SDY icon

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 %
PMFA
701
Plante Moran Financial Advisors
Michigan
$410K -$42.2K -338 -9%
GIA
702
GHP Investment Advisors
Colorado
$410K – – –
GIA
703
Gladstone Institutional Advisory
Florida
$410K +$4.75K +38 +1%
MAS
704
Meeder Advisory Services
Ohio
$406K -$245K -1,964 -38%
UL
705
Unionview LLC
Washington
$405K +$3.12K +25 +0.8%
HWA
706
Heartwood Wealth Advisors
Virginia
$404K -$10.1K -81 -2%
TFGT
707
TS Financial Group (TSFG)
Illinois
$404K -$7.5K -60 -2%
BW
708
BIP Wealth
Georgia
$404K – – –
MAG
709
M3 Advisory Group
Massachusetts
$403K +$403K +3,225 New
BCA
710
Bay Colony Advisors
Massachusetts
$403K +$22.1K +177 +6%
KOMWMG
711
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$401K +$3.13K +25 +0.8%
EWA
712
Exencial Wealth Advisors
Oklahoma
$400K -$96.7K -774 -19%
CWM
713
Curi Wealth Management
North Carolina
$397K -$4.5K -36 -1%
BC
714
Bartlett & Co
Ohio
$396K -$13.3K -106 -3%
BCWM
715
Bartlett & Co Wealth Management
Ohio
$396K -$13.3K -106 -3%
AQR Capital Management
716
AQR Capital Management
Connecticut
$393K – – –
CT
717
Colonial Trust
South Carolina
$392K +$319K +2,550 +432%
NHT
718
New Hampshire Trust
New Hampshire
$392K +$75.5K +604 +24%
TI
719
Trexquant Investment
Connecticut
$392K +$392K +3,137 New
IFAM
720
Institutional & Family Asset Management
Colorado
$390K +$1.88K +15 +0.5%
SWM
721
Scissortail Wealth Management
Oklahoma
$390K +$390K +3,133 New
SAM
722
Sequent Asset Management
Texas
$390K -$6.25K -50 -2%
CIA
723
Concurrent Investment Advisors
Florida
$388K +$388K +3,108 New
GL
724
Gerber LLC
Ohio
$387K +$387K +3,093 New
AWM
725
Avior Wealth Management
Nebraska
$386K -$22.5K -180 -6%
27 28
29
30 31