SDY icon

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 %
CCWM
551
Cassaday & Co Wealth Management
Virginia
$694K – – –
PSCM
552
Per Stirling Capital Management
Texas
$694K +$46.6K +373 +7%
DI
553
Disciplined Investments
Oklahoma
$687K – – –
AA
554
Ashford Advisors
New York
$683K – – –
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$678K -$4.87K -39 -0.7%
DI
556
DFPG Investments
Utah
$678K +$43.4K +349 +7%
GC
557
Grimes & Company
Massachusetts
$675K +$10.5K +84 +2%
BFA
558
Beaumont Financial Advisors
Massachusetts
$674K -$10.1K -81 -1%
BI
559
Berkeley Inc
Idaho
$674K -$16.9K -135 -2%
GWS
560
Glassman Wealth Services
Virginia
$673K +$37.9K +303 +6%
MWM
561
Meridian Wealth Management
Kentucky
$672K -$15.2K -122 -2%
MWM
562
Modera Wealth Management
New Jersey
$672K -$22.9K -183 -3%
MPM
563
Meritage Portfolio Management
Kansas
$670K +$35K +280 +6%
PFM
564
Phillips Financial Management
Indiana
$669K -$18.9K -151 -3%
RMCM
565
Reynders McVeigh Capital Management
Massachusetts
$661K -$71.8K -575 -10%
PCMC
566
Private Capital Management (Colorado)
Colorado
$658K -$50.6K -405 -7%
YIA
567
YHB Investment Advisors
Connecticut
$656K -$164K -1,310 -20%
SPI
568
Sutton Place Investors
New York
$653K +$2.75K +22 +0.4%
NWA
569
Navis Wealth Advisors
New York
$652K +$1.88K +15 +0.3%
GLA
570
Good Life Advisors
Pennsylvania
$651K -$39.9K -319 -6%
WA
571
Waverly Advisors
Alabama
$648K +$106K +850 +20%
RRA
572
Round Rock Advisors
Connecticut
$643K +$89.5K +716 +16%
VFA
573
Valeo Financial Advisors
Indiana
$643K +$16.7K +134 +3%
CA
574
Cambridge Advisors
Nebraska
$643K – – –
CCG
575
Cypress Capital Group
Florida
$641K -$18.7K -150 -3%
21 22
23
24 25