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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 %
KAS
776
KPP Advisory Services
Kentucky
$292K +$292K +2,539 New
BOPW
777
Brandywine Oak Private Wealth
Pennsylvania
$292K +$14.1K +123 +5%
NHT
778
New Hampshire Trust
New Hampshire
$291K +$41.1K +357 +16%
BTI
779
Blue Trust Inc
Georgia
$290K +$109K +890 +61%
CG
780
Cynosure Group
Utah
$289K – – –
EIA
781
Eldridge Investment Advisors
New Hampshire
$288K – – –
BMO
782
Beck Mack & Oliver
New York
$286K – – –
VCP
783
Vista Capital Partners
Oregon
$285K -$19K -165 -6%
ANHIM
784
Alan N. Hoffman Investment Management
Massachusetts
$284K -$10.4K -90 -4%
MW
785
Marcum Wealth
Ohio
$282K -$30.1K -262 -10%
RBC
786
Romano Brothers & Co
Illinois
$281K – – –
MA
787
MCF Advisors
Kentucky
$281K – – –
TAM
788
Titleist Asset Management
Texas
$279K – – –
RCA
789
Ranch Capital Advisors
Florida
$279K – – –
IIC
790
Integrated Investment Consultants
Michigan
$277K – – –
CCM
791
Canal Capital Management
Virginia
$277K -$1.73K -15 -0.6%
CC
792
Callan Capital
California
$276K +$1.84K +16 +0.7%
VPP
793
Vertex Planning Partners
Illinois
$276K – – –
RCAG
794
Rehmann Capital Advisory Group
Michigan
$275K -$35.7K -310 -11%
KIG
795
Kowal Investment Group
Wisconsin
$274K -$105K -909 -28%
CCB
796
Cutter & Co Brokerage
Missouri
$274K +$1.84K +16 +0.7%
OCM
797
One Capital Management
California
$272K -$140K -1,217 -34%
FB
798
Fulton Bank
Pennsylvania
$272K – – –
KIA
799
Kraematon Investment Advisors
Massachusetts
$271K +$920 +8 +0.3%
SEP
800
Southland Equity Partners
Missouri
$270K -$10K -87 -4%
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