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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
751
Pallas Capital Advisors
Massachusetts
$352K +$111K +890 +46%
IWP
752
Icon Wealth Partners
Texas
$351K +$351K +2,834 New
WF
753
Wayfinding Financial
Washington
$350K +$19.7K +160 +6%
WKWM
754
Walter & Keenan Wealth Management
Indiana
$347K – – –
CCA
755
Column Capital Advisors
Indiana
$346K – – –
MPCL
756
My Personal CFO LLC
Washington
$346K +$346K +2,798 +139,900%
CFA
757
Compass Financial Advisors
Indiana
$345K +$1.61K +13 +0.5%
Financial Engines Advisors
758
Financial Engines Advisors
California
$344K +$5.57K +45 +2%
CGPCS
759
Capital Group Private Client Services
California
$343K +$1.98K +16 +0.6%
PIAS
760
PCA Investment Advisory Services
Ohio
$342K +$342K +2,766 New
FLI
761
Family Legacy Inc
South Carolina
$342K -$19.3K -156 -5%
ATC
762
Adirondack Trust Company
New York
$341K – – –
RWP
763
Revolve Wealth Partners
New Jersey
$339K – – –
FAG
764
Financial Advisory Group
Texas
$338K – – –
FFA
765
First Foundation Advisors
California
$337K – – –
SAM
766
Summit Asset Management
Tennessee
$337K -$95K -768 -22%
RWP
767
Ridgecrest Wealth Partners
California
$335K +$31.4K +254 +10%
HGERS
768
Householder Group Estate & Retirement Specialist
Arizona
$334K +$334K +2,704 New
APWA
769
Atlas Private Wealth Advisors
New Jersey
$333K +$127K +1,030 +62%
CA
770
Calton & Associates
Florida
$333K -$208K -1,680 -38%
SEEDPG
771
S.E.E.D. Planning Group
New York
$332K – – –
RCAG
772
Rehmann Capital Advisory Group
Michigan
$332K +$1.73K +14 +0.5%
CCT
773
Chemung Canal Trust
New York
$330K – – –
SAM
774
Secure Asset Management
Michigan
$328K – – –
CWM
775
Core Wealth Management
Florida
$328K – – –
29 30
31
32 33