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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 %
AAG
451
Armstrong Advisory Group
Massachusetts
$1.08M -$45.1K -361 -4%
PAS
452
Park Avenue Securities
New York
$1.08M +$458K +3,668 +74%
BAM
453
Belpointe Asset Management
Nevada
$1.07M +$95K +760 +10%
GEA
454
Glen Eagle Advisors
New Jersey
$1.07M -$27.2K -218 -2%
PI
455
PFG Investments
New York
$1.06M +$10.7K +86 +1%
SHFA
456
SC&H Financial Advisors
Maryland
$1.05M -$68.9K -551 -6%
SI
457
Saxon Interests
Texas
$1.05M +$1.05M +8,392 New
SPIS
458
Steward Partners Investment Solutions
Oregon
$1.03M +$1.03M +8,257 New
SIG
459
Spinnaker Investment Group
California
$1.03M -$134K -1,070 -11%
PCM
460
Palouse Capital Management
Washington
$1.03M +$1.03M +8,228 New
GT
461
Glenmede Trust
Pennsylvania
$1.03M -$119K -953 -10%
SSWG
462
Seven Springs Wealth Group
Tennessee
$1.02M – – –
PA
463
PSI Advisors
Florida
$1.02M -$456K -3,648 -31%
SF
464
Summit Financial
New Jersey
$1.02M +$7.25K +58 +0.7%
IGWM
465
ICA Group Wealth Management
Colorado
$1.01M -$58K -464 -5%
KA
466
Kovack Advisors
Florida
$1.01M +$435K +3,477 +76%
RWP
467
RWA Wealth Partners
Massachusetts
$997K +$617K +4,941 +163%
RIA
468
Realta Investment Advisors
Delaware
$996K +$78.7K +630 +9%
WFAG
469
Wescott Financial Advisory Group
Pennsylvania
$992K -$75K -600 -7%
FPGK
470
Financial Partners Group (Kansas)
Kansas
$977K -$167K -1,337 -15%
BCFS
471
Butensky & Cohen Financial Security
Florida
$974K +$22.6K +181 +2%
SW
472
SlateStone Wealth
Florida
$971K -$474K -3,794 -33%
Koshinski Asset Management
473
Koshinski Asset Management
Illinois
$968K +$367K +2,935 +61%
MC
474
Mathes Company
New York
$967K – – –
PWP
475
Pursue Wealth Partners
California
$966K +$77.4K +619 +9%
17 18
19
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