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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 %
LI
726
LMCG Investments
Massachusetts
$368K – – –
MSFS
727
Main Street Financial Solutions
Pennsylvania
$368K -$123 -1 -0%
BFG
728
Berger Financial Group
Minnesota
$367K +$613 +5 +0.2%
CWA
729
Clarity Wealth Advisors
California
$366K – – –
KCM
730
Kanawha Capital Management
Virginia
$365K – – –
PIM
731
Penobscot Investment Management
Massachusetts
$364K -$44.5K -363 -11%
FCA
732
FLC Capital Advisors
California
$362K – – –
WIA
733
World Investment Advisors
California
$362K -$555K -4,525 -61%
LWM
734
Laidlaw Wealth Management
New York
$362K – – –
CA
735
CGN Advisors
Kansas
$361K – – –
Financial Engines Advisors
736
Financial Engines Advisors
California
$360K +$19.2K +157 +6%
Principal Financial Group
737
Principal Financial Group
Iowa
$360K – – –
FG
738
Foster Group
Iowa
$360K +$4.41K +36 +1%
CGPCS
739
Capital Group Private Client Services
California
$359K +$18.8K +153 +6%
LT
740
Legacy Trust
Michigan
$359K – – –
RWP
741
RWA Wealth Partners
Massachusetts
$357K +$79.7K +650 +29%
SIC
742
Shoker Investment Counsel
Ohio
$356K +$1.23K +10 +0.3%
SCM
743
Schnieders Capital Management
California
$355K – – –
ATC
744
Adirondack Trust Company
New York
$349K – – –
VNA
745
Valley National Advisers
Pennsylvania
$348K -$19.7K -160 -5%
BFM
746
Boston Financial Management
Massachusetts
$344K -$137K -1,121 -29%
WKWM
747
Walter & Keenan Wealth Management
Indiana
$344K – – –
MPCL
748
My Personal CFO LLC
Washington
$343K – – –
TC
749
TradeLink Capital
Illinois
$343K +$343K +2,800 New
IWP
750
Icon Wealth Partners
Texas
$342K -$5.15K -42 -1%
28 29
30
31 32