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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 %
FFA
401
Fortune Financial Advisors
Kansas
$1.34M -$38.7K -310 -3%
R
402
Rebalance
California
$1.33M +$44.4K +355 +3%
MWM
403
McNaughton Wealth Management
California
$1.33M +$32.2K +258 +2%
CWM
404
Congress Wealth Management
Massachusetts
$1.31M +$314K +2,516 +32%
CCA
405
Conservest Capital Advisors
Pennsylvania
$1.3M +$133K +1,065 +11%
FFM
406
Forum Financial Management
Illinois
$1.3M -$319K -2,550 -20%
SFPG
407
Stonebridge Financial Planning Group
Florida
$1.29M -$148K -1,186 -10%
TW
408
Transform Wealth
Colorado
$1.28M -$314K -2,509 -20%
PSF
409
Pacific Sun Financial
California
$1.27M – – –
DWM
410
Dakota Wealth Management
Florida
$1.27M -$11.1K -89 -0.9%
PA
411
Pinnacle Associates
New York
$1.27M -$234K -1,873 -16%
RMAM
412
Raab & Moskowitz Asset Management
New Jersey
$1.27M -$51.2K -410 -4%
TIAA Trust, National Association
413
TIAA Trust, National Association
North Carolina
$1.26M -$177K -1,419 -12%
HWM
414
Howard Wealth Management
Connecticut
$1.26M -$4.62K -37 -0.4%
TFS
415
Thoroughbred Financial Services
Tennessee
$1.25M -$608K -4,864 -33%
KOC
416
Koss-Olinger Consulting
Florida
$1.24M -$1K -8 -0.1%
RIA
417
Richwood Investment Advisors
Ohio
$1.24M -$1.63K -13 -0.1%
SMA
418
Sage Mountain Advisors
Georgia
$1.23M – – –
MBI
419
May Barnhard Investments
Maryland
$1.23M +$1.23M +9,821 New
BFC
420
Blue Fin Capital
Rhode Island
$1.22M -$23K -184 -2%
NFC
421
Northeast Financial Consultants
Connecticut
$1.2M +$9.25K +74 +0.8%
SPA
422
Sentinel Pension Advisors
Massachusetts
$1.2M +$20.9K +167 +2%
PAM
423
Palisade Asset Management
Minnesota
$1.19M -$40.9K -327 -3%
TCOV
424
Trust Company of Vermont
Vermont
$1.18M -$182K -1,457 -13%
ACM
425
Ategra Capital Management
Virginia
$1.18M -$460K -3,679 -28%
15 16
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