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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
826
Walter & Keenan Wealth Management
Indiana
$245K -$77.6K -675 -24%
TWM
827
Thrive Wealth Management
Pennsylvania
$242K +$7.82K +68 +3%
WBCM
828
Wilson & Boucher Capital Management
California
$242K – – –
JWCA
829
J.W. Coons Advisors
Ohio
$240K – – –
OIA
830
Optimum Investment Advisors
Illinois
$240K – – –
GSB
831
Greenfield Savings Bank
Massachusetts
$239K +$239K +2,079 New
ESB
832
Essex Savings Bank
Connecticut
$239K +$12K +104 +5%
PW
833
Peninsula Wealth
California
$239K – – –
AAM
834
Augustine Asset Management
Florida
$239K +$1.27K +11 +0.5%
KBC
835
Key Bridge Compliance
$238K +$238K +2,072 New
FA
836
Fagan Associates
New York
$237K +$230 +2 +0.1%
SVWAG
837
Sound View Wealth Advisors Group
Georgia
$235K +$345 +3 +0.1%
BC
838
Brio Consultants
California
$235K +$1.61K +14 +0.7%
GI
839
GAMCO Investors
Connecticut
$234K – – –
BCM
840
Becker Capital Management
Oregon
$234K – – –
BWP
841
Bernardo Wealth Planning
Pennsylvania
$232K +$13.5K +117 +6%
TH
842
TCTC Holdings
Texas
$230K – – –
ML
843
Mayport LLC
Massachusetts
$230K – – –
B
844
Bensler
Washington
$230K +$1.15K +10 +0.5%
ACM
845
Allred Capital Management
Texas
$230K -$6.56K -57 -3%
ML
846
McAdam LLC
Pennsylvania
$229K +$690 +6 +0.3%
WAM
847
Worth Asset Management
Texas
$229K – – –
B
848
Bridgeworth
Alabama
$228K – – –
NFG
849
Nations Financial Group
Iowa
$227K +$9.78K +85 +4%
EWM
850
Elmwood Wealth Management
California
$227K +$460 +4 +0.2%
32 33
34
35 36