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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 %
PCA
876
Providence Capital Advisors
North Carolina
$231K -$245 -2 -0.1%
CP
877
Camelot Portfolios
Ohio
$230K +$21K +171 +10%
EFG
878
Everhart Financial Group
Ohio
$230K +$62.5K +700 +37%
IDBONY
879
Israel Discount Bank of New York
New York
$230K – – –
CHC
880
City Holding Co
West Virginia
$229K -$6.13K -50 -3%
BC
881
Bowman & Company
Wisconsin
$228K -$64.2K -524 -22%
RWB
882
RMR Wealth Builders
New Jersey
$228K -$8.21K -67 -3%
TLA
883
Tanglewood Legacy Advisors
Texas
$227K – – –
PFA
884
Pure Financial Advisors
California
$226K -$9.19K -75 -4%
FIB
885
First Interstate Bank
Montana
$226K – – –
PL
886
Plancorp LLC
Missouri
$225K +$1.47K +12 +0.7%
WWM
887
Windsor Wealth Management
Indiana
$225K – – –
WIM
888
Warwick Investment Management
Texas
$225K – – –
ZIM
889
Zacks Investment Management
Illinois
$224K +$224K +1,829 New
WFA
890
WestHill Financial Advisors
California
$223K – – –
CCM
891
Condor Capital Management
New Jersey
$222K – – –
QWM
892
Quaker Wealth Management
New Jersey
$222K – – –
GGI
893
Godsey & Gibb Inc
Virginia
$222K -$18K -147 -8%
RA
894
Riverstone Advisors
Texas
$221K – – –
AWA
895
Amplius Wealth Advisors
Pennsylvania
$221K – – –
MCC
896
Money Concepts Capital
Florida
$220K -$71.3M -580,916 -100%
RDWM
897
Red Door Wealth Management
Tennessee
$219K – – –
VT
898
Vise Technologies
New York
$217K +$217K +1,767 New
LCM
899
LVM Capital Management
Michigan
$216K – – –
CFFP
900
Center for Financial Planning
Michigan
$215K +$41.6K +339 +24%
34 35
36
37 38