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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 %
ANHIM
801
Alan N. Hoffman Investment Management
Massachusetts
$309K – – –
IGGA
802
Iron Gate Global Advisors
Utah
$308K +$20.6K +165 +7%
AC
803
ASB Consultores
Florida
$306K +$306K +2,448 New
MA
804
MCF Advisors
Kentucky
$305K – – –
CWA
805
Clarity Wealth Advisors
California
$305K -$48.1K -385 -14%
TAM
806
Titleist Asset Management
Texas
$304K – – –
CC
807
Callan Capital
California
$302K +$2.25K +18 +0.7%
IIC
808
Integrated Investment Consultants
Michigan
$301K – – –
TH
809
TCTC Holdings
Texas
$300K +$49.9K +399 +20%
VPP
810
Vertex Planning Partners
Illinois
$300K – – –
NFG
811
Nations Financial Group
Iowa
$299K +$51.5K +412 +21%
CTWM
812
Cherry Tree Wealth Management
Minnesota
$298K +$16.7K +134 +6%
BWP
813
Bernardo Wealth Planning
Pennsylvania
$298K +$46K +368 +18%
SIC
814
Salem Investment Counselors
North Carolina
$297K +$9.37K +75 +3%
WAS
815
Wealth Advisory Solutions
Indiana
$297K -$259K -2,072 -47%
HPC
816
HM Payson & Co
Maine
$297K -$248K -1,986 -46%
CCB
817
Cutter & Co Brokerage
Missouri
$295K -$2.75K -22 -0.9%
CAM
818
Covenant Asset Management
New Jersey
$292K -$90K -720 -24%
CSIC
819
Clifford Swan Investment Counsel
California
$292K – – –
AFS
820
AFG Fiduciary Services
Massachusetts
$291K -$250 -2 -0.1%
RCA
821
Ranch Capital Advisors
Florida
$290K -$13.5K -108 -4%
MW
822
Marcum Wealth
Ohio
$289K -$16.5K -132 -5%
WA
823
Wealthstream Advisors
New York
$289K – – –
VT
824
Vise Technologies
New York
$288K – – –
BCM
825
Brookstone Capital Management
Illinois
$286K -$5.53M -44,284 -95%
31 32
33
34 35