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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 %
OFS
626
OneAscent Financial Services
Alabama
$522K +$522K +4,173 New
JIR
627
James Investment Research
Ohio
$520K -$9.25K -74 -2%
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$518K -$17.2K -138 -3%
SAG
629
SageView Advisory Group
California
$517K -$981K -7,856 -65%
MWA
630
Midland Wealth Advisors
Illinois
$515K +$515K +4,118 New
WP
631
WealthSource Partners
California
$513K -$13.2K -106 -3%
DZ Bank
632
DZ Bank
Germany
$509K – – –
CVA
633
Central Valley Advisors
California
$509K +$509K +4,070 New
SWM
634
Selective Wealth Management
Virginia
$508K +$248 +2 +0%
AIM
635
Acropolis Investment Management
Missouri
$507K +$34.4K +275 +7%
KFA
636
Kapstone Financial Advisors
Ohio
$504K +$9.92K +80 +2%
GFPC
637
Global Financial Private Client
Florida
$502K +$1.88K +15 +0.4%
RIM
638
Rockbridge Investment Management
New York
$497K -$7K -56 -1%
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$497K -$176K -1,411 -26%
MTIC
640
Missouri Trust & Investment Company
Missouri
$495K -$3.12K -25 -0.6%
SS
641
Simplicity Solutions
Minnesota
$495K -$36.9K -295 -7%
BFG
642
Bleakley Financial Group
New Jersey
$495K -$36.9K -295 -7%
ITIM
643
Indiana Trust & Investment Management
Indiana
$494K -$12.4K -99 -2%
SLC
644
Second Line Capital
Louisiana
$493K +$493K +3,948 New
TI
645
Truepoint Inc
Ohio
$493K – – –
FAB
646
First American Bank
Illinois
$492K – – –
TCPWM
647
Traverso Chambers Private Wealth Management
California
$491K -$10.4K -83 -2%
DFA
648
DHJJ Financial Advisors
Illinois
$486K -$190K -1,520 -28%
MFA
649
Mayflower Financial Advisors
Massachusetts
$485K -$6.47K -438 -1%
ACA
650
Aptus Capital Advisors
Alabama
$482K -$47.9K -383 -9%
24 25
26
27 28