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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
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
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
726
Berger Financial Group
Minnesota
$348K +$3.68K +32 +1%
TC
727
TownSquare Capital
Utah
$348K -$203K -1,764 -37%
WMG
728
WESCAP Management Group
California
$347K – – –
CIAS
729
CBIZ Investment Advisory Services
Ohio
$344K -$352K -3,062 -51%
KCM
730
Kanawha Capital Management
Virginia
$342K – – –
PIM
731
Penobscot Investment Management
Massachusetts
$342K +$345 +3 +0.1%
SAM
732
Secure Asset Management
Michigan
$338K +$32.8K +285 +11%
Financial Engines Advisors
733
Financial Engines Advisors
California
$338K – – –
FG
734
Foster Group
Iowa
$338K – – –
Principal Financial Group
735
Principal Financial Group
Iowa
$337K – – –
LT
736
Legacy Trust
Michigan
$337K – – –
LCWP
737
Legacy Capital Wealth Partners
Arkansas
$336K +$336K +2,925 New
FIM
738
Freedom Investment Management
Connecticut
$335K -$862K -7,496 -72%
ORC
739
O'Rourke & Company
Massachusetts
$334K -$22.4K -195 -6%
SCM
740
Schnieders Capital Management
California
$333K – – –
MSFS
741
Main Street Financial Solutions
Pennsylvania
$329K -$16K -139 -5%
SIC
742
Shoker Investment Counsel
Ohio
$329K -$5.64K -49 -2%
VNA
743
Valley National Advisers
Pennsylvania
$327K +$1.15K +10 +0.4%
CWA
744
Clarity Wealth Advisors
California
$325K -$18.3K -159 -5%
BFM
745
Boston Financial Management
Massachusetts
$323K – – –
MPCL
746
My Personal CFO LLC
Washington
$322K – – –
SW
747
SkyOak Wealth
Michigan
$319K -$109K -945 -25%
PIAS
748
PCA Investment Advisory Services
Ohio
$318K – – –
ATC
749
Adirondack Trust Company
New York
$317K – – –
GI
750
Gradient Investments
Minnesota
$316K -$200K -1,738 -39%
28 29
30
31 32