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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 %
VPP
801
Vertex Planning Partners
Illinois
$294K – – –
CC
802
Callan Capital
California
$292K +$292K +2,386 New
VPIM
803
Vanguard Personalized Indexing Management
California
$292K – – –
CCB
804
Cutter & Co Brokerage
Missouri
$290K +$1.84K +15 +0.6%
BPFA
805
Barnes Pettey Financial Advisors
Mississippi
$290K – – –
ONSWM
806
Old North State Wealth Management
North Carolina
$289K +$1.96K +16 +0.7%
HBW
807
Hazlett, Burt & Watson
West Virginia
$289K +$5.5K +45 +2%
KIA
808
Kraematon Investment Advisors
Massachusetts
$288K -$735 -6 -0.3%
CSIC
809
Clifford Swan Investment Counsel
California
$286K -$12.3K -100 -4%
WA
810
Wealthstream Advisors
New York
$283K – – –
IGGA
811
Iron Gate Global Advisors
Utah
$283K – – –
CFB
812
Cullen/Frost Bankers
Texas
$283K – – –
SIC
813
Salem Investment Counselors
North Carolina
$283K – – –
CCM
814
Crabel Capital Management
California
$278K +$278K +2,271 New
MPW
815
Monterey Private Wealth
California
$278K +$245 +2 +0.1%
MIM
816
MTM Investment Management
South Carolina
$276K – – –
CTWM
817
Cherry Tree Wealth Management
Minnesota
$275K +$275K +2,247 New
JFG
818
JMG Financial Group
Illinois
$275K – – –
CGA
819
Crescent Grove Advisors
Illinois
$274K -$4.66M -37,991 -94%
IAS
820
Insigneo Advisory Services
Florida
$270K -$403K -3,285 -60%
NFP
821
Narus Financial Partners
Utah
$270K – – –
HCM
822
Hall Capital Management
Rhode Island
$270K – – –
BCP
823
Berkeley Capital Partners
Georgia
$269K -$9.07K -74 -3%
HSA
824
HBK Sorce Advisory
Pennsylvania
$269K – – –
FG
825
Fiduciary Group
Georgia
$267K -$980 -8 -0.4%
31 32
33
34 35