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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 %
EIP
626
Ellis Investment Partners
Pennsylvania
$542K -$312K -2,526 -37%
GI
627
Gradient Investments
Minnesota
$540K +$1.24K +10 +0.2%
PFP
628
Paragon Financial Partners
California
$539K -$47.3K -382 -8%
AC
629
Addison Capital
Pennsylvania
$534K -$1.03M -8,335 -66%
BWP
630
Baldwin Wealth Partners
Massachusetts
$528K – – –
WCM
631
WealthBridge Capital Management
Ohio
$528K – – –
MCP
632
Martin Capital Partners
Oregon
$528K -$1.42M -11,463 -73%
BA
633
Baugh & Associates
Georgia
$527K -$866 -7 -0.2%
ZIC
634
ZWJ Investment Counsel
Georgia
$527K – – –
BFG
635
Bleakley Financial Group
New Jersey
$525K -$28.6K -231 -5%
RSWM
636
Robertson Stephens Wealth Management
California
$523K -$14.8K -120 -3%
TNBTD
637
Trustmark National Bank Trust Department
Mississippi
$520K -$274K -2,213 -34%
CIAS
638
Capital Investment Advisory Services
North Carolina
$517K -$6.68K -54 -1%
MAA
639
Matrix Asset Advisors
New York
$516K – – –
BCA
640
Bay Colony Advisors
Massachusetts
$509K -$13.2K -108 -3%
KFA
641
Kapstone Financial Advisors
Ohio
$507K – – –
EWA
642
Exencial Wealth Advisors
Oklahoma
$505K -$9.4K -76 -2%
PMFA
643
Plante Moran Financial Advisors
Michigan
$499K +$75.8K +613 +18%
KFI
644
Key Financial Inc
Pennsylvania
$498K +$39.5K +319 +9%
WPW
645
Waldron Private Wealth
Pennsylvania
$498K -$106K -860 -18%
TCPWM
646
Traverso Chambers Private Wealth Management
California
$496K – – –
GFPC
647
Global Financial Private Client
Florida
$495K – – –
CAG
648
Csenge Advisory Group
Florida
$493K -$1.73M -13,951 -78%
MTIC
649
Missouri Trust & Investment Company
Missouri
$491K – – –
RPC
650
Rossmore Private Capital
Connecticut
$489K -$24.7K -200 -5%
24 25
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