SDY icon

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 %
SFA
351
Sequoia Financial Advisors
Ohio
$1.67M +$476K +3,808 +40%
ECM
352
Evergreen Capital Management
Washington
$1.65M +$8.75K +70 +0.5%
Natixis Advisors
353
Natixis Advisors
Massachusetts
$1.6M -$20K -160 -1%
AIA
354
Alera Investment Advisors
Illinois
$1.59M – – –
KeyBank National Association
355
KeyBank National Association
Ohio
$1.59M -$67.5K -540 -4%
LFAS
356
Level Four Advisory Services
Texas
$1.59M +$3.12K +25 +0.2%
FHB
357
First Hawaiian Bank
Hawaii
$1.58M – – –
JWM
358
Jeppson Wealth Management
California
$1.57M -$6.87K -55 -0.4%
DADC
359
D.A. Davidson & Co
Montana
$1.57M +$256K +2,050 +19%
BO
360
Bank OZK
Arkansas
$1.57M -$126K -1,006 -7%
Neuberger Berman Group
361
Neuberger Berman Group
New York
$1.57M +$452K +3,620 +41%
FLPIM
362
F.L. Putnam Investment Management
Massachusetts
$1.55M -$65.4K -523 -4%
BFPW
363
BOK Financial Private Wealth
Colorado
$1.55M +$6.12K +49 +0.4%
CCM
364
Cambridge Capital Management
Illinois
$1.53M +$1.53M +12,253 New
IFA
365
Index Fund Advisors
California
$1.53M – – –
HTIM
366
Harbour Trust & Investment Management
Indiana
$1.52M +$1.52M +12,155 New
PVAMC
367
PPS&V Asset Management Consultants
Michigan
$1.52M -$26.6K -213 -2%
MFG
368
MidWestOne Financial Group
Iowa
$1.51M +$216K +1,725 +17%
TA
369
TFG Advisers
Michigan
$1.51M +$22K +176 +1%
BBWP
370
Beacon Bridge Wealth Partners
Pennsylvania
$1.5M -$1.43M -11,434 -49%
BFG
371
Bouchey Financial Group
New York
$1.5M – – –
SFB
372
STAR Financial Bank
Indiana
$1.5M – – –
HC
373
Hourglass Capital
Texas
$1.5M +$88.9K +711 +6%
AP
374
Aspect Partners
Virginia
$1.5M +$1.5M +11,965 New
CAM
375
Creekmur Asset Management
Illinois
$1.49M +$1.49M +11,950 New
13 14
15
16 17