SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
701
Crewe Advisors
Utah
$416K – – –
WPC
702
Wedmont Private Capital
Pennsylvania
$412K +$5.68K +46 +1%
PIM
703
Penobscot Investment Management
Massachusetts
$412K -$57.5K -465 -12%
OAM
704
Oak Asset Management
California
$411K – – –
HWA
705
Heartwood Wealth Advisors
Virginia
$411K – – –
LAM
706
Lakewood Asset Management
Illinois
$408K – – –
TFGT
707
TS Financial Group (TSFG)
Illinois
$407K – – –
CWM
708
Curi Wealth Management
North Carolina
$407K – – –
KF
709
Krilogy Financial
Missouri
$406K -$34K -275 -8%
PBT
710
Pictet Bank & Trust
Bahamas
$406K – – –
GIA
711
GHP Investment Advisors
Colorado
$398K – – –
FANJ
712
Financial Architects (New Jersey)
New Jersey
$394K -$24.1K -195 -6%
KWM
713
Kingsview Wealth Management
Oregon
$394K -$32.4K -262 -8%
PP
714
Patten & Patten
Tennessee
$394K -$24.7K -200 -6%
SAM
715
Sequent Asset Management
Texas
$392K – – –
CFGSD
716
Compass Financial Group (South Dakota)
South Dakota
$391K +$1.24K +10 +0.3%
SFS
717
Sowell Financial Services
Arkansas
$390K +$390K +3,153 New
HCM
718
Hengehold Capital Management
Ohio
$390K – – –
KOMWMG
719
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$389K +$2.23K +18 +0.6%
LC
720
Lindbrook Capital
California
$387K -$322K -2,600 -45%
NAM
721
NTV Asset Management
West Virginia
$384K – – –
ORC
722
O'Rourke & Company
Massachusetts
$383K +$619 +5 +0.2%
AFG
723
Affinia Financial Group
Massachusetts
$382K – – –
CPIG
724
Chicago Partners Investment Group
Illinois
$381K +$125 +1 +0%
CAM
725
Covenant Asset Management
New Jersey
$378K – – –
27 28
29
30 31