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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 %
RW
501
REDW Wealth
New Mexico
$864K – – –
CW
502
CreativeOne Wealth
Kansas
$861K -$21.3K -172 -2%
FPCP
503
Fort Point Capital Partners
California
$859K +$30.1K +243 +4%
FNT
504
First National Trust
Pennsylvania
$856K +$110K +887 +15%
IWA
505
Intercontinental Wealth Advisors
Texas
$853K -$20.4K -165 -2%
PBO
506
Peoples Bank (Ohio)
Ohio
$851K -$10.9K -88 -1%
AP
507
Adero Partners
California
$851K – – –
ASFA
508
All Season Financial Advisors
Colorado
$844K +$32.9K +266 +4%
HB
509
Horizon Bancorp
Indiana
$841K -$78.8K -637 -9%
YIA
510
YHB Investment Advisors
Connecticut
$830K +$71.3K +576 +9%
Neuberger Berman Group
511
Neuberger Berman Group
New York
$829K -$39.1K -316 -5%
PCIA
512
Prime Capital Investment Advisors
Kansas
$829K -$5.53M -44,718 -87%
EWM
513
Empirical Wealth Management
Washington
$828K +$226K +1,823 +37%
FHC
514
First Heartland Consultants
Missouri
$825K +$7.05K +57 +0.9%
SG
515
StoneX Group
New York
$810K -$21.8K -176 -3%
MLA
516
My Legacy Advisors
Oregon
$807K -$20.6K -167 -2%
PPP
517
Private Portfolio Partners
New Jersey
$805K +$1.98K +16 +0.2%
HWA
518
HHM Wealth Advisors
Tennessee
$804K +$15K +121 +2%
NFG
519
Nadler Financial Group
Illinois
$793K -$3.46K -28 -0.4%
Two Sigma Advisers
520
Two Sigma Advisers
New York
$792K +$792K +6,400 New
CA
521
Cambridge Advisors
Nebraska
$789K – – –
BAM
522
Bosun Asset Management
Illinois
$786K +$786K +6,351 New
RMCM
523
Reynders McVeigh Capital Management
Massachusetts
$784K – – –
CRI
524
Colonial River Investments
Virginia
$782K -$91.2K -737 -10%
WCG
525
Weaver Consulting Group
California
$780K -$25.2K -204 -3%
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