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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.37%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$588M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
3
ACM
Argent Capital Management
Missouri
+$15.1M
4
MFIM
Mesirow Financial Investment Management
Illinois
+$10.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.72M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$93.4M
2
Bank of America
Bank of America
North Carolina
-$60.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
726
Fisher Asset Management
Washington
$385K +$385K +3,083 New
RWA
727
River Wealth Advisors
Pennsylvania
$385K -$125 -1 -0%
KWMG
728
King Wealth Management Group
Florida
$383K -$18.8K -150 -5%
CFGSD
729
Compass Financial Group (South Dakota)
South Dakota
$383K +$1.63K +13 +0.4%
AF
730
Apollon Financial
South Carolina
$381K +$381K +3,047 New
LIM
731
Loudon Investment Management
New Hampshire
$381K – – –
HA
732
Harfst & Associates
Wyoming
$381K – – –
CPIG
733
Chicago Partners Investment Group
Illinois
$379K -$27.9K -228 -7%
WMG
734
WESCAP Management Group
California
$377K – – –
CIAS
735
CBIZ Investment Advisory Services
Ohio
$374K – – –
ADL
736
Asset Dedication LLC
California
$372K -$83.7K -670 -18%
KCM
737
Kanawha Capital Management
Virginia
$372K – – –
BFG
738
Berger Financial Group
Minnesota
$372K -$6.75K -54 -2%
SAM
739
Secure Asset Management
Michigan
$368K +$250 +2 +0.1%
Principal Financial Group
740
Principal Financial Group
Iowa
$367K – – –
LCWP
741
Legacy Capital Wealth Partners
Arkansas
$366K +$625 +5 +0.2%
LT
742
Legacy Trust
Michigan
$366K – – –
FA
743
Fiduciary Alliance
South Carolina
$366K -$19.5K -156 -5%
PWLP
744
Prio Wealth Limited Partnership
Massachusetts
$364K -$21.9K -175 -6%
ORC
745
O'Rourke & Company
Massachusetts
$364K +$875 +7 +0.2%
SCM
746
Schnieders Capital Management
California
$362K – – –
FTWA
747
Fifth Third Wealth Advisors
Ohio
$360K +$33.7K +270 +10%
HFS
748
Hoge Financial Services
Pennsylvania
$360K +$360K +2,881 New
APA
749
Astoria Portfolio Advisors
New York
$360K -$82.9K -674 -19%
SIC
750
Shoker Investment Counsel
Ohio
$358K +$625 +5 +0.2%
28 29
30
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