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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 %
JWBC
501
J.W. Burns & Co
New York
$741K -$19.4K -169 -3%
WCG
502
Weaver Consulting Group
California
$741K -$2.88K -25 -0.4%
PBO
503
Peoples Bank (Ohio)
Ohio
$738K -$47K -409 -6%
GWM
504
Greenhouse Wealth Management
Connecticut
$728K +$2.07K +18 +0.3%
MAG
505
Mayfair Advisory Group
Alabama
$725K -$67.5K -588 -9%
PPP
506
Private Portfolio Partners
New Jersey
$724K -$21.2K -184 -3%
NCM
507
Noesis Capital Mangement
Florida
$720K +$46.1K +401 +7%
EGA
508
Eagle Global Advisors
Texas
$714K – – –
BDFN
509
Bond & Devick Financial Network
Minnesota
$713K -$115 -1 -0%
SFG
510
SevenBridge Financial Group
Pennsylvania
$710K -$3.11K -27 -0.4%
CWM
511
Calamos Wealth Management
Illinois
$708K – – –
FHC
512
First Heartland Consultants
Missouri
$706K -$2.3K -20 -0.3%
PCA
513
Pallas Capital Advisors
Massachusetts
$702K -$1.22K -11 -0.2%
CCB
514
Country Club Bank
Missouri
$699K – – –
GIA
515
Guyasuta Investment Advisors
Pennsylvania
$693K – – –
FCFC
516
First Commonwealth Financial Corp
Pennsylvania
$690K – – –
WI
517
Wintrust Investments
Illinois
$684K +$19.3K +168 +3%
KL
518
KWMG LLC
Kansas
$678K -$12.8K -111 -2%
BWM
519
Benchmark Wealth Management
Connecticut
$677K -$23K -200 -3%
RMCM
520
Reynders McVeigh Capital Management
Massachusetts
$675K -$48.9K -425 -7%
Bessemer Group
521
Bessemer Group
New Jersey
$671K -$1.23M -10,725 -65%
CA
522
Carson Advisory
Georgia
$670K -$35K -304 -5%
AWA
523
Arete Wealth Advisors
Illinois
$667K -$222K -1,933 -25%
AP
524
Appleton Partners
Massachusetts
$661K -$38.9K -338 -6%
CFO
525
Callan Family Office
Pennsylvania
$661K – – –
19 20
21
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