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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 %
IP
601
Ignite Planners
California
$566K +$26.6K +221 +5%
HFP
602
Holistic Financial Partners
Indiana
$565K +$4.29K +35 +0.8%
PWMG
603
Provence Wealth Management Group
California
$564K +$201K +1,640 +55%
CCA
604
Column Capital Advisors
Indiana
$564K +$221K +1,800 +64%
AGA
605
Arkos Global Advisors
Texas
$561K -$50.9K -415 -8%
JIR
606
James Investment Research
Ohio
$560K -$36.8K -300 -6%
B
607
Bailard
California
$558K – – –
EPWM
608
Essex Private Wealth Management
Massachusetts
$556K +$245 +2 +0%
CSPAM
609
Cary Street Partners Asset Management
Virginia
$555K +$555K +4,529 New
GI
610
Gradient Investments
Minnesota
$549K +$14.7K +120 +3%
RRA
611
Round Rock Advisors
Connecticut
$543K -$94.4K -770 -15%
RA
612
Rodgers & Associates
Pennsylvania
$540K -$41.7K -340 -7%
FWP
613
FAS Wealth Partners
Kansas
$539K +$1.35K +11 +0.3%
EIP
614
Ellis Investment Partners
Pennsylvania
$538K +$981 +8 +0.2%
PFP
615
Paragon Financial Partners
California
$535K +$1.35K +11 +0.3%
BWP
616
Baldwin Wealth Partners
Massachusetts
$524K – – –
ZIC
617
ZWJ Investment Counsel
Georgia
$522K – – –
AWA
618
Arkadios Wealth Advisors
Georgia
$521K -$88.4K -721 -14%
GWP
619
Gateway Wealth Partners
Wisconsin
$519K -$84.6K -690 -14%
BA
620
Baugh & Associates
Georgia
$519K -$2.94K -24 -0.6%
SS
621
Simplicity Solutions
Minnesota
$519K -$576K -4,702 -53%
BFG
622
Bleakley Financial Group
New Jersey
$519K -$1.35K -11 -0.3%
WP
623
WealthSource Partners
California
$519K -$22.3K -182 -4%
TNBTD
624
Trustmark National Bank Trust Department
Mississippi
$515K – – –
HS
625
Horan Securities
United States
$513K +$513K +4,183 New
23 24
25
26 27