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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 %
MPM
551
Meritage Portfolio Management
Kansas
$684K – – –
BFA
552
Beaumont Financial Advisors
Massachusetts
$684K -$24.6K -201 -3%
WAG
553
Wallace Advisory Group
California
$682K – – –
PFM
554
Phillips Financial Management
Indiana
$681K -$14.5K -118 -2%
ICP
555
Interchange Capital Partners
Pennsylvania
$674K +$104K +851 +18%
AA
556
Ashford Advisors
New York
$670K – – –
DFA
557
DHJJ Financial Advisors
Illinois
$663K -$3.07K -25 -0.5%
OHWP
558
Oak Harbor Wealth Partners
North Carolina
$651K – – –
RWS
559
Resolute Wealth Strategies
Mississippi
$648K -$9.44K -77 -1%
BAG
560
Bridgewealth Advisory Group
California
$645K -$6.74K -55 -1%
KWM
561
Kaydan Wealth Management
Michigan
$645K -$12.3K -100 -2%
GC
562
Grimes & Company
Massachusetts
$640K – – –
DI
563
DFPG Investments
Utah
$639K -$113K -903 -15%
MAS
564
Meeder Advisory Services
Ohio
$639K +$639K +5,209 New
JWBC
565
John W. Brooker & Co
California
$638K +$123 +1 +0%
NWA
566
Navis Wealth Advisors
New York
$636K -$8.21K -67 -1%
MWM
567
Marion Wealth Management
Pennsylvania
$629K +$2.7K +22 +0.4%
LSIA
568
LaSalle St. Investment Advisors
Illinois
$628K +$3.31K +27 +0.5%
RA
569
RFG Advisory
Alabama
$628K +$53.7K +438 +9%
MG
570
Mather Group
Illinois
$626K +$26.7K +218 +4%
MFA
571
Mayflower Financial Advisors
Massachusetts
$626K +$13.2K +718 +2%
WSFS
572
Wilmington Savings Fund Society
Delaware
$620K +$620K +5,059 New
CC
573
Claybrook Capital
Massachusetts
$613K – – –
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$612K -$593K -4,839 -49%
FFL
575
Financial Freedom LLC
Ohio
$611K +$2.82K +23 +0.5%
21 22
23
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