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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 %
RWP
751
Revolve Wealth Partners
New Jersey
$315K – – –
FAG
752
Financial Advisory Group
Texas
$314K – – –
FFA
753
First Foundation Advisors
California
$313K – – –
SAM
754
Summit Asset Management
Tennessee
$313K – – –
EWM
755
Evercore Wealth Management
New York
$313K -$93.5K -813 -23%
FLI
756
Family Legacy Inc
South Carolina
$312K -$6.1K -53 -2%
RWP
757
Ridgecrest Wealth Partners
California
$311K – – –
KCFA
758
Key Client Fiduciary Advisors
New Jersey
$311K +$119K +1,038 +62%
SEEDPG
759
S.E.E.D. Planning Group
New York
$309K – – –
PNAA
760
Pictet North America Advisors
Switzerland
$308K – – –
CIG
761
Cascade Investment Group
Colorado
$308K +$6.9K +60 +2%
CCT
762
Chemung Canal Trust
New York
$307K – – –
TW
763
TrinityPoint Wealth
Connecticut
$305K -$15.5K -135 -5%
CWM
764
Core Wealth Management
Florida
$305K – – –
BCP
765
Blue Chip Partners
Michigan
$301K +$1.96K +17 +0.7%
S
766
SignatureFD
Georgia
$301K +$9.66K +84 +3%
FTWA
767
Fifth Third Wealth Advisors
Ohio
$301K – – –
HA
768
HC Advisors
Georgia
$298K +$1.96K +17 +0.7%
LIA
769
LBMC Investment Advisors
Tennessee
$298K +$225 +2 +0.1%
PTC
770
Philadelphia Trust Company
Pennsylvania
$297K +$14.4K +125 +5%
PWM
771
Provident Wealth Management
Tennessee
$297K +$1.27K +11 +0.4%
BP
772
Broadleaf Partners
Ohio
$296K – – –
GF
773
Gries Financial
Ohio
$296K – – –
BHPW
774
Beverly Hills Private Wealth
California
$293K +$1.96K +17 +0.7%
WIA
775
World Investment Advisors
California
$292K -$47.1K -410 -14%
29 30
31
32 33