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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 %
IGWM
451
ICA Group Wealth Management
Colorado
$1.12M -$1.61K -13 -0.1%
SHFA
452
SC&H Financial Advisors
Maryland
$1.11M +$2.47K +20 +0.2%
FPGK
453
Financial Partners Group (Kansas)
Kansas
$1.11M -$1.86K -15 -0.2%
SS
454
Simplicity Solutions
Minnesota
$1.11M +$1.11M +8,934 New
LA
455
Legacy Advisors
Pennsylvania
$1.1M – – –
WP
456
Westmount Partners
California
$1.09M -$16.1K -130 -1%
WF
457
Warner Financial
Maryland
$1.09M +$3.09K +25 +0.3%
HNWAG
458
High Net Worth Advisory Group
Florida
$1.08M +$4.08K +33 +0.4%
RIA
459
Realta Investment Advisors
Delaware
$1.08M -$156K -1,260 -13%
WFAG
460
Wescott Financial Advisory Group
Pennsylvania
$1.08M -$189K -1,524 -15%
CIA
461
Compass Ion Advisors
Pennsylvania
$1.07M -$70.4K -569 -6%
AAG
462
Armstrong Advisory Group
Massachusetts
$1.07M -$13.6K -110 -1%
AWA
463
Arete Wealth Advisors
Illinois
$1.07M +$41.8K +338 +4%
OBWP
464
O'Brien Wealth Partners
Massachusetts
$1.06M +$5.2K +42 +0.5%
STA
465
Summit Trail Advisors
New York
$1.06M – – –
HHRDM
466
H&H Retirement Design & Management
Nevada
$1.02M +$1.02M +8,245 New
AFS
467
AFG Fiduciary Services
Massachusetts
$1.02M +$745K +8,378 +267%
JWA
468
JFS Wealth Advisors
Pennsylvania
$1.01M +$139K +1,123 +16%
SSWG
469
Seven Springs Wealth Group
Tennessee
$1.01M – – –
SFA
470
Sequoia Financial Advisors
Ohio
$1M +$76.7K +620 +8%
First Trust Advisors
471
First Trust Advisors
Illinois
$1M +$1M +8,102 New
WA
472
Wealth Advisors
California
$996K – – –
MA
473
MKT Advisors
California
$979K +$2.46K +20 +0.3%
CG
474
Caprock Group
Idaho
$977K – – –
MSWMA
475
Market Street Wealth Management Advisors
Indiana
$970K -$92.7K -749 -9%
17 18
19
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