SDY icon

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 %
EFG
601
Ehrlich Financial Group
California
$572K +$572K +4,578 New
HH
602
Hilltop Holdings
Texas
$572K -$1K -8 -0.2%
CCA
603
Childress Capital Advisors
Texas
$571K – – –
HFP
604
Holistic Financial Partners
Indiana
$570K -$28.9K -231 -5%
FWP
605
FAS Wealth Partners
Kansas
$570K +$31.6K +253 +6%
AWM
606
Angeles Wealth Management
California
$565K – – –
DSC
607
Duncker Streett & Co
Missouri
$563K -$5.25K -42 -0.9%
EPWM
608
Essex Private Wealth Management
Massachusetts
$563K -$250 -2 -0%
WCM
609
WealthBridge Capital Management
Ohio
$560K +$26.9K +215 +5%
CSPAM
610
Cary Street Partners Asset Management
Virginia
$554K -$26.9K -215 -5%
RA
611
Rodgers & Associates
Pennsylvania
$551K – – –
EIP
612
Ellis Investment Partners
Pennsylvania
$550K +$1.13K +9 +0.2%
TC
613
Telemus Capital
Michigan
$549K -$57.4K -459 -9%
PFP
614
Paragon Financial Partners
California
$549K +$1.63K +13 +0.3%
SCTC
615
Sanibel Captiva Trust Company
Florida
$546K +$546K +4,371 New
BDFN
616
Bond & Devick Financial Network
Minnesota
$539K -$235K -1,883 -30%
RPC
617
Rossmore Private Capital
Connecticut
$538K +$62.5K +500 +13%
MC
618
Moors & Cabot
Massachusetts
$537K -$61.9K -495 -10%
ZIC
619
ZWJ Investment Counsel
Georgia
$534K +$2K +16 +0.4%
AWA
620
Arkadios Wealth Advisors
Georgia
$532K +$125 +1 +0%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$532K +$434K +3,470 +441%
MAG
622
Mayfair Advisory Group
Alabama
$531K -$261K -2,081 -33%
KFI
623
Key Financial Inc
Pennsylvania
$526K +$22.5K +180 +4%
TNBTD
624
Trustmark National Bank Trust Department
Mississippi
$525K – – –
HCM
625
Hengehold Capital Management
Ohio
$524K +$4.87K +39 +0.9%
23 24
25
26 27