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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 %
PW
851
Peninsula Wealth
California
$269K – – –
MWM
852
MinichMacGregor Wealth Management
New York
$269K +$269K +2,150 New
BAAM
853
Baker Avenue Asset Management
California
$268K +$28K +224 +12%
MFGM
854
Marshall Financial Group (Maryland)
Maryland
$266K – – –
ISWM
855
Independent Solutions Wealth Management
New York
$266K -$288K -2,303 -52%
WKWM
856
Walter & Keenan Wealth Management
Indiana
$266K – – –
SCA
857
Stonebridge Capital Advisors
Minnesota
$265K -$27.5K -220 -9%
PWMAG
858
Pinnacle Wealth Management Advisory Group
New Jersey
$264K -$174K -1,394 -40%
TWM
859
Thrive Wealth Management
Pennsylvania
$263K -$125 -1 -0%
WBCM
860
Wilson & Boucher Capital Management
California
$262K – – –
JWCA
861
J.W. Coons Advisors
Ohio
$261K – – –
ESB
862
Essex Savings Bank
Connecticut
$259K -$1.25K -10 -0.5%
FA
863
Fagan Associates
New York
$258K +$500 +4 +0.2%
HSA
864
HBK Sorce Advisory
Pennsylvania
$257K -$17.6K -141 -6%
OIA
865
Optimum Investment Advisors
Illinois
$257K -$3.12K -25 -1%
KIG
866
Kowal Investment Group
Wisconsin
$256K -$41.7K -334 -14%
GAG
867
GM Advisory Group
New York
$255K +$255K +2,044 New
TSS
868
Two Sigma Securities
New York
$255K -$839K -6,710 -77%
GI
869
GAMCO Investors
Connecticut
$254K – – –
BCM
870
Becker Capital Management
Oregon
$254K – – –
OCM
871
One Capital Management
California
$253K -$43.4K -347 -15%
RIA
872
Regal Investment Advisors
Michigan
$252K +$252K +2,015 New
IAS
873
Insigneo Advisory Services
Florida
$251K -$32K -256 -11%
BCP
874
Berkeley Capital Partners
Georgia
$251K -$20K -160 -7%
SW
875
SkyOak Wealth
Michigan
$250K -$96.9K -775 -28%
33 34
35
36 37