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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.37%
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
Morgan Stanley
New York
+$588M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
3
ACM
Argent Capital Management
Missouri
+$15.1M
4
MFIM
Mesirow Financial Investment Management
Illinois
+$10.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.72M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$93.4M
2
Bank of America
Bank of America
North Carolina
-$60.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
476
Fort Point Capital Partners
California
$957K +$13.6K +109 +1%
TAM
477
Tocqueville Asset Management
New York
$952K +$472K +3,778 +98%
LSPW
478
Lake Street Private Wealth
Illinois
$947K -$41.9K -335 -4%
JWA
479
JFS Wealth Advisors
Pennsylvania
$944K -$72.5K -580 -7%
CAAS
480
Capital Asset Advisory Services
Michigan
$944K -$73.6K -589 -7%
AIFAIM
481
American Institute for Advanced Investment Management
Arizona
$943K -$187K -1,495 -17%
CG
482
Caprock Group
Idaho
$937K – – –
HI
483
Harbour Investments
Wisconsin
$933K +$105K +840 +13%
CFMC
484
Curbstone Financial Management Corp
New Hampshire
$919K – – –
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$915K +$22.2K +178 +2%
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$914K – – –
BDF
487
Black Diamond Financial
Maryland
$898K – – –
WIA
488
Wetzel Investment Advisors
Indiana
$894K +$894K +7,151 New
LIA
489
LS Investment Advisors
Michigan
$894K – – –
MA
490
MKT Advisors
California
$893K -$87.7K -707 -9%
BFS
491
Bradley Foster & Sargent
Connecticut
$893K -$51.1K -409 -5%
LSA
492
Lion Street Advisors
Texas
$890K -$213K -1,705 -19%
SSB
493
Sandy Spring Bank
Maryland
$885K +$679K +5,437 +331%
FNT
494
First National Trust
Pennsylvania
$879K -$82.4K -659 -9%
SWA
495
Stratos Wealth Advisors
Ohio
$875K -$13.7K -110 -2%
SCA
496
Sandy Cove Advisors
Massachusetts
$875K +$625 +5 +0.1%
BWG
497
Berry Wealth Group
Texas
$870K +$870K +6,965 New
WWP
498
Walden Wealth Partners
Ohio
$867K +$867K +6,941 New
OBWP
499
O'Brien Wealth Partners
Massachusetts
$863K -$156K -1,245 -15%
BB
500
Berkshire Bank
Massachusetts
$862K -$80.5K -644 -9%
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