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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 %
AM
376
AGF Management
Ontario, Canada
$1.45M -$111K -905 -7%
VWA
377
V Wealth Advisors
Kansas
$1.44M +$78.5K +640 +6%
DC
378
Destiny Capital
Colorado
$1.42M -$53.3K -435 -4%
CST
379
Charles Schwab Trust
Nevada
$1.42M -$132K -1,124 -9%
SFPG
380
Stonebridge Financial Planning Group
Florida
$1.42M -$20.8K -170 -1%
RVPG
381
Relative Value Partners Group
$1.41M – – –
TCOV
382
Trust Company of Vermont
Vermont
$1.41M -$56K -457 -4%
TCM
383
Tufton Capital Management
Maryland
$1.4M – – –
AI
384
Atria Investments
North Carolina
$1.4M -$2.7K -22 -0.2%
AL
385
Aspiriant LLC
California
$1.38M – – –
NP
386
NorthRock Partners
Minnesota
$1.38M -$219K -1,789 -14%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$1.38M +$2.7K +22 +0.2%
CS
388
Comerica Securities
Michigan
$1.37M -$619K -5,053 -31%
SS
389
Sunbelt Securities
Texas
$1.37M +$3.31K +27 +0.2%
DADC
390
D.A. Davidson & Co
Montana
$1.37M -$79.3K -647 -5%
SBH
391
Segall Bryant & Hamill
Illinois
$1.36M -$226K -1,840 -14%
EA
392
Eudaimonia Advisors
Tennessee
$1.36M – – –
DCM
393
Donaldson Capital Management
Indiana
$1.36M -$114K -929 -8%
BHWM
394
Bar Harbor Wealth Management
New Hampshire
$1.35M -$2.57K -21 -0.2%
TA
395
TFG Advisers
Michigan
$1.35M +$102K +833 +8%
SMC
396
Smith, Moore & Co
Missouri
$1.34M +$115K +938 +9%
PFP
397
Pinnacle Financial Partners
Tennessee
$1.34M – – –
IA
398
Insight Advisors
Pennsylvania
$1.34M -$2.18M -17,788 -62%
TFS
399
Thoroughbred Financial Services
Tennessee
$1.34M +$8.58K +70 +0.6%
OIA
400
OneDigital Investment Advisors
Kansas
$1.32M +$127K +1,038 +11%
14 15
16
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