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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
17.66%
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
1
Vanguard Group
Pennsylvania
$63.7M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$46.3M
3
MCC
3
Money Concepts Capital
Florida
$20.6M
4
HCM
4
Hollencrest Capital Management
California
$20.4M
5
CG
5
Colony Group
Massachusetts
$24.9M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$173M
2
AssetMark Inc
2
AssetMark Inc
California
$43.7K
3
Morgan Stanley
3
Morgan Stanley
New York
$686M
4
Ameriprise
4
Ameriprise
Minnesota
$440M
5
HNB
5
Huntington National Bank
Ohio
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
26
Vanguard Group
Pennsylvania
$63.7M +$63.7M +515,035 New
Legacy Financial Group (Iowa)
27
Legacy Financial Group (Iowa)
Iowa
$59M +$2.54M +20,517 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$56.7M +$298K +2,409 +0.5%
Creative Planning
29
Creative Planning
Kansas
$56.7M -$744K -6,017 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$55.7M -$6.98M -56,385 -11%
LW
31
Linscomb Wealth
Texas
$50.9M -$60.7K -491 -0.1%
Mariner
32
Mariner
Kansas
$49.9M -$1.14M -9,234 -2%
ERWM
33
Elk River Wealth Management
Colorado
$47.1M +$2.94M +23,733 +7%
MB
34
Mizuho Bank
Japan
$47M – – –
CAN
35
Cetera Advisor Networks
California
$46.5M +$807K +6,522 +2%
BCI
36
Brinker Capital Investments
Pennsylvania
$46.3M +$2.02M +16,291 +5%
OPS
37
Orion Portfolio Solutions
Nebraska
$46.3M +$44.4M +359,070 +2,382%
UCFA
38
United Capital Financial Advisors
Texas
$44.6M -$1.82M -14,706 -4%
MGIA
39
Moneta Group Investment Advisors
Missouri
$43.1M +$1.58M +12,811 +4%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$42.8M -$23.6M -190,456 -36%
JSAM
41
J. Safra Asset Management
New York
$41.9M +$1.78M +14,375 +4%
BFS
42
Bard Financial Services
Connecticut
$35.5M -$167K -1,346 -0.5%
CA
43
Clearstead Advisors
Ohio
$35.2M +$3.55M +28,709 +11%
ODG
44
O'Dell Group
Ohio
$34.7M +$1.01M +8,166 +3%
MSA
45
Marino Stram & Associates
Massachusetts
$32.6M -$35.8K -289 -0.1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$31.6M -$198K -1,598 -0.6%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$29M +$251K +2,032 +0.9%
3AM
48
3EDGE Asset Management
Florida
$28M +$80.3K +649 +0.3%
Stifel Financial
49
Stifel Financial
Missouri
$27.5M +$1.18M +9,556 +4%
KA
50
Klingman & Associates
New York
$27.1M -$767K -6,203 -3%
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