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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.

Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
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
1
Morgan Stanley
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$290M
3
ACM
3
Argent Capital Management
Missouri
$15.1M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$10.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.54M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$170M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$2.94M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$69.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
26
Vanguard Group
Pennsylvania
$64.4M 515,308 +273 +0.1%
Creative Planning
27
Creative Planning
Kansas
$62.8M 502,809 -23,106 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$57.1M 456,654 +23,653 +5%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$56.9M 455,342 -15,257 -3%
Goldman Sachs
30
Goldman Sachs
New York
$53.4M 427,206 +3,328 +0.8%
ERWM
31
Elk River Wealth Management
Colorado
$50.8M 406,741 +12,884 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$49.1M 392,920 -4,541 -1%
MB
33
Mizuho Bank
Japan
$47.5M 380,000 – –
LW
34
Linscomb Wealth
Texas
$40.1M 320,482 -18,130 -5%
MGIA
35
Moneta Group Investment Advisors
Missouri
$39.7M 317,376 -8,316 -3%
JSAM
36
J. Safra Asset Management
New York
$39.6M 316,983 -16,041 -5%
OPS
37
Orion Portfolio Solutions
Nebraska
$37.9M 303,209 -47,938 -14%
BCI
38
Brinker Capital Investments
Pennsylvania
$37.9M 303,209 -47,938 -14%
UCFA
39
United Capital Financial Advisors
Texas
$37.7M 301,539 -10,109 -3%
ODG
40
O'Dell Group
Ohio
$35.1M 280,618 -9,424 -3%
MSA
41
Marino Stram & Associates
Massachusetts
$34M 272,247 +1,135 +0.4%
CA
42
Clearstead Advisors
Ohio
$31.1M 249,163 -322,109 -56%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$30.5M 243,386 +8,669 +4%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$29.9M 239,256 +1,409 +0.6%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$28.9M 230,904 +408 +0.2%
Mariner
46
Mariner
Kansas
$27.9M 223,265 -21,299 -9%
WFM
47
Wolff Financial Management
Michigan
$27M 216,228 +8,099 +4%
KA
48
Klingman & Associates
New York
$26.4M 211,180 -461 -0.2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$25.8M 206,792 +51,402 +33%
Stifel Financial
50
Stifel Financial
Missouri
$25.8M 206,129 +7,266 +4%
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