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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 %
BP
776
Broadleaf Partners
Ohio
$316K – – –
HA
777
HC Advisors
Georgia
$316K +$2.21K +18 +0.7%
PWM
778
Provident Wealth Management
Tennessee
$315K +$1.23K +10 +0.4%
GF
779
Gries Financial
Ohio
$315K – – –
BHPW
780
Beverly Hills Private Wealth
California
$315K +$622 +5 +0.2%
ANHIM
781
Alan N. Hoffman Investment Management
Massachusetts
$314K – – –
CWM
782
C2C Wealth Management
Arizona
$312K +$312K +2,524 New
S
783
SignatureFD
Georgia
$310K -$1.47K -12 -0.5%
CG
784
Cynosure Group
Utah
$309K +$309K +2,517 New
SCA
785
Stonebridge Capital Advisors
Minnesota
$306K -$11K -90 -3%
EIA
786
Eldridge Investment Advisors
New Hampshire
$306K – – –
AFS
787
AFG Fiduciary Services
Massachusetts
$306K -$1.11M -9,025 -78%
BMO
788
Beck Mack & Oliver
New York
$304K – – –
IFWM
789
Institute for Wealth Management
Colorado
$303K – – –
PTC
790
Philadelphia Trust Company
Pennsylvania
$301K – – –
RBC
791
Romano Brothers & Co
Illinois
$300K -$6.13K -50 -2%
MA
792
MCF Advisors
Kentucky
$299K – – –
SEP
793
Southland Equity Partners
Missouri
$299K -$2.94K -24 -1%
TAM
794
Titleist Asset Management
Texas
$298K – – –
RCA
795
Ranch Capital Advisors
Florida
$297K – – –
CCM
796
Canal Capital Management
Virginia
$297K -$26.1K -213 -8%
BOPW
797
Brandywine Oak Private Wealth
Pennsylvania
$296K -$11.8K -96 -4%
IIC
798
Integrated Investment Consultants
Michigan
$295K – – –
FA
799
Fiduciary Alliance
South Carolina
$295K +$295K +2,405 New
SI
800
Saxon Interests
Texas
$295K -$12.1K -99 -4%
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