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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 %
B
601
Bailard
California
$509K -$13.8K -120 -3%
RA
602
Rodgers & Associates
Pennsylvania
$507K – – –
EIP
603
Ellis Investment Partners
Pennsylvania
$505K +$1.04K +9 +0.2%
JWBC
604
John W. Brooker & Co
California
$504K -$95.3K -829 -16%
PFP
605
Paragon Financial Partners
California
$503K +$1.15K +10 +0.2%
HPC
606
HM Payson & Co
Maine
$502K +$381K +3,312 +315%
NFG
607
Nadler Financial Group
Illinois
$499K -$240K -2,087 -32%
WA
608
Waverly Advisors
Alabama
$499K +$499K +4,338 New
MFA
609
Mayflower Financial Advisors
Massachusetts
$499K -$11.7K -781 -2%
FWP
610
FAS Wealth Partners
Kansas
$495K -$10.2K -89 -2%
HGERS
611
Householder Group Estate & Retirement Specialist
Arizona
$493K +$493K +4,288 New
WCM
612
WealthBridge Capital Management
Ohio
$491K +$43.7K +380 +10%
ZIC
613
ZWJ Investment Counsel
Georgia
$490K – – –
AWA
614
Arkadios Wealth Advisors
Georgia
$489K +$230 +2 +0%
SS
615
Simplicity Solutions
Minnesota
$489K +$2.53K +22 +0.5%
BFG
616
Bleakley Financial Group
New Jersey
$489K +$2.53K +22 +0.5%
JIR
617
James Investment Research
Ohio
$487K -$38K -330 -7%
ACA
618
Aptus Capital Advisors
Alabama
$487K +$391K +3,396 +404%
WP
619
WealthSource Partners
California
$484K -$2.53K -22 -0.5%
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$484K – – –
ARC
621
Advisor Resource Council
Texas
$483K -$71.4K -621 -13%
HCM
622
Hengehold Capital Management
Ohio
$478K +$122K +1,063 +34%
CIAS
623
Capital Investment Advisory Services
North Carolina
$477K +$3.91K +34 +0.8%
CF
624
Centaurus Financial
California
$472K +$81.3K +706 +21%
BA
625
Baugh & Associates
Georgia
$470K -$16.8K -146 -3%
23 24
25
26 27