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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 %
BC
851
Brio Consultants
California
$249K +$1.59K +13 +0.6%
BP
852
Ballentine Partners
Massachusetts
$248K – – –
BAAM
853
Baker Avenue Asset Management
California
$245K +$9.19K +75 +4%
TH
854
TCTC Holdings
Texas
$245K -$61.3K -500 -20%
ML
855
Mayport LLC
Massachusetts
$245K – – –
WAM
856
Worth Asset Management
Texas
$244K – – –
B
857
Bensler
Washington
$244K +$244K +1,988 New
ML
858
McAdam LLC
Pennsylvania
$243K +$735 +6 +0.3%
B
859
Bridgeworth
Alabama
$243K – – –
ESB
860
Essex Savings Bank
Connecticut
$242K -$3.06K -25 -1%
EWM
861
Elmwood Wealth Management
California
$241K +$490 +4 +0.2%
CFO
862
Collective Family Office
Pennsylvania
$239K – – –
MCM
863
McDonough Capital Management
Florida
$239K +$1.35K +11 +0.6%
BC
864
Burney Company
Virginia
$237K -$7.23K -59 -3%
WT
865
Washington Trust
Rhode Island
$235K – – –
CBTWT
866
Community Bank & Trust (Waco, Texas)
Texas
$235K – – –
BFIM
867
Beese Fulmer Investment Management
Ohio
$234K +$123 +1 +0.1%
AFG
868
Alterity Financial Group
Maine
$234K -$4.29K -35 -2%
AAMC
869
Asset Allocation & Management Company
Illinois
$233K – – –
CBA
870
Coastal Bridge Advisors
Connecticut
$232K – – –
BWP
871
Bernardo Wealth Planning
Pennsylvania
$232K – – –
PCA
872
Prosperity Capital Advisors
Ohio
$232K -$137K -1,119 -37%
NFG
873
Nations Financial Group
Iowa
$232K +$25.1K +205 +12%
PAMG
874
Patton Albertson Miller Group
Tennessee
$232K -$27.6K -225 -11%
RAG
875
RIA Advisory Group
Iowa
$232K +$232K +1,890 New
33 34
35
36 37