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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
876
Washington Trust
Rhode Island
$237K +$30.9K +250 +15%
CHC
877
City Holding Co
West Virginia
$237K -$24.7K -200 -9%
CBTWT
878
Community Bank & Trust (Waco, Texas)
Texas
$237K – – –
BFIM
879
Beese Fulmer Investment Management
Ohio
$236K +$124 +1 +0.1%
AAMC
880
Asset Allocation & Management Company
Illinois
$235K – – –
CBA
881
Coastal Bridge Advisors
Connecticut
$235K – – –
BWP
882
Bernardo Wealth Planning
Pennsylvania
$235K +$235K +1,896 New
GC
883
Gratus Capital
Georgia
$234K -$50.5K -408 -18%
PCA
884
Providence Capital Advisors
North Carolina
$233K +$56.5K +457 +32%
TAM
885
Townsend Asset Management
North Carolina
$233K +$866 +7 +0.4%
EFG
886
Everhart Financial Group
Ohio
$232K -$86.6K -700 -27%
IDBONY
887
Israel Discount Bank of New York
New York
$232K – – –
WAS
888
Wealth Advisory Solutions
Indiana
$229K +$7.42K +60 +3%
TLA
889
Tanglewood Legacy Advisors
Texas
$229K – – –
FIB
890
First Interstate Bank
Montana
$228K -$34.6K -280 -13%
BSB
891
Bangor Savings Bank
Maine
$228K – – –
WIM
892
Warwick Investment Management
Texas
$227K – – –
WWM
893
Windsor Wealth Management
Indiana
$226K – – –
PL
894
Plancorp LLC
Missouri
$226K +$1.36K +11 +0.6%
WFA
895
WestHill Financial Advisors
California
$225K – – –
CCM
896
Condor Capital Management
New Jersey
$224K – – –
QWM
897
Quaker Wealth Management
New Jersey
$224K – – –
RA
898
Riverstone Advisors
Texas
$223K – – –
AWA
899
Amplius Wealth Advisors
Pennsylvania
$223K – – –
RDWM
900
Red Door Wealth Management
Tennessee
$221K – – –
34 35
36
37 38