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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 %
TFGT
701
TS Financial Group (TSFG)
Illinois
$404K – – –
KIG
702
Kowal Investment Group
Wisconsin
$403K -$33.8K -276 -8%
CWM
703
Curi Wealth Management
North Carolina
$403K – – –
UL
704
Unionview LLC
Washington
$391K -$27.9K -228 -7%
PP
705
Patten & Patten
Tennessee
$390K -$123 -1 -0%
SAM
706
Sequent Asset Management
Texas
$388K – – –
KOMWMG
707
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$388K +$2.58K +21 +0.7%
BCA
708
Bay Colony Advisors
Massachusetts
$386K -$126K -1,025 -25%
AFG
709
Affinia Financial Group
Massachusetts
$386K – – –
LC
710
Lindbrook Capital
California
$382K -$1.23K -10 -0.3%
C
711
Certuity
Florida
$382K +$382K +3,114 New
IFAM
712
Institutional & Family Asset Management
Colorado
$381K -$34.7K -283 -8%
ORC
713
O'Rourke & Company
Massachusetts
$380K +$736 +6 +0.2%
NAM
714
NTV Asset Management
West Virginia
$380K – – –
HCM
715
Hengehold Capital Management
Ohio
$379K -$7.23K -59 -2%
PWLP
716
Prio Wealth Limited Partnership
Massachusetts
$379K +$27K +220 +8%
OFS
717
OneAscent Financial Services
Alabama
$378K +$378K +3,082 New
CAM
718
Covenant Asset Management
New Jersey
$374K – – –
HA
719
Harfst & Associates
Wyoming
$373K – – –
LIM
720
Loudon Investment Management
New Hampshire
$373K +$368 +3 +0.1%
CFGSD
721
Compass Financial Group (South Dakota)
South Dakota
$373K -$15.1K -123 -4%
SSB
722
Sandy Spring Bank
Maryland
$371K +$12K +98 +3%
HF
723
Halpern Financial
Virginia
$371K – – –
H
724
HoyleCohen
California
$371K – – –
WMG
725
WESCAP Management Group
California
$369K – – –
27 28
29
30 31