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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 %
RWM
576
Ritholtz Wealth Management
New York
$611K +$123 +1 +0%
ST
577
Sageworth Trust
Pennsylvania
$607K – – –
PWAC
578
Private Wealth Advisors (California)
California
$607K -$17.9K -146 -3%
AWM
579
Avior Wealth Management
Nebraska
$602K -$19.2K -157 -3%
KA
580
Kovack Advisors
Florida
$601K -$17.9K -146 -3%
MCCP
581
Mission Creek Capital Partners
California
$599K +$981 +8 +0.2%
WSTAM
582
Wilbanks Smith & Thomas Asset Management
Virginia
$599K +$135K +1,103 +29%
MC
583
Moors & Cabot
Massachusetts
$597K +$12.6K +103 +2%
NB
584
Nicolet Bankshares
Wisconsin
$596K – – –
BWM
585
BigSur Wealth Management
Florida
$595K -$91.9K -750 -13%
VFA
586
Valeo Financial Advisors
Indiana
$593K -$36.5K -298 -6%
IAG
587
Investment Advisory Group
Massachusetts
$591K – – –
ARC
588
Advisor Resource Council
Texas
$591K -$1.85M -15,076 -76%
TI
589
Truepoint Inc
Ohio
$589K – – –
LA
590
LexAurum Advisors
Kansas
$588K -$46.1K -376 -7%
SAI
591
Systematic Alpha Investments
New Jersey
$588K – – –
AFG
592
Atomi Financial Group
New York
$588K -$5.88K -48 -1%
TC
593
TownSquare Capital
Utah
$587K -$4.28M -34,940 -88%
HH
594
Hilltop Holdings
Texas
$587K – – –
JCM
595
Jacobi Capital Management
Pennsylvania
$585K -$20K -163 -3%
SWM
596
Selective Wealth Management
Virginia
$582K +$582K +4,807 New
Wealth Enhancement Advisory Services
597
Wealth Enhancement Advisory Services
Minnesota
$580K +$109K +893 +23%
GWS
598
Glassman Wealth Services
Virginia
$572K +$6.25K +51 +1%
Toronto Dominion Bank
599
Toronto Dominion Bank
Ontario, Canada
$570K – – –
AWM
600
Angeles Wealth Management
California
$569K -$30.6K -250 -5%
22 23
24
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