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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 %
PTC
501
Private Trust Company
Ohio
$860K -$36.2K -290 -4%
AP
502
Adero Partners
California
$859K – – –
NEWAS
503
N.E.W. Advisory Services
Wisconsin
$857K -$1.25K -10 -0.1%
AWA
504
Arete Wealth Advisors
Illinois
$853K +$128K +1,027 +18%
AFP
505
Ausdal Financial Partners
Iowa
$843K -$11.5K -92 -1%
IWS
506
Integrity Wealth Solutions
Colorado
$843K +$843K +6,749 New
MSWMA
507
Market Street Wealth Management Advisors
Indiana
$843K -$47.6K -381 -5%
GKWIM
508
Gerber Kawasaki Wealth & Investment Management
California
$840K -$411K -3,285 -33%
SFG
509
SevenBridge Financial Group
Pennsylvania
$838K +$66.2K +530 +9%
TWP
510
Tyche Wealth Partners
Texas
$837K +$837K +6,696 New
AAM
511
AMI Asset Management
California
$836K +$836K +6,693 New
WB
512
West Bancorporation
Iowa
$835K -$125K -1,002 -13%
SFG
513
Seamount Financial Group
Colorado
$834K +$834K +6,670 New
RW
514
REDW Wealth
New Mexico
$833K – – –
TSWM
515
Triangle Securities Wealth Management
North Carolina
$828K +$250 +2 +0%
AFG
516
Atomi Financial Group
New York
$821K -$11.5K -92 -1%
CAC
517
Certified Advisory Corp
Florida
$819K -$27.9K -223 -3%
NCFG
518
New Century Financial Group
New Jersey
$817K +$817K +6,540 New
WI
519
Wintrust Investments
Illinois
$809K +$65.7K +526 +9%
HWA
520
HHM Wealth Advisors
Tennessee
$803K -$8.87K -71 -1%
SG
521
StoneX Group
New York
$798K -$78.5K -628 -9%
BAM
522
Bosun Asset Management
Illinois
$794K +$184K +1,470 +30%
GWM
523
Greenhouse Wealth Management
Connecticut
$793K +$2.62K +21 +0.3%
TFG
524
Taylor Financial Group
Virginia
$791K +$791K +6,326 New
JWBC
525
J.W. Burns & Co
New York
$788K -$17.2K -138 -2%
19 20
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