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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 %
AA
426
Ancora Advisors
Ohio
$1.18M +$2.5K +20 +0.2%
FA
427
Flagstar Advisors
New York
$1.18M -$22.1K -177 -2%
ANTB
428
AMG National Trust Bank
Colorado
$1.17M – – –
PIMG
429
Patriot Investment Management Group
Tennessee
$1.17M +$375 +3 +0%
HNWAG
430
High Net Worth Advisory Group
Florida
$1.17M +$73.6K +589 +7%
SA
431
SRH Advisors
Kansas
$1.15M – – –
CAI
432
Capital Advisors Inc
Oklahoma
$1.15M -$16K -128 -1%
APIM
433
Agate Pass Investment Management
Washington
$1.15M – – –
STA
434
Summit Trail Advisors
New York
$1.14M – – –
IAIM
435
International Assets Investment Management
Florida
$1.13M -$149K -1,193 -12%
VCM
436
Virtue Capital Management
Tennessee
$1.13M +$1.13M +9,154 New
OIA
437
OneDigital Investment Advisors
Kansas
$1.13M -$253K -2,021 -18%
WF
438
Warner Financial
Maryland
$1.13M +$19.1K +153 +2%
RWA
439
Rainsberger Wealth Advisors
Colorado
$1.12M +$6.37K +51 +0.6%
APWA
440
Atlas Private Wealth Advisors
New Jersey
$1.12M +$73.5K +588 +7%
AWM
441
Atticus Wealth Management
Florida
$1.12M +$5.12K +41 +0.5%
CIA
442
Compass Ion Advisors
Pennsylvania
$1.12M -$54.7K -438 -5%
VCA
443
Verdence Capital Advisors
Maryland
$1.11M -$536K -4,286 -32%
WP
444
Westmount Partners
California
$1.11M -$1.5K -12 -0.1%
HHRDM
445
H&H Retirement Design & Management
Nevada
$1.1M +$63.4K +514 +6%
FMN
446
Financial Management Network
California
$1.1M -$7.32K -59 -0.7%
GWM
447
Geneos Wealth Management
Colorado
$1.1M -$548K -4,385 -33%
CAL
448
Capital Analysts LLC
Pennsylvania
$1.09M +$129K +1,033 +13%
CW
449
CreativeOne Wealth
Kansas
$1.08M +$218K +1,744 +25%
PP
450
Patron Partners
Texas
$1.08M +$151K +1,211 +16%
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