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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 %
PWP
676
Perfromance Wealth Partners
Illinois
$445K +$14.4K +115 +3%
GVAG
677
Great Valley Advisor Group
Delaware
$444K +$5.13K +41 +1%
LWM
678
LJI Wealth Management
Indiana
$442K +$625 +5 +0.1%
ADIM
679
Alpha DNA Investment Management
Maryland
$440K +$440K +3,523 New
WPA
680
West Paces Advisors
Georgia
$440K – – –
MPCG
681
Matrix Private Capital Group
New York
$436K – – –
SWM
682
SeaCrest Wealth Management
New York
$434K +$1.86K +15 +0.4%
AGA
683
Arkos Global Advisors
Texas
$432K – – –
BFO
684
Boston Family Office
Massachusetts
$431K – – –
MOS
685
MGO One Seven
Ohio
$428K +$428K +3,429 New
LWL
686
Leo Wealth LLC
Texas
$427K +$427K +3,413 New
PWMG
687
Provence Wealth Management Group
California
$425K – – –
FIM
688
Freedom Investment Management
Connecticut
$423K +$59K +472 +16%
H
689
HoyleCohen
California
$423K +$38.5K +308 +10%
CDH
690
Charles D. Hyman
$423K -$12.6K -101 -3%
BWP
691
Baldwin Wealth Partners
Massachusetts
$422K -$36.4K -291 -8%
PFG
692
Pinnacle Financial Group
Illinois
$422K – – –
WTA
693
Washington Trust Advisors
Massachusetts
$422K – – –
BAG
694
Bridgewealth Advisory Group
California
$420K -$192K -1,534 -31%
Financial Engines Advisors
695
Financial Engines Advisors
California
$418K +$50.5K +404 +14%
JE
696
JMAC Enterprises
Pennsylvania
$417K -$1.25K -10 -0.3%
NAM
697
NTV Asset Management
West Virginia
$416K +$28.4K +227 +7%
OAM
698
Oak Asset Management
California
$416K – – –
LAM
699
Lakewood Asset Management
Illinois
$412K – – –
QWM
700
Quadcap Wealth Management
Texas
$411K +$411K +3,289 New
26 27
28
29 30