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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 %
MAA
626
Matrix Asset Advisors
New York
$511K – – –
DZ Bank
627
DZ Bank
Germany
$506K +$315K +2,550 +165%
ANBT
628
American National Bank & Trust
Texas
$505K +$75.5K +616 +18%
CIAS
629
Capital Investment Advisory Services
North Carolina
$505K -$7.6K -62 -1%
KFA
630
Kapstone Financial Advisors
Ohio
$503K -$12.6K -100 -2%
CB
631
Commerce Bank
Missouri
$502K -$49K -400 -9%
EWA
632
Exencial Wealth Advisors
Oklahoma
$500K – – –
RSWM
633
Robertson Stephens Wealth Management
California
$500K -$18.5K -151 -4%
MTIC
634
Missouri Trust & Investment Company
Missouri
$499K +$13.4K +109 +3%
RWM
635
Revisor Wealth Management
Ohio
$497K -$219K -1,786 -31%
MCP
636
Martin Capital Partners
Oregon
$495K -$27.7K -226 -5%
KFI
637
Key Financial Inc
Pennsylvania
$494K – – –
WPW
638
Waldron Private Wealth
Pennsylvania
$494K – – –
GFPC
639
Global Financial Private Client
Florida
$492K – – –
TCPWM
640
Traverso Chambers Private Wealth Management
California
$492K – – –
KWA
641
Kingswood Wealth Advisors
California
$490K +$490K +3,999 New
CCM
642
Coldstream Capital Management
Washington
$488K -$69.9K -570 -13%
CCA
643
Childress Capital Advisors
Texas
$487K +$487K +3,971 New
EWM
644
EPG Wealth Management
Georgia
$486K +$38.2K +312 +9%
RPC
645
Rossmore Private Capital
Connecticut
$485K – – –
FAB
646
First American Bank
Illinois
$482K – – –
MCM
647
Magnolia Capital Management
New York
$478K – – –
WCM
648
WealthBridge Capital Management
Ohio
$477K -$46.6K -380 -9%
AC
649
Addison Capital
Pennsylvania
$476K -$52.6K -429 -10%
RIM
650
Rockbridge Investment Management
New York
$473K – – –
24 25
26
27 28