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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
551
Meeder Advisory Services
Ohio
$599K – – –
NWA
552
Navis Wealth Advisors
New York
$598K +$1.5K +13 +0.3%
SPI
553
Sutton Place Investors
New York
$598K -$91.9K -799 -13%
PSCM
554
Per Stirling Capital Management
Texas
$596K -$2.77M -24,124 -82%
AIC
555
Archer Investment Corporation
Indiana
$593K +$557K +4,846 +1,548%
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$592K -$19K -165 -3%
CA
557
Cambridge Advisors
Nebraska
$592K -$142K -1,234 -19%
MWM
558
Marion Wealth Management
Pennsylvania
$591K +$690 +6 +0.1%
GTAM
559
Global Trust Asset Management
Florida
$585K -$109K -946 -16%
GWS
560
Glassman Wealth Services
Virginia
$585K +$48.3K +420 +9%
MPM
561
Meritage Portfolio Management
Kansas
$584K -$57.7K -502 -9%
LSIA
562
LaSalle St. Investment Advisors
Illinois
$583K -$6.9K -60 -1%
DI
563
DFPG Investments
Utah
$579K +$567 +5 +0.1%
VFA
564
Valeo Financial Advisors
Indiana
$576K +$19.6K +170 +4%
CC
565
Claybrook Capital
Massachusetts
$575K – – –
WSFS
566
Wilmington Savings Fund Society
Delaware
$575K -$6.9K -60 -1%
BNP Paribas Financial Markets
567
BNP Paribas Financial Markets
France
$574K +$574K +4,992 New
IAG
568
Investment Advisory Group
Massachusetts
$572K +$17K +148 +3%
FFL
569
Financial Freedom LLC
Ohio
$569K -$4.95K -43 -0.9%
PAS
570
Park Avenue Securities
New York
$568K +$568K +4,942 New
ST
571
Sageworth Trust
Pennsylvania
$568K -$2.07K -18 -0.4%
MCCP
572
Mission Creek Capital Partners
California
$563K +$805 +7 +0.1%
BAG
573
Bridgewealth Advisory Group
California
$563K -$43K -374 -7%
BAM
574
Bosun Asset Management
Illinois
$561K -$169K -1,470 -23%
LA
575
LexAurum Advisors
Kansas
$561K +$8.86K +77 +2%
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