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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.7%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$92.2M
2
CIA
2
Capital Investment Advisors
Georgia
$68M
3
CA
3
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
2
Ameriprise
Minnesota
$350M
3
Bank of America
3
Bank of America
North Carolina
$1.05B
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$605M
Name Market Value Shares Shares
Change 		Shares
Change %
WFM
51
Wolff Financial Management
Michigan
$23.9M 208,129 +6,248 +3%
UB
52
UMB Bank
Missouri
$23.9M 207,552 -8,210 -4%
Stifel Financial
53
Stifel Financial
Missouri
$22.9M 198,863 +616 +0.3%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$22.5M 195,463 +190,728 +4,028%
CG
55
Colony Group
Massachusetts
$22.3M 193,984 -11,040 -5%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$22.2M 193,093 -19,541 -9%
PAG
57
Private Advisor Group
New Jersey
$20.6M 179,005 +15,888 +10%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$20.3M 176,709 +60,618 +52%
KAS
59
Kestra Advisory Services
Texas
$20.2M 175,483 -12,124 -6%
PMG
60
ProVise Management Group
Florida
$20.1M 175,155 -7,676 -4%
CAL
61
Capital Advisors Ltd
Ohio
$19.8M 172,542 +1,605 +0.9%
FAM
62
Flaharty Asset Management
Florida
$19.8M 172,393 +14,358 +9%
HNB
63
Huntington National Bank
Ohio
– – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$19.5M 169,135 +13,284 +9%
HCM
65
Hollencrest Capital Management
California
$19M 165,042 -1,206 -0.7%
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$18.6M 162,012 +1,682 +1%
HP
67
Hyperion Partners
Pennsylvania
$18.6M 161,759 +3,013 +2%
TPCW
68
TD Private Client Wealth
New York
$18.1M 157,717 -25,038 -14%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$17.9M 155,390 +8,349 +6%
Cerity Partners
70
Cerity Partners
New York
$17.6M 153,382 +21,235 +16%
Comerica Bank
71
Comerica Bank
Texas
$17.5M 152,027 +152,027 New
BWFA
72
Baltimore-Washington Financial Advisors
Maryland
$16.9M 147,187 +529 +0.4%
RBC
73
Roble Belko & Company
Pennsylvania
$15.6M 135,967 -1,477 -1%
SPIA
74
Steward Partners Investment Advisory
New York
$15.6M 135,502 +495 +0.4%
RPWA
75
Regent Peak Wealth Advisors
Georgia
$15.5M 135,166 +4,849 +4%
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