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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 %
FFA
401
Fortune Financial Advisors
Kansas
$1.29M +$1.29M +10,540 New
RMAM
402
Raab & Moskowitz Asset Management
New Jersey
$1.29M – – –
FIM
403
Freedom Investment Management
Connecticut
$1.28M +$590K +4,816 +86%
IAIM
404
International Assets Investment Management
Florida
$1.27M -$27.8K -227 -2%
GT
405
Glenmede Trust
Pennsylvania
$1.27M – – –
TF
406
TIAA FSB
Florida
$1.27M -$45.2K -369 -3%
PSF
407
Pacific Sun Financial
California
$1.26M +$1.26M +10,188 New
GKWIM
408
Gerber Kawasaki Wealth & Investment Management
California
$1.26M -$36.3K -296 -3%
MWM
409
McNaughton Wealth Management
California
$1.25M – – –
PTC
410
Private Trust Company
Ohio
$1.25M +$99K +808 +9%
HWM
411
Howard Wealth Management
Connecticut
$1.24M -$19.5K -159 -2%
BFC
412
Blue Fin Capital
Rhode Island
$1.24M – – –
MFG
413
MidWestOne Financial Group
Iowa
$1.23M +$113K +919 +10%
RG
414
Retirement Group
California
$1.22M +$20.5K +167 +2%
RIA
415
Richwood Investment Advisors
Ohio
$1.22M +$23.3K +190 +2%
KOC
416
Koss-Olinger Consulting
Florida
$1.22M +$368 +3 +0%
R
417
Rebalance
California
$1.22M +$7.97K +65 +0.7%
FA
418
Flagstar Advisors
New York
$1.21M -$61.8K -504 -5%
PWG
419
Private Wealth Group
Florida
$1.21M -$55.9K -456 -4%
PAM
420
Palisade Asset Management
Minnesota
$1.2M -$7.85K -64 -0.6%
SFA
421
Sequoia Financial Advisors
Ohio
$1.19M +$200K +1,630 +20%
RWA
422
Rainsberger Wealth Advisors
Colorado
$1.19M +$19.5K +159 +2%
SG
423
StoneX Group
New York
$1.18M +$378K +3,084 +47%
SB
424
Strategic Blueprint
Georgia
$1.17M -$161K -1,310 -12%
PIMG
425
Patriot Investment Management Group
Tennessee
$1.17M +$245 +2 +0%
15 16
17
18 19