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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 %
WB
426
West Bancorporation
Iowa
$1.17M -$41.4K -338 -3%
NFC
427
Northeast Financial Consultants
Connecticut
$1.16M +$7.6K +62 +0.7%
FTUS
428
Flow Traders U.S.
New York
$1.16M +$542K +4,425 +88%
ANTB
429
AMG National Trust Bank
Colorado
$1.15M -$196K -1,600 -15%
SPA
430
Sentinel Pension Advisors
Massachusetts
$1.15M +$4.29K +35 +0.4%
SA
431
SRH Advisors
Kansas
$1.15M – – –
CCA
432
Conservest Capital Advisors
Pennsylvania
$1.15M -$2.08K -17 -0.2%
PFA
433
Peak Financial Advisors
Colorado
$1.14M +$1.14M +9,288 New
FMN
434
Financial Management Network
California
$1.13M -$23.9K -194 -2%
CAAS
435
Capital Asset Advisory Services
Michigan
$1.13M -$195K -1,587 -15%
CAI
436
Capital Advisors Inc
Oklahoma
$1.13M -$359K -2,931 -24%
APIM
437
Agate Pass Investment Management
Washington
$1.12M – – –
AWM
438
Atticus Wealth Management
Florida
$1.12M +$4.41K +36 +0.4%
STA
439
Summit Trail Advisors
New York
$1.12M +$72.1K +588 +7%
WFAG
440
Wescott Financial Advisory Group
Pennsylvania
$1.12M +$47.8K +390 +4%
SIG
441
Spinnaker Investment Group
California
$1.1M -$38K -310 -3%
APA
442
Astoria Portfolio Advisors
New York
$1.1M -$62.3K -503 -5%
SHFA
443
SC&H Financial Advisors
Maryland
$1.1M +$2.82K +23 +0.3%
DWMG
444
DB Wealth Management Group
California
$1.1M -$252K -2,052 -19%
AA
445
Ancora Advisors
Ohio
$1.1M -$48.9K -399 -4%
WP
446
Westmount Partners
California
$1.09M +$1.47K +12 +0.1%
IGWM
447
ICA Group Wealth Management
Colorado
$1.09M -$20.5K -167 -2%
WF
448
Warner Financial
Maryland
$1.08M +$3.31K +27 +0.3%
HNWAG
449
High Net Worth Advisory Group
Florida
$1.08M +$1.59K +13 +0.1%
FPGK
450
Financial Partners Group (Kansas)
Kansas
$1.07M -$45.3K -364 -4%
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