SDY icon

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.

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
1
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
2
Joel Isaacson & Co
New York
$286M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
5
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
MCC
2
Money Concepts Capital
Florida
$220K
3
3AM
3
3EDGE Asset Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$285M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$58M 473,549 -155,000 -25%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$56.6M 461,637 +3,012 +0.7%
Creative Planning
28
Creative Planning
Kansas
$56.3M 459,170 +1,085 +0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$53.3M 434,987 -15,226 -3%
Goldman Sachs
30
Goldman Sachs
New York
$53.2M 433,659 -85,529 -16%
Mariner
31
Mariner
Kansas
$48.4M 395,178 -8,531 -2%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$48.1M 392,498 -84,597 -18%
CAN
33
Cetera Advisor Networks
California
$47.5M 389,269 +13,433 +4%
ERWM
34
Elk River Wealth Management
Colorado
$46.9M 382,500 +2,107 +0.6%
MB
35
Mizuho Bank
Japan
$46.6M 380,000 – –
LW
36
Linscomb Wealth
Texas
$45.2M 369,111 -42,212 -10%
BCI
37
Brinker Capital Investments
Pennsylvania
$43.6M 355,917 -18,229 -5%
OPS
38
Orion Portfolio Solutions
Nebraska
$43.6M 355,917 -18,229 -5%
MGIA
39
Moneta Group Investment Advisors
Missouri
$42.5M 346,578 -1,421 -0.4%
UCFA
40
United Capital Financial Advisors
Texas
$42.2M 344,436 -15,819 -4%
JSAM
41
J. Safra Asset Management
New York
$42.2M 344,213 +5,563 +2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$41.3M 336,652 -9,125 -3%
BFS
43
Bard Financial Services
Connecticut
$34.9M 284,824 -2,217 -0.8%
CA
44
Clearstead Advisors
Ohio
$34.9M 284,778 +221 +0.1%
ODG
45
O'Dell Group
Ohio
$34.9M 284,573 +4,216 +2%
MSA
46
Marino Stram & Associates
Massachusetts
$32.9M 267,872 +4,386 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$29.3M 236,601 -18,502 -7%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$29.3M 238,757 +26,550 +13%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$29.1M 237,341 +3,175 +1%
KA
50
Klingman & Associates
New York
$26.8M 218,819 -541 -0.2%
1
2
3 4 5