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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 %
CIG
776
Cascade Investment Group
Colorado
$327K – – –
KWMG
777
King Wealth Management Group
Florida
$327K – – –
LIA
778
LBMC Investment Advisors
Tennessee
$326K +$247 +2 +0.1%
CCM
779
Canal Capital Management
Virginia
$326K -$319K -2,578 -49%
WF
780
WoodTrust Financial
Wisconsin
$324K -$101K -818 -24%
Renaissance Technologies
781
Renaissance Technologies
New York
$322K -$1.45M -11,700 -82%
PCH
782
PGIM Custom Harvest
New Jersey
$321K -$12.4K -100 -4%
SCA
783
Stonebridge Capital Advisors
Minnesota
$320K -$2.47K -20 -0.8%
BCP
784
Blue Chip Partners
Michigan
$320K +$1.86K +15 +0.6%
BP
785
Broadleaf Partners
Ohio
$319K – – –
GF
786
Gries Financial
Ohio
$318K – – –
ANHIM
787
Alan N. Hoffman Investment Management
Massachusetts
$317K – – –
PWM
788
Provident Wealth Management
Tennessee
$317K +$1.11K +9 +0.4%
HA
789
HC Advisors
Georgia
$316K +$1.86K +15 +0.6%
S
790
SignatureFD
Georgia
$315K -$619 -5 -0.2%
AWAP
791
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$315K – – –
BHPW
792
Beverly Hills Private Wealth
California
$312K +$84.9K +686 +37%
CSIA
793
Charles Schwab Investment Advisory
California
$312K +$312K +2,521 New
BOPW
794
Brandywine Oak Private Wealth
Pennsylvania
$311K +$9.28K +75 +3%
SI
795
Saxon Interests
Texas
$310K -$1.11K -9 -0.4%
TH
796
TCTC Holdings
Texas
$309K – – –
EIA
797
Eldridge Investment Advisors
New Hampshire
$309K – – –
RBC
798
Romano Brothers & Co
Illinois
$309K – – –
BMO
799
Beck Mack & Oliver
New York
$307K – – –
RF
800
Rollins Financial
Georgia
$307K -$488K -3,942 -61%
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