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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 %
WCFA
651
Walkner Condon Financial Advisors
Wisconsin
$437K – – –
MCCA
652
Mill Creek Capital Advisors
Pennsylvania
$437K +$115 +1 +0%
AIM
653
Acropolis Investment Management
Missouri
$435K – – –
CB
654
Commerce Bank
Missouri
$434K -$36.8K -320 -8%
MFG
655
Magnus Financial Group
New York
$434K -$5.64K -49 -1%
Empower Advisory Group
656
Empower Advisory Group
Colorado
$434K – – –
MCM
657
Magnolia Capital Management
New York
$432K -$16.1K -140 -4%
HIA
658
HTG Investment Advisors
Connecticut
$428K – – –
BWP
659
Baldwin Wealth Partners
Massachusetts
$422K -$69K -600 -14%
RG
660
Retirement Group
California
$421K -$728K -6,332 -63%
UWPG
661
Ullmann Wealth Partners Group
Florida
$421K +$2.76K +24 +0.7%
ADL
662
Asset Dedication LLC
California
$419K – – –
WPC
663
Wedmont Private Capital
Pennsylvania
$418K +$37.3K +327 +10%
NB
664
Nicolet Bankshares
Wisconsin
$417K -$142K -1,239 -25%
PMFA
665
Plante Moran Financial Advisors
Michigan
$416K +$2.88K +25 +0.7%
CAG
666
Csenge Advisory Group
Florida
$416K -$4.95K -43 -1%
CI
667
Conning Inc
Connecticut
$411K – – –
ACP
668
Aveo Capital Partners
Colorado
$410K – – –
ANBT
669
American National Bank & Trust
Texas
$409K -$63.9K -556 -14%
LWM
670
LJI Wealth Management
Indiana
$407K -$12.6M -109,417 -97%
WPA
671
West Paces Advisors
Georgia
$405K – – –
PWMAG
672
Pinnacle Wealth Management Advisory Group
New Jersey
$403K +$345 +3 +0.1%
GVAG
673
Great Valley Advisor Group
Delaware
$403K +$13.6K +118 +3%
CTC
674
Corundum Trust Company
South Dakota
$403K – – –
APA
675
Astoria Portfolio Advisors
New York
$402K -$592K -5,292 -60%
25 26
27
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