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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 %
MPCG
676
Matrix Private Capital Group
New York
$402K – – –
CDH
677
Charles D. Hyman
$401K +$11.5K +100 +3%
SWM
678
SeaCrest Wealth Management
New York
$400K +$1.5K +13 +0.4%
HP
679
Hilltop Partners
Indiana
$398K – – –
AGA
680
Arkos Global Advisors
Texas
$397K -$129K -1,119 -24%
BFO
681
Boston Family Office
Massachusetts
$397K – – –
PWP
682
Perfromance Wealth Partners
Illinois
$396K -$23.5K -204 -6%
NS
683
NBC Securities
Alabama
$394K +$394K +3,428 New
PWMG
684
Provence Wealth Management Group
California
$392K -$138K -1,200 -26%
CA
685
CGN Advisors
Kansas
$390K +$51.5K +448 +15%
PFG
686
Pinnacle Financial Group
Illinois
$389K – – –
WTA
687
Washington Trust Advisors
Massachusetts
$388K – – –
CA
688
Crewe Advisors
Utah
$387K – – –
JE
689
JMAC Enterprises
Pennsylvania
$385K -$9.89K -86 -3%
OAM
690
Oak Asset Management
California
$382K – – –
HWA
691
Heartwood Wealth Advisors
Virginia
$381K – – –
LAM
692
Lakewood Asset Management
Illinois
$379K – – –
TFGT
693
TS Financial Group (TSFG)
Illinois
$379K – – –
WOSD
694
WFA of San Diego
California
$379K -$54.6K -475 -13%
AWM
695
Avior Wealth Management
Nebraska
$376K -$188K -1,638 -33%
BC
696
Bartlett & Co
Ohio
$376K -$44.9K -390 -11%
BCWM
697
Bartlett & Co Wealth Management
Ohio
$376K -$44.9K -390 -11%
GIA
698
GHP Investment Advisors
Colorado
$373K – – –
GIA
699
Gladstone Institutional Advisory
Florida
$373K -$56.8K -494 -13%
BW
700
BIP Wealth
Georgia
$372K +$55.2K +480 +17%
26 27
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