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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 %
MAG
501
Mayfair Advisory Group
Alabama
$832K -$96.8K -803 -10%
TSWM
502
Triangle Securities Wealth Management
North Carolina
$827K -$102K -829 -11%
RW
503
REDW Wealth
New Mexico
$817K -$39.8K -325 -5%
HI
504
Harbour Investments
Wisconsin
$815K +$82.7K +675 +11%
JWBC
505
J.W. Burns & Co
New York
$811K +$41.1K +335 +5%
IWA
506
Intercontinental Wealth Advisors
Texas
$810K -$36.2K -295 -4%
MLA
507
My Legacy Advisors
Oregon
$808K -$1.36K -11 -0.2%
HWA
508
HHM Wealth Advisors
Tennessee
$797K – – –
ASFA
509
All Season Financial Advisors
Colorado
$794K -$41.9K -342 -5%
PPP
510
Private Portfolio Partners
New Jersey
$794K -$3.07K -25 -0.4%
WCG
511
Weaver Consulting Group
California
$793K +$19.6K +160 +3%
NFG
512
Nadler Financial Group
Illinois
$788K +$1.72K +14 +0.2%
OP
513
ORG Partners
Indiana
$787K +$787K +6,391 New
CA
514
Cambridge Advisors
Nebraska
$782K – – –
PCA
515
Pallas Capital Advisors
Massachusetts
$781K +$433K +3,508 +124%
BAM
516
Bosun Asset Management
Illinois
$779K – – –
GWM
517
Greenhouse Wealth Management
Connecticut
$774K +$2.21K +18 +0.3%
RMCM
518
Reynders McVeigh Capital Management
Massachusetts
$771K -$6.13K -50 -0.8%
EGA
519
Eagle Global Advisors
Texas
$761K – – –
SFG
520
SevenBridge Financial Group
Pennsylvania
$760K +$858 +7 +0.1%
BDFN
521
Bond & Devick Financial Network
Minnesota
$760K – – –
FHC
522
First Heartland Consultants
Missouri
$755K -$63.3K -516 -8%
CWM
523
Calamos Wealth Management
Illinois
$754K – – –
CA
524
Carson Advisory
Georgia
$752K +$53.4K +436 +8%
TSS
525
Two Sigma Securities
New York
$747K +$189K +1,538 +34%
19 20
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