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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 %
AAG
451
Armstrong Advisory Group
Massachusetts
$1.06M +$123 +1 +0%
CIA
452
Compass Ion Advisors
Pennsylvania
$1.06M -$3.43K -28 -0.3%
HHRDM
453
H&H Retirement Design & Management
Nevada
$1.05M +$32.6K +263 +3%
GEA
454
Glen Eagle Advisors
New Jersey
$1.05M +$159K +1,297 +18%
RIA
455
Realta Investment Advisors
Delaware
$1.04M -$24.5K -200 -2%
OBWP
456
O'Brien Wealth Partners
Massachusetts
$1.02M -$36K -294 -3%
First Trust Advisors
457
First Trust Advisors
Illinois
$1.01M +$19.2K +157 +2%
SSWG
458
Seven Springs Wealth Group
Tennessee
$1M – – –
MA
459
MKT Advisors
California
$999K -$10.1K -80 -1%
JWA
460
JFS Wealth Advisors
Pennsylvania
$997K -$6.74K -55 -0.7%
WA
461
Wealth Advisors
California
$990K – – –
SF
462
Summit Financial
New Jersey
$990K +$87.8K +716 +10%
CW
463
CreativeOne Wealth
Kansas
$979K +$126K +1,031 +15%
LSPW
464
Lake Street Private Wealth
Illinois
$969K +$17.4K +142 +2%
PCM
465
Parsons Capital Management
Rhode Island
$967K +$11K +90 +1%
MC
466
Mathes Company
New York
$949K +$949K +7,740 New
AWA
467
Arete Wealth Advisors
Illinois
$947K -$112K -917 -11%
HGWM
468
Horst & Graben Wealth Management
Oregon
$941K -$230K -1,878 -20%
APWA
469
Atlas Private Wealth Advisors
New Jersey
$937K +$608K +4,956 +184%
BCFS
470
Butensky & Cohen Financial Security
Florida
$935K +$38.5K +314 +4%
MSWMA
471
Market Street Wealth Management Advisors
Indiana
$934K -$26.8K -219 -3%
BFS
472
Bradley Foster & Sargent
Connecticut
$926K +$39K +318 +4%
CG
473
Caprock Group
Idaho
$919K -$49.2K -401 -5%
PI
474
PFG Investments
New York
$919K +$241K +1,964 +35%
FPCP
475
Fort Point Capital Partners
California
$918K +$66.8K +545 +8%
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