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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 %
CRI
376
Colonial River Investments
Virginia
$1.49M +$773K +6,186 +108%
WPC
377
White Pine Capital
Minnesota
$1.48M – – –
AM
378
AGF Management
Ontario, Canada
$1.47M -$1.25K -10 -0.1%
MLFP
379
MPS Loria Financial Planners
Illinois
$1.47M -$123K -985 -8%
SB
380
Strategic Blueprint
Georgia
$1.45M -$147K -1,178 -9%
TCM
381
Tufton Capital Management
Maryland
$1.44M -$37.7K -302 -3%
PA
382
Parallel Advisors
California
$1.44M -$1.8M -14,374 -55%
RVPG
383
Relative Value Partners Group
$1.44M – – –
AL
384
Aspiriant LLC
California
$1.43M +$2.62K +21 +0.2%
EWM
385
Empirical Wealth Management
Washington
$1.42M -$30K -240 -2%
DT
386
Diversified Trust
Tennessee
$1.42M -$149K -1,190 -9%
CW
387
Cooksen Wealth
Texas
$1.42M +$1.42M +11,325 New
APP
388
Avantax Planning Partners
Iowa
$1.41M -$67.7K -542 -5%
SS
389
Sunbelt Securities
Texas
$1.41M +$4K +32 +0.3%
DC
390
Destiny Capital
Colorado
$1.39M +$1.39M +11,157 New
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$1.39M -$165K -1,321 -11%
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$1.38M -$57.5K -460 -4%
DCM
393
Donaldson Capital Management
Indiana
$1.38M +$1.25K +10 +0.1%
FAM
394
Family Asset Management
South Carolina
$1.38M +$1.32M +10,592 +2,463%
KSWWM
395
Keyes Stange & Wooten Wealth Management
Florida
$1.37M +$1.37M +10,998 New
SMC
396
Smith, Moore & Co
Missouri
$1.37M -$13.9K -111 -1%
EA
397
Eudaimonia Advisors
Tennessee
$1.36M – – –
BHWM
398
Bar Harbor Wealth Management
New Hampshire
$1.36M -$12.5K -100 -0.9%
WWA
399
WCG Wealth Advisors
Nevada
$1.36M -$53.9K -431 -4%
PFP
400
Pinnacle Financial Partners
Tennessee
$1.36M -$11.4K -91 -0.8%
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