atria Investments
North Carolina
$1.66M +$351K +3,051 +27%
MA
335
Mutual Advisors
Nebraska
$1.64M -$792K -6,887 -33%
AC
336
Abbrea Capital
California
$1.64M +$5.64K +49 +0.3%
ICG
337
InterOcean Capital Group
Tennessee
$1.61M +$211K +1,836 +15%
IRC
338
Investors Research Corp
Georgia
$1.59M +$66.8K +581 +4%
LPAM
339
Lodestar Private Asset Management
California
$1.57M -$18.9K -164 -1%
BO
340
Bank OZK
Arkansas
$1.56M -$118K -1,026 -7%
ASN
341
Advisory Services Network
Georgia
$1.55M -$97.9K -851 -6%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$1.54M – – –
KeyBank National Association
343
KeyBank National Association
Ohio
$1.53M -$1.09M -9,517 -42%
ASC
344
Atalanta Sosnoff Capital
New York
$1.52M +$71.3K +620 +5%
VCA
345
Verdence Capital Advisors
Maryland
$1.52M -$6.79K -59 -0.4%
GWM
346
Geneos Wealth Management
Colorado
$1.52M -$61.3K -533 -4%
ECM
347
Evergreen Capital Management
Washington
$1.51M -$57.5K -500 -4%
ACM
348
Ategra Capital Management
Virginia
$1.51M -$67.5K -587 -4%
FFM
349
Forum Financial Management
Illinois
$1.49M +$1.15K +10 +0.1%
Natixis Advisors
350
Natixis Advisors
Massachusetts
$1.49M +$117K +1,014 +8%
12 13
14
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