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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 %
AIFAIM
351
American Institute for Advanced Investment Management
Arizona
$1.64M +$113K +925 +7%
VCA
352
Verdence Capital Advisors
Maryland
$1.63M -$6.13K -50 -0.4%
IRC
353
Investors Research Corp
Georgia
$1.63M +$125K +1,018 +8%
MLFP
354
MPS Loria Financial Planners
Illinois
$1.59M -$30K -245 -2%
FFM
355
Forum Financial Management
Illinois
$1.59M -$6.62K -54 -0.4%
PA
356
PSI Advisors
Florida
$1.57M -$101K -820 -6%
JWM
357
Jeppson Wealth Management
California
$1.56M -$48.4K -395 -3%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$1.56M -$128K -1,041 -8%
FHB
359
First Hawaiian Bank
Hawaii
$1.55M – – –
ASC
360
Atalanta Sosnoff Capital
New York
$1.54M -$600K -4,892 -28%
LEFP
361
Leading Edge Financial Planning
Tennessee
$1.54M -$186K -1,518 -11%
DT
362
Diversified Trust
Tennessee
$1.54M +$12.9K +105 +0.8%
APP
363
Avantax Planning Partners
Iowa
$1.52M -$490 -4 -0%
WPC
364
White Pine Capital
Minnesota
$1.52M -$343K -2,800 -18%
PVAMC
365
PPS&V Asset Management Consultants
Michigan
$1.5M +$3.31K +27 +0.2%
IFA
366
Index Fund Advisors
California
$1.5M – – –
ICG
367
InterOcean Capital Group
Tennessee
$1.49M +$44.7K +365 +3%
PA
368
Pinnacle Associates
New York
$1.49M -$80.7K -658 -5%
HC
369
Hourglass Capital
Texas
$1.49M +$50.7K +414 +4%
SHFP
370
Second Half Financial Partners
Florida
$1.49M +$1.49M +12,129 New
TRCT
371
Tower Research Capital (TRC)
New York
$1.47M -$2.28M -18,586 -61%
BFG
372
Bouchey Financial Group
New York
$1.47M – – –
Natixis Advisors
373
Natixis Advisors
Massachusetts
$1.46M +$96.6K +788 +7%
EWM
374
Empirical Wealth Management
Washington
$1.46M +$635K +5,178 +77%
LSA
375
Lion Street Advisors
Texas
$1.45M -$351K -2,851 -19%
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