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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 %
BCP
826
Berkeley Capital Partners
Georgia
$281K +$7.92K +64 +3%
MPW
827
Monterey Private Wealth
California
$280K +$247 +2 +0.1%
RWP
828
RWA Wealth Partners
Massachusetts
$280K – – –
FB
829
Fulton Bank
Pennsylvania
$280K – – –
EWM
830
Evercore Wealth Management
New York
$279K +$7.79K +63 +3%
MIM
831
MTM Investment Management
South Carolina
$278K – – –
JFG
832
JMG Financial Group
Illinois
$277K – – –
PNAA
833
Pictet North America Advisors
Switzerland
$273K +$273K +2,210 New
NFP
834
Narus Financial Partners
Utah
$272K – – –
HCM
835
Hall Capital Management
Rhode Island
$272K – – –
HSA
836
HBK Sorce Advisory
Pennsylvania
$271K -$270K -2,179 -50%
FG
837
Fiduciary Group
Georgia
$271K +$271K +2,189 New
CFCI
838
Comprehensive Financial Consultants Institutional
Indiana
$266K -$6.31K -51 -2%
TF
839
Tompkins Financial
New York
$266K -$316K -2,556 -54%
PW
840
Peninsula Wealth
California
$266K – – –
LWA
841
LWS Wealth Advisors
New Jersey
$265K -$372 -3 -0.1%
PWA
842
PCG Wealth Advisors
Kansas
$265K +$265K +2,141 New
SVWAG
843
Sound View Wealth Advisors Group
Georgia
$264K +$264K +2,136 New
PAMG
844
Patton Albertson Miller Group
Tennessee
$262K – – –
WBCM
845
Wilson & Boucher Capital Management
California
$260K – – –
BIAS
846
Beacon Investment Advisory Services
New Jersey
$258K – – –
JWCA
847
J.W. Coons Advisors
Ohio
$258K – – –
OIA
848
Optimum Investment Advisors
Illinois
$258K – – –
FA
849
Fagan Associates
New York
$257K +$247 +2 +0.1%
MCA
850
Magnolia Capital Advisors
Mississippi
$256K -$8.66K -70 -3%
32 33
34
35 36