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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 %
MLA
526
My Legacy Advisors
Oregon
$783K -$38.6K -311 -5%
NCM
527
Noesis Capital Mangement
Florida
$782K – – –
CWM
528
Calamos Wealth Management
Illinois
$769K – – –
WCG
529
Weaver Consulting Group
California
$768K -$37.5K -300 -5%
RA
530
RFG Advisory
Alabama
$767K -$7.58M -60,644 -91%
OP
531
ORG Partners
Indiana
$758K +$267K +2,133 +54%
PBO
532
Peoples Bank (Ohio)
Ohio
$758K -$43.9K -351 -5%
FHC
533
First Heartland Consultants
Missouri
$756K -$11K -88 -1%
GIA
534
Guyasuta Investment Advisors
Pennsylvania
$753K – – –
HFS
535
Heritage Financial Services
Massachusetts
$752K -$69.4K -555 -8%
CCM
536
Coldstream Capital Management
Washington
$750K +$257K +2,058 +52%
FCFC
537
First Commonwealth Financial Corp
Pennsylvania
$749K – – –
FFO
538
Fiduciary Family Office
Florida
$749K +$749K +5,990 New
CCB
539
Country Club Bank
Missouri
$746K -$12.5K -100 -2%
S
540
SignatureFD
Georgia
$740K +$413K +3,307 +126%
KL
541
KWMG LLC
Kansas
$733K -$3.37K -27 -0.5%
CA
542
Carson Advisory
Georgia
$730K +$1.88K +15 +0.3%
MAM
543
MWA Asset Management
Massachusetts
$723K +$44.1K +353 +6%
GSIAS
544
Garden State Investment Advisory Services
New Jersey
$720K -$3.08M -24,626 -81%
AP
545
Appleton Partners
Massachusetts
$719K – – –
PPP
546
Private Portfolio Partners
New Jersey
$713K -$74.1K -593 -9%
BWM
547
Benchmark Wealth Management
Connecticut
$711K -$25K -200 -3%
VWM
548
Venturi Wealth Management
Texas
$705K -$10.4K -83 -1%
ICP
549
Interchange Capital Partners
Pennsylvania
$703K +$37.2K +298 +6%
HGWM
550
Horst & Graben Wealth Management
Oregon
$697K -$147K -1,176 -17%
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