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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.

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
1
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
2
Joel Isaacson & Co
New York
$286M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
5
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
MCC
2
Money Concepts Capital
Florida
$220K
3
3AM
3
3EDGE Asset Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$285M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
51
UMB Bank
Missouri
$26.4M 215,762 +1,492 +0.7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$26.1M 212,634 -3,861 -2%
SC
53
Scotia Capital
Ontario, Canada
$25.8M 210,766 -2,749 -1%
CG
54
Colony Group
Massachusetts
$25.1M 205,024 +4,121 +2%
WFM
55
Wolff Financial Management
Michigan
$24.7M 201,881 +3,010 +2%
Stifel Financial
56
Stifel Financial
Missouri
$24.3M 198,247 -24,016 -11%
KAS
57
Kestra Advisory Services
Texas
$23M 187,607 -4,292 -2%
PMG
58
ProVise Management Group
Florida
$22.4M 182,831 -3,883 -2%
TPCW
59
TD Private Client Wealth
New York
$22.4M 182,755 -28,957 -14%
HNB
60
Huntington National Bank
Ohio
– – – –
CAL
61
Capital Advisors Ltd
Ohio
$21M 170,937 +236 +0.1%
HCM
62
Hollencrest Capital Management
California
$20.4M 166,248 +958 +0.6%
PAG
63
Private Advisor Group
New Jersey
$20.1M 163,117 -4,603 -3%
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$19.7M 160,330 +893 +0.6%
HP
65
Hyperion Partners
Pennsylvania
$19.5M 158,746 +4,916 +3%
FAM
66
Flaharty Asset Management
Florida
$19.4M 158,035 +8,713 +6%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$19.1M 155,851 +22,881 +17%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$18M 147,041 -1,581 -1%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$18M 146,658 +44,399 +43%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$17.4M 142,177 +13,102 +10%
RBC
71
Roble Belko & Company
Pennsylvania
$16.8M 137,444 -10,720 -7%
BF
72
BOK Financial
Oklahoma
$16.8M 137,239 -4,656 -3%
SPIA
73
Steward Partners Investment Advisory
New York
$16.5M 135,007 +3,306 +3%
IWM
74
IHT Wealth Management
Illinois
$16.5M 134,354 +3,135 +2%
AWS
75
Atria Wealth Solutions
New York
$16.3M 133,019 +2,485 +2%
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