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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.

Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.7%
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
1
Pathstone Family Office
New Jersey
$92.2M
2
CIA
2
Capital Investment Advisors
Georgia
$68M
3
CA
3
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
2
Ameriprise
Minnesota
$350M
3
Bank of America
3
Bank of America
North Carolina
$1.05B
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$605M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$60.5M 525,915 +66,745 +15%
CAN
27
Cetera Advisor Networks
California
$60M 521,771 +132,502 +34%
Vanguard Group
28
Vanguard Group
Pennsylvania
$59.2M 515,035 – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$54.1M 470,599 +8,962 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$49.8M 433,001 -40,548 -9%
Goldman Sachs
31
Goldman Sachs
New York
$48.8M 423,878 -9,781 -2%
MB
32
Mizuho Bank
Japan
$46.6M 380,000 – –
Legacy Financial Group (Iowa)
33
Legacy Financial Group (Iowa)
Iowa
$46.1M 400,701 +8,203 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$45.7M 397,461 -37,526 -9%
ERWM
35
Elk River Wealth Management
Colorado
$45.3M 393,857 +11,357 +3%
OPS
36
Orion Portfolio Solutions
Nebraska
$40.4M 351,147 -4,770 -1%
BCI
37
Brinker Capital Investments
Pennsylvania
$40.4M 351,147 -4,770 -1%
LW
38
Linscomb Wealth
Texas
$38.9M 338,612 -30,499 -8%
JSAM
39
J. Safra Asset Management
New York
$38.3M 333,024 -11,189 -3%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$37.8M 328,895 -7,757 -2%
MGIA
41
Moneta Group Investment Advisors
Missouri
$37.5M 325,692 -20,886 -6%
UCFA
42
United Capital Financial Advisors
Texas
$35.8M 311,648 -32,788 -10%
ODG
43
O'Dell Group
Ohio
$33.4M 290,042 +5,469 +2%
MSA
44
Marino Stram & Associates
Massachusetts
$31.2M 271,112 +3,240 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.4M 234,717 -1,884 -0.8%
Mariner
46
Mariner
Kansas
$28.1M 244,564 -150,614 -38%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$26.9M 237,847 +506 +0.2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$26.5M 230,496 -8,261 -3%
KA
49
Klingman & Associates
New York
$24.3M 211,641 -7,178 -3%
SC
50
Scotia Capital
Ontario, Canada
$24M 208,259 -2,507 -1%
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