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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 %
AWM
601
Angeles Wealth Management
California
$605K – – –
MCCP
602
Mission Creek Capital Partners
California
$604K +$866 +7 +0.1%
JIR
603
James Investment Research
Ohio
$602K -$113K -911 -16%
NB
604
Nicolet Bankshares
Wisconsin
$602K +$18.6K +150 +3%
AFG
605
Atomi Financial Group
New York
$599K +$599K +4,844 New
IAG
606
Investment Advisory Group
Massachusetts
$597K – – –
TI
607
Truepoint Inc
Ohio
$595K – – –
SAI
608
Systematic Alpha Investments
New Jersey
$594K – – –
HH
609
Hilltop Holdings
Texas
$592K -$5.07K -41 -0.8%
MC
610
Moors & Cabot
Massachusetts
$589K -$28.7K -232 -5%
RA
611
Rodgers & Associates
Pennsylvania
$587K -$16.1K -130 -3%
RA
612
RFG Advisory
Alabama
$579K -$21.3K -172 -4%
ICP
613
Interchange Capital Partners
Pennsylvania
$575K +$78.4K +634 +16%
Toronto Dominion Bank
614
Toronto Dominion Bank
Ontario, Canada
$575K – – –
GWS
615
Glassman Wealth Services
Virginia
$570K -$51K -412 -8%
HFP
616
Holistic Financial Partners
Indiana
$566K +$4.21K +34 +0.7%
TSS
617
Two Sigma Securities
New York
$564K +$564K +4,557 New
B
618
Bailard
California
$563K – – –
CCM
619
Coldstream Capital Management
Washington
$563K – – –
EPWM
620
Essex Private Wealth Management
Massachusetts
$561K -$1.36K -11 -0.2%
CB
621
Commerce Bank
Missouri
$556K +$59.4K +480 +12%
IP
622
Ignite Planners
California
$553K -$401K -3,245 -42%
WP
623
WealthSource Partners
California
$546K -$56.5K -457 -9%
FWP
624
FAS Wealth Partners
Kansas
$542K +$866 +7 +0.2%
MFA
625
Mayflower Financial Advisors
Massachusetts
$542K -$798 -49 -0.1%
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25
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