SDY icon

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 %
MAA
651
Matrix Asset Advisors
New York
$481K – – –
SAM
652
Sawgrass Asset Management
Florida
$478K – – –
WIA
653
World Investment Advisors
California
$477K +$159K +1,274 +50%
BA
654
Baugh & Associates
Georgia
$477K -$34.2K -274 -7%
MCCA
655
Mill Creek Capital Advisors
Pennsylvania
$474K +$125 +1 +0%
WPC
656
Wedmont Private Capital
Pennsylvania
$472K +$14.7K +118 +3%
Empower Advisory Group
657
Empower Advisory Group
Colorado
$472K +$250 +2 +0.1%
CB
658
Commerce Bank
Missouri
$472K – – –
AC
659
Addison Capital
Pennsylvania
$467K -$16.5K -132 -3%
HIA
660
HTG Investment Advisors
Connecticut
$465K – – –
EWM
661
EPG Wealth Management
Georgia
$462K -$23.4K -191 -5%
UWPG
662
Ullmann Wealth Partners Group
Florida
$461K +$3.62K +29 +0.8%
CFB
663
Cullen/Frost Bankers
Texas
$458K -$244K -1,952 -35%
MFG
664
Magnus Financial Group
New York
$458K -$14K -112 -3%
MG
665
Mather Group
Illinois
$457K -$35K -280 -7%
CA
666
Crewe Advisors
Utah
$456K +$35.2K +282 +8%
DWMG
667
DB Wealth Management Group
California
$454K -$377K -3,016 -45%
NB
668
Nicolet Bankshares
Wisconsin
$453K – – –
VFPW
669
Vantage Financial Partners (Wisconsin)
Wisconsin
$453K +$453K +3,625 New
CAG
670
Csenge Advisory Group
Florida
$453K +$1K +8 +0.2%
KWM
671
Kingsview Wealth Management
Oregon
$453K -$114K -910 -20%
OHWP
672
Oak Harbor Wealth Partners
North Carolina
$447K -$196K -1,567 -30%
NFG
673
Nadler Financial Group
Illinois
$446K -$96.5K -772 -18%
PO
674
Private Ocean
California
$445K +$411K +3,292 +1,224%
ANBT
675
American National Bank & Trust
Texas
$445K – – –
25 26
27
28 29