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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 %
DZ Bank
626
DZ Bank
Germany
$468K – – –
ITIM
627
Indiana Trust & Investment Management
Indiana
$466K +$466K +4,053 New
SWM
628
Selective Wealth Management
Virginia
$464K -$80.5K -711 -15%
RIM
629
Rockbridge Investment Management
New York
$464K +$20K +174 +5%
WPW
630
Waldron Private Wealth
Pennsylvania
$463K – – –
KFI
631
Key Financial Inc
Pennsylvania
$463K – – –
GWP
632
Gateway Wealth Partners
Wisconsin
$463K -$24.5K -213 -5%
TCPWM
633
Traverso Chambers Private Wealth Management
California
$461K – – –
MTIC
634
Missouri Trust & Investment Company
Missouri
$458K -$10.2K -89 -2%
KFA
635
Kapstone Financial Advisors
Ohio
$458K – – –
EWA
636
Exencial Wealth Advisors
Oklahoma
$457K -$12K -104 -3%
EWM
637
EPG Wealth Management
Georgia
$457K +$920 +8 +0.2%
GFPC
638
Global Financial Private Client
Florida
$454K – – –
CCM
639
Coldstream Capital Management
Washington
$453K -$4.26K -37 -0.9%
TI
640
Truepoint Inc
Ohio
$453K -$99.6K -866 -18%
MG
641
Mather Group
Illinois
$453K -$134K -1,168 -23%
OP
642
ORG Partners
Indiana
$453K -$282K -2,456 -38%
FAB
643
First American Bank
Illinois
$452K – – –
GAM
644
GEM Asset Management
Michigan
$448K +$11.4K +99 +3%
MCP
645
Martin Capital Partners
Oregon
$444K -$20.9K -182 -5%
AC
646
Addison Capital
Pennsylvania
$444K -$1.72K -15 -0.4%
MAA
647
Matrix Asset Advisors
New York
$442K -$37.4K -325 -8%
TAM
648
Tocqueville Asset Management
New York
$442K – – –
SAM
649
Sawgrass Asset Management
Florida
$440K – – –
RPC
650
Rossmore Private Capital
Connecticut
$438K -$17.3K -150 -4%
24 25
26
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