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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 %
SBH
376
Segall Bryant & Hamill
Illinois
$1.6M -$360K -2,909 -18%
PA
377
Pinnacle Associates
New York
$1.59M +$9.4K +76 +0.6%
HCM
378
Highview Capital Management
Illinois
$1.58M +$1.86K +15 +0.1%
AM
379
AGF Management
Ontario, Canada
$1.57M +$135K +1,095 +9%
FHB
380
First Hawaiian Bank
Hawaii
$1.57M – – –
BMM
381
Berkshire Money Management
Massachusetts
$1.55M -$1.77M -14,308 -53%
APP
382
Avantax Planning Partners
Iowa
$1.54M +$82.8K +669 +6%
DT
383
Diversified Trust
Tennessee
$1.54M -$238K -1,925 -13%
IRC
384
Investors Research Corp
Georgia
$1.51M +$168K +1,359 +12%
IFA
385
Index Fund Advisors
California
$1.51M -$1.39M -11,275 -48%
PVAMC
386
PPS&V Asset Management Consultants
Michigan
$1.51M +$2.97K +24 +0.2%
CAI
387
Capital Advisors Inc
Oklahoma
$1.5M +$296K +2,396 +25%
DCM
388
Donaldson Capital Management
Indiana
$1.49M +$73.9K +597 +5%
DC
389
Destiny Capital
Colorado
$1.49M +$247 +2 +0%
BFG
390
Bouchey Financial Group
New York
$1.48M – – –
TCOV
391
Trust Company of Vermont
Vermont
$1.48M -$48.1K -389 -3%
SAG
392
SageView Advisory Group
California
$1.47M +$125K +1,013 +9%
ICG
393
InterOcean Capital Group
Tennessee
$1.46M -$93.3K -754 -6%
DADC
394
D.A. Davidson & Co
Montana
$1.46M +$452K +3,656 +45%
AIFAIM
395
American Institute for Advanced Investment Management
Arizona
$1.46M -$696K -5,955 -32%
HC
396
Hourglass Capital
Texas
$1.45M -$62.5K -505 -4%
SFPG
397
Stonebridge Financial Planning Group
Florida
$1.45M +$3.71K +30 +0.3%
RVPG
398
Relative Value Partners Group
$1.42M – – –
Millennium Management
399
Millennium Management
New York
$1.42M +$1.42M +11,464 New
AI
400
Atria Investments
North Carolina
$1.41M -$200K -1,618 -12%
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