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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
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
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
476
LS Investment Advisors
Michigan
$823K – – –
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$821K +$8.28K +72 +1%
MSWMA
478
Market Street Wealth Management Advisors
Indiana
$820K -$56.7K -493 -6%
SWA
479
Stratos Wealth Advisors
Ohio
$818K +$15.3K +133 +2%
PWP
480
Pursue Wealth Partners
California
$817K – – –
SG
481
StoneX Group
New York
$806K -$301K -2,618 -27%
SCA
482
Sandy Cove Advisors
Massachusetts
$804K -$6.67K -58 -0.8%
CW
483
CreativeOne Wealth
Kansas
$796K -$123K -1,070 -13%
AP
484
Adero Partners
California
$791K -$345 -3 -0%
NEWAS
485
N.E.W. Advisory Services
Wisconsin
$790K -$6.67K -58 -0.8%
AFP
486
Ausdal Financial Partners
Iowa
$787K -$69.5K -604 -8%
CAC
487
Certified Advisory Corp
Florida
$779K -$4.14K -36 -0.5%
HGWM
488
Horst & Graben Wealth Management
Oregon
$777K -$107K -926 -12%
RW
489
REDW Wealth
New Mexico
$766K – – –
AFG
490
Atomi Financial Group
New York
$766K +$214K +1,864 +39%
DWMG
491
DB Wealth Management Group
California
$765K -$267K -2,322 -26%
HI
492
Harbour Investments
Wisconsin
$762K -$2.19K -19 -0.3%
TSWM
493
Triangle Securities Wealth Management
North Carolina
$762K -$14.3K -124 -2%
Charles Schwab
494
Charles Schwab
California
$761K +$761K +6,620 New
Susquehanna International Group
495
Susquehanna International Group
Pennsylvania
$757K -$4.17M -36,262 -85%
HFS
496
Heritage Financial Services
Massachusetts
$756K -$38K -330 -5%
YIA
497
YHB Investment Advisors
Connecticut
$755K -$38.1K -331 -5%
ASFA
498
All Season Financial Advisors
Colorado
$751K +$5.41K +47 +0.7%
HWA
499
HHM Wealth Advisors
Tennessee
$747K – – –
MLA
500
My Legacy Advisors
Oregon
$745K +$10.5K +93 +1%
18 19
20
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