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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 %
JE
651
JMAC Enterprises
Pennsylvania
$488K +$495 +4 +0.1%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$487K +$487K +3,938 New
FAB
653
First American Bank
Illinois
$487K -$3.85M -31,153 -89%
BFM
654
Boston Financial Management
Massachusetts
$486K – – –
WPA
655
West Paces Advisors
Georgia
$485K – – –
SWM
656
Southern Wealth Management
Texas
$484K +$22.3K +180 +5%
MCM
657
Magnolia Capital Management
New York
$482K +$49.6K +401 +11%
RIM
658
Rockbridge Investment Management
New York
$477K – – –
RWA
659
River Wealth Advisors
Pennsylvania
$477K -$35.4K -286 -7%
MFG
660
Magnus Financial Group
New York
$476K +$6.93K +56 +1%
Wealth Enhancement Advisory Services
661
Wealth Enhancement Advisory Services
Minnesota
$475K +$475K +3,842 New
TAM
662
Tocqueville Asset Management
New York
$475K – – –
HIA
663
HTG Investment Advisors
Connecticut
$475K – – –
SAM
664
Sawgrass Asset Management
Florida
$473K – – –
Empower Advisory Group
665
Empower Advisory Group
Colorado
$472K +$472K +3,814 New
WCFA
666
Walkner Condon Financial Advisors
Wisconsin
$470K – – –
MCCA
667
Mill Creek Capital Advisors
Pennsylvania
$469K +$124 +1 +0%
AIM
668
Acropolis Investment Management
Missouri
$468K – – –
WSTAM
669
Wilbanks Smith & Thomas Asset Management
Virginia
$468K -$83.4K -674 -15%
PWP
670
Perfromance Wealth Partners
Illinois
$467K -$7.3K -59 -2%
EP
671
Eudaimonia Partners
Tennessee
$465K -$32.8K -265 -7%
GIA
672
Gladstone Institutional Advisory
Florida
$462K -$14K -113 -3%
ACP
673
Aveo Capital Partners
Colorado
$460K -$2.27M -18,352 -83%
PWMAG
674
Pinnacle Wealth Management Advisory Group
New Jersey
$456K +$56.9K +460 +14%
LB
675
Leo Brokerage
Texas
$455K +$455K +3,675 New
25 26
27
28 29