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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
551
Beaumont Financial Advisors
Massachusetts
$715K -$169K -1,369 -19%
GLA
552
Good Life Advisors
Pennsylvania
$715K +$1.98K +16 +0.3%
VF
553
VitalStone Financial
Texas
$708K +$13.2K +102 +2%
CA
554
Carson Advisory
Georgia
$705K +$128K +1,036 +22%
PFM
555
Phillips Financial Management
Indiana
$702K -$4.58K -37 -0.6%
BI
556
Berkeley Inc
Idaho
$701K +$371 +3 +0.1%
WOSD
557
WFA of San Diego
California
$701K – – –
BWM
558
BigSur Wealth Management
Florida
$693K – – –
FIM
559
Freedom Investment Management
Connecticut
$692K +$150K +1,211 +28%
MPM
560
Meritage Portfolio Management
Kansas
$691K -$198K -1,600 -22%
PI
561
PFG Investments
New York
$685K +$685K +5,534 New
WAG
562
Wallace Advisory Group
California
$682K +$2.85K +23 +0.4%
CCWM
563
Cassaday & Co Wealth Management
Virginia
$680K -$105K -845 -13%
MWM
564
Meridian Wealth Management
Kentucky
$680K +$6.68K +54 +1%
IAS
565
Insigneo Advisory Services
Florida
$679K -$345K -2,790 -34%
AA
566
Ashford Advisors
New York
$676K – – –
DFA
567
DHJJ Financial Advisors
Illinois
$672K +$619 +5 +0.1%
Susquehanna International Group
568
Susquehanna International Group
Pennsylvania
$669K -$1.13M -9,133 -63%
RWS
569
Resolute Wealth Strategies
Mississippi
$664K +$664K +5,367 New
KWM
570
Kaydan Wealth Management
Michigan
$663K +$12K +97 +2%
TCWM
571
Total Clarity Wealth Management
Illinois
$663K -$24.9K -201 -4%
CFO
572
Callan Family Office
Pennsylvania
$660K – – –
BAG
573
Bridgewealth Advisory Group
California
$658K +$23K +186 +4%
OHWP
574
Oak Harbor Wealth Partners
North Carolina
$657K – – –
LDB
575
Lee, Danner & Bass
Tennessee
$655K -$396K -3,200 -38%
21 22
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