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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 %
BFC
426
Blue Fin Capital
Rhode Island
$1.23M -$39.6K -325 -3%
KOC
427
Koss-Olinger Consulting
Florida
$1.23M +$247 +2 +0%
PAM
428
Palisade Asset Management
Minnesota
$1.22M -$121K -975 -9%
R
429
Rebalance
California
$1.22M +$60.2K +487 +5%
WB
430
West Bancorporation
Iowa
$1.22M -$14.5K -117 -1%
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$1.22M -$163K -1,317 -12%
RG
432
Retirement Group
California
$1.22M +$443K +3,581 +57%
RIA
433
Richwood Investment Advisors
Ohio
$1.21M +$5.44K +44 +0.5%
OIA
434
OneDigital Investment Advisors
Kansas
$1.21M +$134K +1,084 +13%
HGWM
435
Horst & Graben Wealth Management
Oregon
$1.18M +$2.1K +17 +0.2%
RWA
436
Rainsberger Wealth Advisors
Colorado
$1.18M +$2.6K +21 +0.2%
PIMG
437
Patriot Investment Management Group
Tennessee
$1.18M +$247 +2 +0%
NFC
438
Northeast Financial Consultants
Connecticut
$1.17M +$6.68K +54 +0.6%
PTC
439
Private Trust Company
Ohio
$1.16M +$148K +1,196 +15%
CCA
440
Conservest Capital Advisors
Pennsylvania
$1.16M -$14.6K -118 -1%
AA
441
Ancora Advisors
Ohio
$1.16M +$4.33K +35 +0.4%
FMN
442
Financial Management Network
California
$1.15M -$152K -1,239 -12%
APA
443
Astoria Portfolio Advisors
New York
$1.15M -$323K -2,630 -22%
SIG
444
Spinnaker Investment Group
California
$1.15M +$117K +949 +11%
IA
445
IFP Advisors
Florida
$1.15M -$139K -1,766 -11%
SPA
446
Sentinel Pension Advisors
Massachusetts
$1.15M +$3.81K +31 +0.3%
SA
447
SRH Advisors
Kansas
$1.15M – – –
APIM
448
Agate Pass Investment Management
Washington
$1.14M – – –
MFG
449
MidWestOne Financial Group
Iowa
$1.13M +$132K +1,065 +13%
AWM
450
Atticus Wealth Management
Florida
$1.13M +$3.96K +32 +0.4%
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