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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 %
SW
376
SlateStone Wealth
Florida
$1.33M -$306K -2,661 -19%
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$1.33M +$34K +296 +3%
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$1.32M +$1.32M +11,512 New
RVPG
379
Relative Value Partners Group
$1.32M – – –
SFPG
380
Stonebridge Financial Planning Group
Florida
$1.32M -$7.48K -65 -0.6%
AL
381
Aspiriant LLC
California
$1.31M +$14.3K +124 +1%
WWA
382
WCG Wealth Advisors
Nevada
$1.3M +$1.3M +11,312 New
NP
383
NorthRock Partners
Minnesota
$1.3M +$2.42K +21 +0.2%
HC
384
Hourglass Capital
Texas
$1.3M -$105K -910 -7%
SS
385
Sunbelt Securities
Texas
$1.29M +$6.67K +58 +0.5%
SMC
386
Smith, Moore & Co
Missouri
$1.27M +$10.9K +95 +0.9%
OIA
387
OneDigital Investment Advisors
Kansas
$1.27M +$30K +261 +2%
DCM
388
Donaldson Capital Management
Indiana
$1.27M -$7.71K -67 -0.6%
FFA
389
Fortune Financial Advisors
Kansas
$1.27M +$57.6K +501 +5%
BHWM
390
Bar Harbor Wealth Management
New Hampshire
$1.26M -$2.88K -25 -0.2%
PFP
391
Pinnacle Financial Partners
Tennessee
$1.26M – – –
TCOV
392
Trust Company of Vermont
Vermont
$1.26M -$65.1K -566 -5%
EA
393
Eudaimonia Advisors
Tennessee
$1.26M -$23.7K -206 -2%
SBH
394
Segall Bryant & Hamill
Illinois
$1.24M -$38.6K -336 -3%
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$1.21M – – –
DADC
396
D.A. Davidson & Co
Montana
$1.21M -$71.1K -618 -6%
PWM
397
PRW Wealth Management
Massachusetts
$1.21M +$1.21M +10,867 New
LEFP
398
Leading Edge Financial Planning
Tennessee
$1.2M -$244K -2,125 -17%
MWM
399
McNaughton Wealth Management
California
$1.2M +$17.6K +153 +1%
MFG
400
MidWestOne Financial Group
Iowa
$1.19M +$30.5K +265 +3%
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