SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
851
Augustine Asset Management
Florida
$254K +$1.24K +10 +0.5%
ACM
852
Allred Capital Management
Texas
$252K +$370 +3 +0.1%
GI
853
GAMCO Investors
Connecticut
$252K
BCM
854
Becker Capital Management
Oregon
$252K +$252K +2,034 New
TWM
855
Thrive Wealth Management
Pennsylvania
$252K +$371 +3 +0.1%
MOS
856
MGO One Seven
Ohio
$251K +$251K +2,029 New
BP
857
Ballentine Partners
Massachusetts
$251K
BC
858
Brio Consultants
California
$250K +$1.48K +12 +0.6%
AC
859
ASB Consultores
Florida
$248K -$2.1K -17 -0.8%
ML
860
Mayport LLC
Massachusetts
$247K
ESB
861
Essex Savings Bank
Connecticut
$247K -$1.73K -14 -0.7%
BC
862
Burney Company
Virginia
$247K +$247 +2 +0.1%
WAM
863
Worth Asset Management
Texas
$246K
B
864
Bridgeworth
Alabama
$245K
ML
865
McAdam LLC
Pennsylvania
$245K +$245K +1,979 New
EWM
866
Elmwood Wealth Management
California
$243K +$243K +1,966 New
GGI
867
Godsey & Gibb Inc
Virginia
$242K +$242K +1,955 New
APWM
868
Atlas Private Wealth Management
New York
$242K +$31.2K +252 +15%
CFO
869
Collective Family Office
Pennsylvania
$241K
AFG
870
Alterity Financial Group
Maine
$240K
MCM
871
McDonough Capital Management
Florida
$239K
NHT
872
New Hampshire Trust
New Hampshire
$239K
RWB
873
RMR Wealth Builders
New Jersey
$238K -$41K -331 -15%
BAAM
874
Baker Avenue Asset Management
California
$238K -$17.7K -143 -7%
PFA
875
Pure Financial Advisors
California
$238K +$866 +7 +0.4%