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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 %
KWM
576
Kaydan Wealth Management
Michigan
$640K -$22.1K -177 -3%
PCA
577
Pallas Capital Advisors
Massachusetts
$635K -$155K -1,241 -20%
WS
578
Wedbush Securities
California
$633K -$333K -2,664 -34%
RWM
579
Ritholtz Wealth Management
New York
$627K -$57.7K -462 -8%
ACM
580
Allred Capital Management
Texas
$621K +$372K +2,976 +149%
AIC
581
Archer Investment Corporation
Indiana
$615K -$30.1K -241 -5%
MCCP
582
Mission Creek Capital Partners
California
$613K +$1.25K +10 +0.2%
ST
583
Sageworth Trust
Pennsylvania
$611K -$5.37K -43 -0.9%
CGPCS
584
Capital Group Private Client Services
California
$611K +$3.13K +25 +0.5%
BWM
585
BigSur Wealth Management
Florida
$606K – – –
ACM
586
AlphaStar Capital Management
North Carolina
$605K +$605K +4,840 New
GAM
587
GEM Asset Management
Michigan
$602K +$116K +925 +24%
FFL
588
Financial Freedom LLC
Ohio
$601K -$17.1K -137 -3%
IAG
589
Investment Advisory Group
Massachusetts
$601K -$20.6K -165 -3%
WCFA
590
Walkner Condon Financial Advisors
Wisconsin
$600K +$125K +1,000 +26%
SAI
591
Systematic Alpha Investments
New Jersey
$600K – – –
PWAC
592
Private Wealth Advisors (California)
California
$597K -$8.37K -67 -1%
LA
593
LexAurum Advisors
Kansas
$593K -$16.9K -135 -3%
JCM
594
Jacobi Capital Management
Pennsylvania
$592K +$1K +8 +0.2%
GTAM
595
Global Trust Asset Management
Florida
$591K -$45K -360 -7%
CIAS
596
Capital Investment Advisory Services
North Carolina
$589K +$70.4K +563 +14%
C
597
Certuity
Florida
$586K +$197K +1,576 +51%
RWS
598
Resolute Wealth Strategies
Mississippi
$585K -$68K -544 -10%
Toronto Dominion Bank
599
Toronto Dominion Bank
Ontario, Canada
$581K – – –
LSAG
600
Lake Street Advisors Group
New Hampshire
$575K +$575K +4,603 New
22 23
24
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