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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 %
MCM
851
McDonough Capital Management
Florida
$225K +$1.38K +12 +0.6%
APWM
852
Atlas Private Wealth Management
New York
$225K -$13.2K -115 -6%
LC
853
Lindbrook Capital
California
$224K -$135K -1,170 -38%
CFO
854
Collective Family Office
Pennsylvania
$224K – – –
BC
855
Burney Company
Virginia
$223K – – –
WAG
856
Wallace Advisory Group
California
$222K -$454K -3,703 -67%
MCC
857
Money Concepts Capital
Florida
$222K +$15.4K +134 +7%
BAAM
858
Baker Avenue Asset Management
California
$221K -$9.43K -82 -4%
WT
859
Washington Trust
Rhode Island
$221K – – –
BFIM
860
Beese Fulmer Investment Management
Ohio
$220K +$115 +1 +0.1%
AFG
861
Alterity Financial Group
Maine
$219K – – –
Chevy Chase Trust
862
Chevy Chase Trust
Maryland
$219K +$219K +1,905 New
AAMC
863
Asset Allocation & Management Company
Illinois
$219K – – –
CBA
864
Coastal Bridge Advisors
Connecticut
$218K – – –
WF
865
WoodTrust Financial
Wisconsin
$218K -$83K -721 -28%
GWM
866
Greenwich Wealth Management
Connecticut
$218K +$218K +1,897 New
RAG
867
RIA Advisory Group
Iowa
$217K – – –
LWM
868
Laidlaw Wealth Management
New York
$216K -$123K -1,070 -36%
TF
869
Tompkins Financial
New York
$216K -$24.4K -212 -10%
PCA
870
Providence Capital Advisors
North Carolina
$216K -$230 -2 -0.1%
EFG
871
Everhart Financial Group
Ohio
$216K – – –
IDBONY
872
Israel Discount Bank of New York
New York
$216K – – –
AC
873
Avant Capital
Louisiana
$215K +$215K +1,865 New
CBTWT
874
Community Bank & Trust (Waco, Texas)
Texas
$214K – – –
SFC
875
Strategic Financial Concepts
Texas
$213K +$13.5K +117 +7%
33 34
35
36 37