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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 %
BWM
526
Benchmark Wealth Management
Connecticut
$746K – – –
AP
527
Appleton Partners
Massachusetts
$746K – – –
CIAS
528
CBIZ Investment Advisory Services
Ohio
$742K – – –
GTAM
529
Global Trust Asset Management
Florida
$740K -$28.2K -230 -4%
CCB
530
Country Club Bank
Missouri
$739K – – –
GIA
531
Guyasuta Investment Advisors
Pennsylvania
$738K – – –
CRI
532
Colonial River Investments
Virginia
$738K -$37K -302 -5%
KL
533
KWMG LLC
Kansas
$736K -$10.9K -89 -1%
SPI
534
Sutton Place Investors
New York
$736K +$736K +6,001 New
FCFC
535
First Commonwealth Financial Corp
Pennsylvania
$735K – – –
DI
536
Disciplined Investments
Oklahoma
$729K +$94.5K +771 +15%
DSC
537
Duncker Streett & Co
Missouri
$724K – – –
CCG
538
Cypress Capital Group
Florida
$721K -$12.3K -100 -2%
MWM
539
Modera Wealth Management
New Jersey
$720K +$293K +2,389 +69%
NCM
540
Noesis Capital Mangement
Florida
$718K -$9.19K -75 -1%
WI
541
Wintrust Investments
Illinois
$709K +$709K +5,783 New
PCMC
542
Private Capital Management (Colorado)
Colorado
$709K -$4.54K -37 -0.6%
CFO
543
Callan Family Office
Pennsylvania
$704K +$49.8K +406 +8%
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$701K -$205K -1,669 -23%
TC
545
Telemus Capital
Michigan
$696K -$69.5K -567 -9%
BI
546
Berkeley Inc
Idaho
$696K +$613 +5 +0.1%
CCWM
547
Cassaday & Co Wealth Management
Virginia
$689K +$15.3K +125 +2%
VF
548
VitalStone Financial
Texas
$689K +$16.4K +134 +2%
MWM
549
Meridian Wealth Management
Kentucky
$688K +$14.6K +119 +2%
GLA
550
Good Life Advisors
Pennsylvania
$685K -$22.9K -187 -3%
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