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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 %
TCM
401
Tufton Capital Management
Maryland
$1.41M -$21.4K -173 -1%
AL
402
Aspiriant LLC
California
$1.4M -$140K -1,134 -9%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$1.39M -$26.5K -214 -2%
Natixis Advisors
404
Natixis Advisors
Massachusetts
$1.38M +$1.38M +11,156 New
EA
405
Eudaimonia Advisors
Tennessee
$1.38M -$43.5K -352 -3%
VWA
406
V Wealth Advisors
Kansas
$1.37M +$177K +1,428 +15%
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$1.37M – – –
DWMG
408
DB Wealth Management Group
California
$1.36M -$41.4K -335 -3%
ANTB
409
AMG National Trust Bank
Colorado
$1.36M – – –
SS
410
Sunbelt Securities
Texas
$1.36M +$2.81K +23 +0.2%
PFP
411
Pinnacle Financial Partners
Tennessee
$1.35M – – –
TFS
412
Thoroughbred Financial Services
Tennessee
$1.34M +$75.1K +607 +6%
SB
413
Strategic Blueprint
Georgia
$1.34M +$375K +3,028 +39%
CAAS
414
Capital Asset Advisory Services
Michigan
$1.34M -$148K -1,193 -10%
TF
415
TIAA FSB
Florida
$1.33M +$138K +1,119 +12%
IAIM
416
International Assets Investment Management
Florida
$1.31M -$1.07M -8,626 -45%
GKWIM
417
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$134K +1,084 +11%
RMAM
418
Raab & Moskowitz Asset Management
New Jersey
$1.3M -$44.2K -357 -3%
FA
419
Flagstar Advisors
New York
$1.29M -$182K -1,471 -12%
PWG
420
Private Wealth Group
Florida
$1.28M -$10.6K -86 -0.8%
HWM
421
Howard Wealth Management
Connecticut
$1.27M -$26.6K -215 -2%
GT
422
Glenmede Trust
Pennsylvania
$1.27M +$43.2K +349 +4%
MWM
423
McNaughton Wealth Management
California
$1.27M -$3.59K -29 -0.3%
TA
424
TFG Advisers
Michigan
$1.26M +$53.1K +429 +4%
SMC
425
Smith, Moore & Co
Missouri
$1.24M +$63.8K +516 +5%
15 16
17
18 19