SDY icon

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 %
CS
426
Comerica Securities
Michigan
$1.05M -$233K -2,030 -18%
STA
427
Summit Trail Advisors
New York
$1.05M – – –
HSBC Holdings
428
HSBC Holdings
United Kingdom
$1.04M -$851K -7,400 -45%
AIFAIM
429
American Institute for Advanced Investment Management
Arizona
$1.04M -$499K -4,336 -32%
FPGK
430
Financial Partners Group (Kansas)
Kansas
$1.04M +$64.3K +567 +7%
SHFA
431
SC&H Financial Advisors
Maryland
$1.03M +$460 +4 +0%
AAG
432
Armstrong Advisory Group
Massachusetts
$1.03M +$36K +313 +4%
RWA
433
Rainsberger Wealth Advisors
Colorado
$1.03M -$88.4K -769 -8%
AWM
434
Atticus Wealth Management
Florida
$1.03M -$26.9K -234 -3%
Neuberger Berman Group
435
Neuberger Berman Group
New York
$1.02M +$226K +1,962 +28%
WF
436
Warner Financial
Maryland
$1.02M +$3.22K +28 +0.3%
WP
437
Westmount Partners
California
$1.02M – – –
LSA
438
Lion Street Advisors
Texas
$1.02M -$339K -2,948 -25%
FMN
439
Financial Management Network
California
$1.01M -$32.7K -289 -3%
GEA
440
Glen Eagle Advisors
New Jersey
$1.01M +$27.3K +237 +3%
HNWAG
441
High Net Worth Advisory Group
Florida
$1.01M – – –
TSS
442
Two Sigma Securities
New York
$1.01M +$305K +2,655 +44%
SIS
443
Strategic Investment Solutions
Illinois
$988K +$972K +7,943 +6,205%
IGWM
444
ICA Group Wealth Management
Colorado
$984K -$34.3K -298 -3%
WFAG
445
Wescott Financial Advisory Group
Pennsylvania
$982K -$64.5K -561 -6%
APWA
446
Atlas Private Wealth Advisors
New Jersey
$965K +$85.6K +744 +10%
PI
447
PFG Investments
New York
$962K +$99.7K +867 +12%
HHRDM
448
H&H Retirement Design & Management
Nevada
$960K -$7.51K -66 -0.8%
SSWG
449
Seven Springs Wealth Group
Tennessee
$942K – – –
OBWP
450
O'Brien Wealth Partners
Massachusetts
$938K -$16.8K -146 -2%
16 17
18
19 20