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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.

New
Increased
Maintained
Reduced
Closed
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
Houlihan Financial Resource Group
Virginia
+$140M
2
JIC
Joel Isaacson & Co
New York
+$6.63M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$5.44M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$5.14M
5
ECM
ExodusPoint Capital Management
New York
+$4.93M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$75.1M
2
MCC
Money Concepts Capital
Florida
-$71.3M
3
3AM
3EDGE Asset Management
Florida
-$28M
4
RJA
Raymond James & Associates
Florida
-$27.9M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Belpointe Asset Management
Nevada
$916K -$2.54M -20,755 -74%
AFP
477
Ausdal Financial Partners
Iowa
$913K +$11.6K +95 +1%
VAS
478
Vestmark Advisory Solutions
Massachusetts
$909K +$3.19K +26 +0.4%
BB
479
Berkshire Bank
Massachusetts
$909K -$26K -212 -3%
CFMC
480
Curbstone Financial Management Corp
New Hampshire
$901K – – –
FNT
481
First National Trust
Pennsylvania
$899K +$50.1K +409 +6%
PP
482
Patron Partners
Texas
$898K -$9.32K -76 -1%
MMPW
483
Mitchell McLeod Pugh & Williams
Alabama
$897K – – –
BDF
484
Black Diamond Financial
Maryland
$881K – – –
LIA
485
LS Investment Advisors
Michigan
$877K -$863K -7,042 -50%
PWP
486
Pursue Wealth Partners
California
$871K +$123K +1,000 +16%
HB
487
Horizon Bancorp
Indiana
$868K +$35.2K +287 +4%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K -$68.4K -558 -7%
WS
489
Wedbush Securities
California
$865K -$245 -2 -0%
SCA
490
Sandy Cove Advisors
Massachusetts
$864K +$490 +4 +0.1%
SWA
491
Stratos Wealth Advisors
Ohio
$856K -$14.1K -115 -2%
Neuberger Berman Group
492
Neuberger Berman Group
New York
$852K +$29.8K +243 +4%
NEWAS
493
N.E.W. Advisory Services
Wisconsin
$849K -$69.6K -568 -8%
HFS
494
Heritage Financial Services
Massachusetts
$846K -$12.3K -100 -1%
YIA
495
YHB Investment Advisors
Connecticut
$845K +$22.4K +183 +3%
AP
496
Adero Partners
California
$843K +$368 +3 +0%
PBO
497
Peoples Bank (Ohio)
Ohio
$837K -$6.25K -51 -0.7%
CWM
498
Congress Wealth Management
Massachusetts
$836K -$42.9K -350 -5%
AC
499
ASB Consultores
Florida
$836K +$590K +4,817 +241%
CAC
500
Certified Advisory Corp
Florida
$835K +$103K +838 +14%
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