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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 %
CGPCS
576
Capital Group Private Client Services
California
$559K +$223K +1,935 +66%
TC
577
Telemus Capital
Michigan
$558K -$94.9K -825 -15%
BWM
578
BigSur Wealth Management
Florida
$558K – – –
PWAC
579
Private Wealth Advisors (California)
California
$558K -$11.6K -101 -2%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$553K -$20.9K -182 -4%
SAI
581
Systematic Alpha Investments
New Jersey
$552K – – –
MC
582
Moors & Cabot
Massachusetts
$551K -$8.28K -72 -1%
HFP
583
Holistic Financial Partners
Indiana
$551K +$20.8K +181 +4%
JCM
584
Jacobi Capital Management
Pennsylvania
$544K -$4.83K -42 -0.9%
WAS
585
Wealth Advisory Solutions
Indiana
$536K +$536K +4,451 New
CSPAM
586
Cary Street Partners Asset Management
Virginia
$535K +$14.1K +123 +3%
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$535K – – –
CCA
588
Column Capital Advisors
Indiana
$529K – – –
IP
589
Ignite Planners
California
$529K -$563 -5 -0.1%
HH
590
Hilltop Holdings
Texas
$527K -$23K -200 -4%
KA
591
Kovack Advisors
Florida
$527K -$36.7K -319 -7%
CCA
592
Childress Capital Advisors
Texas
$526K +$69K +600 +15%
FTUS
593
Flow Traders U.S.
New York
$524K -$561K -4,882 -52%
DSC
594
Duncker Streett & Co
Missouri
$523K -$157K -1,363 -23%
KWM
595
Kingsview Wealth Management
Oregon
$521K +$98.2K +854 +23%
AWM
596
Angeles Wealth Management
California
$520K -$13.8K -120 -3%
EPWM
597
Essex Private Wealth Management
Massachusetts
$518K -$3.57K -31 -0.7%
PCM
598
Parsons Capital Management
Rhode Island
$512K -$396K -3,440 -44%
ISWM
599
Independent Solutions Wealth Management
New York
$510K +$510K +4,433 New
RRA
600
Round Rock Advisors
Connecticut
$510K – – –
22 23
24
25 26