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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 %
CWM
776
Core Wealth Management
Florida
$331K – – –
PIM
777
Penobscot Investment Management
Massachusetts
$331K -$40.9K -327 -11%
LIA
778
LBMC Investment Advisors
Tennessee
$330K +$250 +2 +0.1%
BCP
779
Blue Chip Partners
Michigan
$330K +$2.5K +20 +0.8%
TW
780
TrinityPoint Wealth
Connecticut
$326K -$5.5K -44 -2%
QCM
781
QRG Capital Management
Illinois
$326K +$326K +2,609 New
TC
782
TownSquare Capital
Utah
$325K -$53.4K -427 -14%
PWM
783
Provident Wealth Management
Tennessee
$324K +$1.5K +12 +0.5%
MCC
784
Money Concepts Capital
Florida
$324K +$83K +664 +34%
HA
785
HC Advisors
Georgia
$324K – – –
BOPW
786
Brandywine Oak Private Wealth
Pennsylvania
$323K +$5.75K +46 +2%
PTC
787
Philadelphia Trust Company
Pennsylvania
$322K – – –
BP
788
Broadleaf Partners
Ohio
$322K – – –
KCFA
789
Key Client Fiduciary Advisors
New Jersey
$322K -$16K -128 -5%
GF
790
Gries Financial
Ohio
$321K – – –
CIG
791
Cascade Investment Group
Colorado
$321K -$13.7K -110 -4%
BHPW
792
Beverly Hills Private Wealth
California
$320K +$2.25K +18 +0.7%
EFG
793
Everhart Financial Group
Ohio
$313K -$8.87K -71 -3%
ACP
794
Aveo Capital Partners
Colorado
$313K -$133K -1,062 -30%
EIA
795
Eldridge Investment Advisors
New Hampshire
$312K – – –
VCP
796
Vista Capital Partners
Oregon
$311K +$1.5K +12 +0.5%
PP
797
Patten & Patten
Tennessee
$310K -$87.5K -700 -22%
BMO
798
Beck Mack & Oliver
New York
$310K – – –
VNA
799
Valley National Advisers
Pennsylvania
$310K -$44.2K -355 -12%
MCM
800
MidAtlantic Capital Management
Virginia
$310K +$310K +2,479 New
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