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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 %
HBW
751
Hazlett, Burt & Watson
West Virginia
$358K -$41.8K -336 -10%
JWBC
752
John W. Brooker & Co
California
$358K -$189K -1,513 -35%
MSFS
753
Main Street Financial Solutions
Pennsylvania
$357K -$250 -2 -0.1%
RWP
754
Revolve Wealth Partners
New Jersey
$357K +$14.5K +116 +4%
Bessemer Group
755
Bessemer Group
New Jersey
$355K -$372K -2,986 -51%
PPWP
756
Premier Path Wealth Partners
New Jersey
$354K +$354K +2,833 New
BFM
757
Boston Financial Management
Massachusetts
$351K – – –
VF
758
VitalStone Financial
Texas
$351K -$47.5K -380 -12%
EGA
759
Eagle Global Advisors
Texas
$351K -$425K -3,400 -55%
MPCL
760
My Personal CFO LLC
Washington
$350K – – –
CCM
761
Canal Capital Management
Virginia
$348K +$48K +384 +16%
PIAS
762
PCA Investment Advisory Services
Ohio
$348K +$2.62K +21 +0.8%
GI
763
Gradient Investments
Minnesota
$343K – – –
FAG
764
Financial Advisory Group
Texas
$341K – – –
FFA
765
First Foundation Advisors
California
$341K – – –
RWP
766
Ridgecrest Wealth Partners
California
$340K +$2.5K +20 +0.7%
SAM
767
Summit Asset Management
Tennessee
$340K – – –
EWM
768
Evercore Wealth Management
New York
$340K – – –
FLI
769
Family Legacy Inc
South Carolina
$339K – – –
FG
770
Foster Group
Iowa
$338K – – –
NS
771
NBC Securities
Alabama
$337K -$90.2K -724 -21%
SEEDPG
772
S.E.E.D. Planning Group
New York
$336K – – –
CIA
773
Choate Investment Advisors
Massachusetts
$336K +$137K +1,100 +69%
PNAA
774
Pictet North America Advisors
Switzerland
$335K – – –
SVWG
775
Shared Vision Wealth Group
United States
$332K +$332K +2,653 New
29 30
31
32 33