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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 %
TW
751
TrinityPoint Wealth
Connecticut
$342K +$45.2K +369 +15%
PIAS
752
PCA Investment Advisory Services
Ohio
$339K – – –
FLI
753
Family Legacy Inc
South Carolina
$339K – – –
BW
754
BIP Wealth
Georgia
$337K +$337K +2,751 New
RWP
755
Revolve Wealth Partners
New Jersey
$336K – – –
FAG
756
Financial Advisory Group
Texas
$335K – – –
FFA
757
First Foundation Advisors
California
$334K – – –
SAM
758
Summit Asset Management
Tennessee
$334K – – –
MW
759
Marcum Wealth
Ohio
$332K -$24.4K -199 -7%
RWP
760
Ridgecrest Wealth Partners
California
$331K – – –
RCAG
761
Rehmann Capital Advisory Group
Michigan
$331K +$1.84K +15 +0.6%
SEEDPG
762
S.E.E.D. Planning Group
New York
$329K – – –
PNAA
763
Pictet North America Advisors
Switzerland
$329K +$57.9K +472 +21%
CCT
764
Chemung Canal Trust
New York
$327K – – –
SAM
765
Secure Asset Management
Michigan
$326K +$858 +7 +0.3%
CWM
766
Core Wealth Management
Florida
$325K – – –
CA
767
Calton & Associates
Florida
$324K -$5.52K -45 -2%
KWMG
768
King Wealth Management Group
Florida
$324K – – –
VCP
769
Vista Capital Partners
Oregon
$324K -$50.5K -412 -13%
LIA
770
LBMC Investment Advisors
Tennessee
$323K +$245 +2 +0.1%
WF
771
WoodTrust Financial
Wisconsin
$321K – – –
CIG
772
Cascade Investment Group
Colorado
$321K -$3.55K -29 -1%
FTWA
773
Fifth Third Wealth Advisors
Ohio
$320K +$320K +2,613 New
BCP
774
Blue Chip Partners
Michigan
$319K +$2.21K +18 +0.7%
PCH
775
PGIM Custom Harvest
New Jersey
$318K – – –
29 30
31
32 33