State Street SPDR S&P Dividend ETF

SDY

Market cap $21.8B

SDY Hedge Fund Activity: Q3 2023 in Review

1,051 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2023, worth a combined $8.8B — down 9.3% from $9.7B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SDY and 38 opened new positions — a net loss of 30 holders — while 414 trimmed existing stakes and 342 added.

The largest buyer was Pathstone Family Office, adding an estimated $95.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $140M.

• 1,051 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2023, down from 1,095 in Q2 2023.
• Funds reported $8.8B of State Street SPDR S&P Dividend ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
• 38 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2023 and 68 closed out, a net change of -30 holders.
• The largest State Street SPDR S&P Dividend ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $95.7M added.
• The largest State Street SPDR S&P Dividend ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2023.