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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 %
PLU
351
Performa Ltd (US)
South Carolina
$1.83M +$1.83M +14,763 New
MSWM
352
McGlone Suttner Wealth Management
Wisconsin
$1.82M – – –
SFB
353
STAR Financial Bank
Indiana
$1.81M -$82.5K -667 -4%
LSA
354
Lion Street Advisors
Texas
$1.81M +$1.49M +12,078 +474%
AC
355
Abbrea Capital
California
$1.81M – – –
CMP
356
Coston McIsaac & Partners
Maine
$1.79M +$3.71K +30 +0.2%
TW
357
Transform Wealth
Colorado
$1.77M -$34.8K -281 -2%
LPAM
358
Lodestar Private Asset Management
California
$1.77M -$56.7K -458 -3%
HFA
359
High Falls Advisors
New York
$1.77M +$371 +3 +0%
LIA
360
LS Investment Advisors
Michigan
$1.76M -$80.2K -648 -4%
LEFP
361
Leading Edge Financial Planning
Tennessee
$1.75M -$14.4K -116 -0.8%
SMA
362
Sage Mountain Advisors
Georgia
$1.72M – – –
PAM
363
Peak Asset Management
Colorado
$1.71M – – –
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$1.7M +$262K +2,116 +18%
PA
365
PSI Advisors
Florida
$1.69M -$101K -818 -6%
ACM
366
Ategra Capital Management
Virginia
$1.68M +$263K +2,129 +19%
VCA
367
Verdence Capital Advisors
Maryland
$1.65M +$533K +4,308 +48%
MLFP
368
MPS Loria Financial Planners
Illinois
$1.64M -$32.7K -264 -2%
CST
369
Charles Schwab Trust
Nevada
$1.63M +$693K +5,598 +74%
GWM
370
Geneos Wealth Management
Colorado
$1.63M +$47.8K +386 +3%
ECM
371
Evergreen Capital Management
Washington
$1.63M +$40.2K +325 +3%
JWM
372
Jeppson Wealth Management
California
$1.62M -$148K -1,197 -8%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$1.62M -$85K -687 -5%
NP
374
NorthRock Partners
Minnesota
$1.62M +$12.4K +100 +0.8%
FFM
375
Forum Financial Management
Illinois
$1.61M -$3.22K -26 -0.2%
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