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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 %
RBC
826
Romano Brothers & Co
Illinois
$286K -$20K -160 -7%
HB
827
Horizon Bancorp
Indiana
$285K – – –
SEP
828
Southland Equity Partners
Missouri
$285K -$8.87K -71 -3%
HIP
829
HUB Investment Partners
Texas
$283K +$283K +2,262 New
GWM
830
Greenwich Wealth Management
Connecticut
$282K +$45.2K +362 +19%
MIM
831
MTM Investment Management
South Carolina
$281K – – –
JHCP
832
Jackson Hole Capital Partners
Oklahoma
$281K +$256K +2,051 +1,041%
JFG
833
JMG Financial Group
Illinois
$280K – – –
CGA
834
Crescent Grove Advisors
Illinois
$279K +$250 +2 +0.1%
CRC
835
Curi RMB Capital
Illinois
$279K +$279K +2,236 New
IFWM
836
Institute for Wealth Management
Colorado
$279K -$4.87K -39 -2%
RCAG
837
Rehmann Capital Advisory Group
Michigan
$278K -$20.5K -164 -7%
SHWM
838
Smith & Howard Wealth Management
Georgia
$277K -$114K -913 -29%
CA
839
Calton & Associates
Florida
$276K +$276K +2,211 New
PVI
840
Pine Valley Investments
New Jersey
$276K +$276K +2,206 New
NFP
841
Narus Financial Partners
Utah
$275K – – –
HCM
842
Hall Capital Management
Rhode Island
$275K – – –
ML
843
Mayport LLC
Massachusetts
$275K +$25K +200 +10%
MPW
844
Monterey Private Wealth
California
$274K -$9.62K -77 -3%
VVP
845
Venture Visionary Partners
Ohio
$273K -$2.06M -16,492 -88%
CCT
846
Chemung Canal Trust
New York
$273K -$60.4K -483 -18%
BP
847
Ballentine Partners
Massachusetts
$272K – – –
LWA
848
LWS Wealth Advisors
New Jersey
$272K +$876 +7 +0.3%
BIAS
849
Beacon Investment Advisory Services
New Jersey
$272K +$250 +2 +0.1%
FB
850
Fulton Bank
Pennsylvania
$270K -$8.12K -65 -3%
32 33
34
35 36