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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 %
IFWM
801
Institute for Wealth Management
Colorado
$305K – – –
SEP
802
Southland Equity Partners
Missouri
$304K -$11.5K -93 -4%
PTC
803
Philadelphia Trust Company
Pennsylvania
$304K – – –
PFM
804
Parsec Financial Management
North Carolina
$303K – – –
MFGM
805
Marshall Financial Group (Maryland)
Maryland
$303K +$70.4K +569 +30%
BIM
806
Baldwin Investment Management
Pennsylvania
$303K – – –
MA
807
MCF Advisors
Kentucky
$302K – – –
CSIC
808
Clifford Swan Investment Counsel
California
$301K – – –
TAM
809
Titleist Asset Management
Texas
$300K +$300K +2,429 New
RCA
810
Ranch Capital Advisors
Florida
$300K +$17.4K +141 +6%
SXL
811
Summit X LLC
Missouri
$300K -$5.82K -47 -2%
TW
812
TrinityPoint Wealth
Connecticut
$300K +$35K +283 +13%
IIC
813
Integrated Investment Consultants
Michigan
$298K -$50.8K -411 -15%
VPP
814
Vertex Planning Partners
Illinois
$297K – – –
BC
815
Bowman & Company
Wisconsin
$295K +$618 +5 +0.2%
VPIM
816
Vanguard Personalized Indexing Management
California
$294K +$294K +2,380 New
BPFA
817
Barnes Pettey Financial Advisors
Mississippi
$292K +$247 +2 +0.1%
KIA
818
Kraematon Investment Advisors
Massachusetts
$291K +$866 +7 +0.3%
CCB
819
Cutter & Co Brokerage
Missouri
$291K +$619 +5 +0.2%
ONSWM
820
Old North State Wealth Management
North Carolina
$290K +$1.73K +14 +0.6%
HBW
821
Hazlett, Burt & Watson
West Virginia
$289K -$48.1K -386 -14%
WA
822
Wealthstream Advisors
New York
$286K – – –
CFB
823
Cullen/Frost Bankers
Texas
$285K – – –
SIC
824
Salem Investment Counselors
North Carolina
$285K – – –
IGGA
825
Iron Gate Global Advisors
Utah
$285K – – –
31 32
33
34 35