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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 %
JWA
451
JFS Wealth Advisors
Pennsylvania
$936K – – –
CAAS
452
Capital Asset Advisory Services
Michigan
$936K -$122K -1,061 -12%
SF
453
Summit Financial
New Jersey
$934K +$5.52K +48 +0.6%
BFS
454
Bradley Foster & Sargent
Connecticut
$926K – – –
WA
455
Wealth Advisors
California
$923K – – –
CWM
456
Congress Wealth Management
Massachusetts
$914K +$130K +1,127 +17%
LSPW
457
Lake Street Private Wealth
Illinois
$912K +$231 +2 +0%
RIA
458
Realta Investment Advisors
Delaware
$899K -$145K -1,185 -14%
BAM
459
Belpointe Asset Management
Nevada
$899K +$39K +339 +5%
MA
460
MKT Advisors
California
$897K +$2.61K +23 +0.3%
MC
461
Mathes Company
New York
$890K – – –
WS
462
Wedbush Securities
California
$889K +$78.2K +680 +10%
CAL
463
Capital Analysts LLC
Pennsylvania
$887K -$1.89M -16,460 -68%
FNT
464
First National Trust
Pennsylvania
$885K +$41.7K +363 +5%
WB
465
West Bancorporation
Iowa
$884K -$210K -1,822 -19%
BCFS
466
Butensky & Cohen Financial Security
Florida
$875K -$2.19K -19 -0.2%
FPCP
467
Fort Point Capital Partners
California
$868K +$7.02K +61 +0.8%
BB
468
Berkshire Bank
Massachusetts
$868K +$15.1K +131 +2%
MWA
469
Monograph Wealth Advisors
California
$863K +$863K +7,500 New
CG
470
Caprock Group
Idaho
$862K – – –
PP
471
Patron Partners
Texas
$856K +$13.6K +118 +2%
CFMC
472
Curbstone Financial Management Corp
New Hampshire
$845K – – –
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$842K – – –
BDF
474
Black Diamond Financial
Maryland
$827K – – –
PTC
475
Private Trust Company
Ohio
$825K -$348K -3,024 -30%
17 18
19
20 21