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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 %
R
401
Rebalance
California
$1.19M +$46.6K +405 +4%
IAIM
402
International Assets Investment Management
Florida
$1.18M -$14.5K -126 -1%
DWM
403
Dakota Wealth Management
Florida
$1.18M +$1.18M +10,239 New
PSF
404
Pacific Sun Financial
California
$1.17M +$1.15K +10 +0.1%
HWM
405
Howard Wealth Management
Connecticut
$1.16M -$4.95K -43 -0.4%
GKWIM
406
Gerber Kawasaki Wealth & Investment Management
California
$1.15M -$28.3K -246 -2%
KOC
407
Koss-Olinger Consulting
Florida
$1.15M -$230 -2 -0%
BFC
408
Blue Fin Capital
Rhode Island
$1.14M -$21.7K -189 -2%
RIA
409
Richwood Investment Advisors
Ohio
$1.14M -$6.9K -60 -0.6%
SMA
410
Sage Mountain Advisors
Georgia
$1.13M -$465K -4,047 -29%
PAM
411
Palisade Asset Management
Minnesota
$1.13M – – –
FA
412
Flagstar Advisors
New York
$1.1M -$36.6K -318 -3%
NFC
413
Northeast Financial Consultants
Connecticut
$1.1M +$7.02K +61 +0.6%
SFA
414
Sequoia Financial Advisors
Ohio
$1.1M -$22.4K -195 -2%
SPA
415
Sentinel Pension Advisors
Massachusetts
$1.08M +$5.64K +49 +0.5%
AA
416
Ancora Advisors
Ohio
$1.08M +$51.2K +445 +5%
ANTB
417
AMG National Trust Bank
Colorado
$1.08M – – –
CIA
418
Compass Ion Advisors
Pennsylvania
$1.08M +$83.5K +726 +8%
PIMG
419
Patriot Investment Management Group
Tennessee
$1.08M -$16.7K -145 -2%
CCA
420
Conservest Capital Advisors
Pennsylvania
$1.08M +$2.53K +22 +0.2%
CAI
421
Capital Advisors Inc
Oklahoma
$1.07M +$14.7K +128 +1%
SIG
422
Spinnaker Investment Group
California
$1.07M +$35K +304 +3%
SA
423
SRH Advisors
Kansas
$1.06M -$5.18K -45 -0.5%
APIM
424
Agate Pass Investment Management
Washington
$1.06M – – –
GT
425
Glenmede Trust
Pennsylvania
$1.05M -$130K -1,130 -11%
15 16
17
18 19