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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
17.65%
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
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
476
Parsons Capital Management
Rhode Island
$965K +$423K +3,423 +78%
LSPW
477
Lake Street Private Wealth
Illinois
$961K -$4.95K -40 -0.5%
MAG
478
Mayfair Advisory Group
Alabama
$950K -$28K -227 -3%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$944K -$4.83K -39 -0.5%
BB
480
Berkshire Bank
Massachusetts
$943K +$20.7K +167 +2%
TSWM
481
Triangle Securities Wealth Management
North Carolina
$937K +$124 +1 +0%
NEWAS
482
N.E.W. Advisory Services
Wisconsin
$927K -$3.09K -25 -0.3%
WIA
483
World Investment Advisors
California
$925K -$2.97K -24 -0.3%
PP
484
Patron Partners
Texas
$915K +$204K +1,649 +29%
VAS
485
Vestmark Advisory Solutions
Massachusetts
$914K +$11.9K +96 +1%
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$914K -$26.8K -217 -3%
SF
487
Summit Financial
New Jersey
$910K +$9.03K +73 +1%
AFP
488
Ausdal Financial Partners
Iowa
$909K -$9.77K -79 -1%
CFMC
489
Curbstone Financial Management Corp
New Hampshire
$909K – – –
MMPW
490
Mitchell McLeod Pugh & Williams
Alabama
$905K -$1.11K -9 -0.1%
BCFS
491
Butensky & Cohen Financial Security
Florida
$905K +$29.3K +237 +3%
MHS
492
M Holdings Securities
Oregon
$901K +$371 +3 +0%
GEA
493
Glen Eagle Advisors
New Jersey
$897K -$19.7K -159 -2%
BFS
494
Bradley Foster & Sargent
Connecticut
$895K – – –
BDF
495
Black Diamond Financial
Maryland
$889K – – –
CWM
496
Congress Wealth Management
Massachusetts
$887K -$17.6K -142 -2%
SWA
497
Stratos Wealth Advisors
Ohio
$878K +$3.34K +27 +0.4%
WS
498
Wedbush Securities
California
$873K -$14.7K -119 -2%
SCA
499
Sandy Cove Advisors
Massachusetts
$872K +$13.7K +111 +2%
HFS
500
Heritage Financial Services
Massachusetts
$866K +$12.4K +100 +1%
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