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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,091 hedge funds and large institutions have $9.67B invested in SPDR S&P Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 319 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
17.21%
Holding in Top 10
60
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.04%
% of All Funds
0.95%
New
61
Increased
319
Reduced
430
Closed
65
Calls
$17.1M
Puts
$4.6M
Net Calls
+$12.5M
Net Calls Change
+$1.13M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$140M
2
JIC
Joel Isaacson & Co
New York
+$6.63M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$5.44M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$5.14M
5
ECM
ExodusPoint Capital Management
New York
+$4.93M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$75.1M
2
MCC
Money Concepts Capital
Florida
-$71.3M
3
3AM
3EDGE Asset Management
Florida
-$28M
4
RJA
Raymond James & Associates
Florida
-$27.9M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
676
Aveo Capital Partners
Colorado
$437K -$18.9K -154 -4%
EWM
677
Evercore Wealth Management
New York
$433K +$157K +1,277 +57%
LWM
678
LJI Wealth Management
Indiana
$433K +$419K +109,468 +3,142%
WPA
679
West Paces Advisors
Georgia
$432K -$49K -400 -10%
PWMAG
680
Pinnacle Wealth Management Advisory Group
New Jersey
$429K -$22.6K -184 -5%
CTC
681
Corundum Trust Company
South Dakota
$429K +$429K +3,500 New
MPCG
682
Matrix Private Capital Group
New York
$428K -$10.2K -83 -2%
SWM
683
SeaCrest Wealth Management
New York
$425K -$981 -8 -0.2%
HP
684
Hilltop Partners
Indiana
$424K +$424K +3,463 New
BFO
685
Boston Family Office
Massachusetts
$422K – – –
JE
686
JMAC Enterprises
Pennsylvania
$421K -$62K -506 -13%
Renaissance Technologies
687
Renaissance Technologies
New York
$417K +$98.1K +800 +31%
LB
688
Leo Brokerage
Texas
$416K -$34.1K -278 -8%
CF
689
Centaurus Financial
California
$416K -$2.93M -23,925 -88%
GVAG
690
Great Valley Advisor Group
Delaware
$416K -$1.97M -16,048 -83%
CPIG
691
Chicago Partners Investment Group
Illinois
$415K +$30.1K +239 +8%
CDH
692
Charles D. Hyman
$415K -$11.1K -91 -3%
PFG
693
Pinnacle Financial Group
Illinois
$414K – – –
WTA
694
Washington Trust Advisors
Massachusetts
$414K – – –
CA
695
Crewe Advisors
Utah
$412K – – –
WPC
696
Wedmont Private Capital
Pennsylvania
$410K -$861 -7 -0.2%
OAM
697
Oak Asset Management
California
$408K – – –
GIA
698
GHP Investment Advisors
Colorado
$407K +$7.7K +62 +2%
HWA
699
Heartwood Wealth Advisors
Virginia
$407K -$735 -6 -0.2%
LAM
700
Lakewood Asset Management
Illinois
$404K – – –
26 27
28
29 30