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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
16.37%
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 %
IAN
326
Integrated Advisors Network
Texas
$1.91M +$500 +4 +0%
SPC
327
Sigma Planning Corp
Michigan
$1.91M -$2.39M -19,132 -56%
VA
328
Valmark Advisers
Ohio
$1.91M -$86.9K -695 -4%
CAM
329
Cozad Asset Management
Illinois
$1.9M -$103K -822 -5%
BSW
330
Buckingham Strategic Wealth
Missouri
$1.9M -$73K -584 -4%
AWM
331
Aberdeen Wealth Management
Illinois
$1.89M -$21K -168 -1%
BWM
332
Baystate Wealth Management
Massachusetts
$1.89M -$292K -2,334 -13%
LRWA
333
Long Run Wealth Advisors
New York
$1.86M – – –
HFA
334
High Falls Advisors
New York
$1.86M +$20.9K +167 +1%
CMP
335
Coston McIsaac & Partners
Maine
$1.86M +$13.7K +110 +0.7%
PAM
336
Peak Asset Management
Colorado
$1.85M +$30.6K +245 +2%
PLU
337
Performa Ltd (US)
South Carolina
$1.84M – – –
MSWM
338
McGlone Suttner Wealth Management
Wisconsin
$1.83M +$375 +3 +0%
SMG
339
Smart Money Group
Texas
$1.83M -$97K -776 -5%
SP
340
Stablepoint Partners
Massachusetts
$1.8M +$1.8M +14,385 New
BA
341
Bridge Advisory
California
$1.78M -$228K -1,824 -11%
MA
342
Mutual Advisors
Nebraska
$1.77M -$10.1K -81 -0.6%
IA
343
IFP Advisors
Florida
$1.75M -$124K -990 -7%
IRC
344
Investors Research Corp
Georgia
$1.73M -$3.37K -27 -0.2%
LPAM
345
Lodestar Private Asset Management
California
$1.71M +$9.12K +73 +0.5%
ICG
346
InterOcean Capital Group
Tennessee
$1.71M -$41.4K -331 -2%
ASN
347
Advisory Services Network
Georgia
$1.69M +$4.5K +36 +0.3%
CT
348
Coastline Trust
Rhode Island
$1.69M -$932K -7,460 -36%
AC
349
Abbrea Capital
California
$1.68M -$97.5K -780 -5%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$1.67M – – –
12 13
14
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