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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 %
NWA
576
Navis Wealth Advisors
New York
$650K +$263K +2,123 +68%
JWBC
577
John W. Brooker & Co
California
$646K -$133K -1,068 -17%
GC
578
Grimes & Company
Massachusetts
$646K +$247 +2 +0%
RRA
579
Round Rock Advisors
Connecticut
$643K -$5.57K -45 -0.9%
DI
580
Disciplined Investments
Oklahoma
$640K – – –
LA
581
LexAurum Advisors
Kansas
$640K -$47.3K -382 -7%
VFA
582
Valeo Financial Advisors
Indiana
$636K +$990 +8 +0.2%
VWM
583
Venturi Wealth Management
Texas
$635K -$466K -3,770 -42%
MWM
584
Marion Wealth Management
Pennsylvania
$632K +$8.41K +68 +1%
LSIA
585
LaSalle St. Investment Advisors
Illinois
$631K -$3.22K -26 -0.5%
PWAC
586
Private Wealth Advisors (California)
California
$630K -$11.1K -90 -2%
AWM
587
Avior Wealth Management
Nebraska
$627K +$411K +3,321 +190%
KA
588
Kovack Advisors
Florida
$624K +$22K +178 +4%
FTUS
589
Flow Traders U.S.
New York
$621K +$621K +5,016 New
CC
590
Claybrook Capital
Massachusetts
$619K – – –
AGA
591
Arkos Global Advisors
Texas
$617K +$183K +1,482 +42%
RWM
592
Ritholtz Wealth Management
New York
$617K – – –
AWA
593
Arkadios Wealth Advisors
Georgia
$615K +$247 +2 +0%
FFL
594
Financial Freedom LLC
Ohio
$614K +$2.47K +20 +0.4%
MS
595
Maven Securities
Jersey
$614K +$614K +4,963 New
BTI
596
Blue Trust Inc
Georgia
$613K -$368K -2,942 -37%
ST
597
Sageworth Trust
Pennsylvania
$613K – – –
JCM
598
Jacobi Capital Management
Pennsylvania
$610K -$29.3K -237 -5%
GWP
599
Gateway Wealth Partners
Wisconsin
$610K +$7.55K +61 +1%
MG
600
Mather Group
Illinois
$605K -$2.85K -23 -0.5%
22 23
24
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