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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 %
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$1.49M -$160K -1,395 -10%
SB
352
Strategic Blueprint
Georgia
$1.47M +$376K +3,270 +34%
TW
353
Transform Wealth
Colorado
$1.47M -$103K -899 -7%
MLFP
354
MPS Loria Financial Planners
Illinois
$1.47M -$29.8K -259 -2%
AIA
355
Alera Investment Advisors
Illinois
$1.47M -$257K -2,236 -15%
LFAS
356
Level Four Advisory Services
Texas
$1.46M -$392K -3,412 -21%
FHB
357
First Hawaiian Bank
Hawaii
$1.46M – – –
JWM
358
Jeppson Wealth Management
California
$1.45M -$8.63K -75 -0.6%
DT
359
Diversified Trust
Tennessee
$1.44M – – –
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$1.43M -$31.3K -272 -2%
PVAMC
361
PPS&V Asset Management Consultants
Michigan
$1.42M +$11.2K +97 +0.8%
BFPW
362
BOK Financial Private Wealth
Colorado
$1.42M -$244K -2,118 -15%
IFA
363
Index Fund Advisors
California
$1.41M – – –
SAG
364
SageView Advisory Group
California
$1.38M -$298K -2,593 -18%
PA
365
Pinnacle Associates
New York
$1.38M -$20.7K -180 -1%
BFG
366
Bouchey Financial Group
New York
$1.38M – – –
SFB
367
STAR Financial Bank
Indiana
$1.38M -$200K -1,735 -13%
TA
368
TFG Advisers
Michigan
$1.37M +$99.7K +867 +8%
TCM
369
Tufton Capital Management
Maryland
$1.36M +$51.9K +451 +4%
APP
370
Avantax Planning Partners
Iowa
$1.36M -$68.2K -593 -5%
WPC
371
White Pine Capital
Minnesota
$1.36M -$64.6K -562 -5%
PA
372
PSI Advisors
Florida
$1.36M -$115K -1,001 -8%
AM
373
AGF Management
Ontario, Canada
$1.35M -$5.75K -50 -0.4%
EWM
374
Empirical Wealth Management
Washington
$1.33M -$30.9K -269 -2%
DCS
375
Destiny Capital Securities
Colorado
$1.33M +$1.33M +11,573 New
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