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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 %
NHT
826
New Hampshire Trust
New Hampshire
$267K +$30.3K +247 +13%
TCWM
827
Total Clarity Wealth Management
Illinois
$266K -$391K -3,190 -60%
LWA
828
LWS Wealth Advisors
New Jersey
$264K +$1.72K +14 +0.7%
PW
829
Peninsula Wealth
California
$264K – – –
MFGM
830
Marshall Financial Group (Maryland)
Maryland
$261K -$39.2K -320 -13%
SXL
831
Summit X LLC
Missouri
$261K -$35.9K -293 -12%
FB
832
Fulton Bank
Pennsylvania
$261K – – –
PWA
833
PCG Wealth Advisors
Kansas
$260K -$2.45K -20 -0.9%
WBCM
834
Wilson & Boucher Capital Management
California
$257K – – –
SPP
835
Single Point Partners
Massachusetts
$257K -$190K -1,550 -43%
TF
836
Tompkins Financial
New York
$257K -$7.23K -59 -3%
BIAS
837
Beacon Investment Advisory Services
New Jersey
$256K – – –
JWCA
838
J.W. Coons Advisors
Ohio
$256K – – –
OIA
839
Optimum Investment Advisors
Illinois
$255K – – –
CFCI
840
Comprehensive Financial Consultants Institutional
Indiana
$254K -$11.2K -91 -4%
RF
841
Rollins Financial
Georgia
$254K -$49.9K -407 -16%
APWM
842
Atlas Private Wealth Management
New York
$253K +$14.1K +115 +6%
MCA
843
Magnolia Capital Advisors
Mississippi
$253K – – –
AAM
844
Augustine Asset Management
Florida
$253K +$1.35K +11 +0.5%
FA
845
Fagan Associates
New York
$253K -$1.47K -12 -0.6%
ACM
846
Allred Capital Management
Texas
$251K +$489 +4 +0.2%
SVWAG
847
Sound View Wealth Advisors Group
Georgia
$250K -$11.4K -93 -4%
TWM
848
Thrive Wealth Management
Pennsylvania
$250K +$368 +3 +0.1%
GI
849
GAMCO Investors
Connecticut
$249K – – –
BCM
850
Becker Capital Management
Oregon
$249K – – –
32 33
34
35 36