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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
16.38%
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 %
LA
876
LM Advisors
California
$250K +$250K +2,000 New
PL
877
Plancorp LLC
Missouri
$249K +$17.9K +143 +8%
B
878
Bridgeworth
Alabama
$247K – – –
PCH
879
PGIM Custom Harvest
New Jersey
$247K +$247K +1,974 New
MCM
880
McDonough Capital Management
Florida
$246K +$1.88K +15 +0.8%
BFA
881
Beacon Financial Advisory
Ohio
$246K +$246K +1,970 New
ONSWM
882
Old North State Wealth Management
North Carolina
$246K +$246K +1,967 New
CFO
883
Collective Family Office
Pennsylvania
$243K – – –
BC
884
Brio Consultants
California
$243K -$12.4K -99 -5%
EWS
885
Evergreen Wealth Solutions
Pennsylvania
$243K +$243K +1,943 New
BC
886
Burney Company
Virginia
$242K -$125 -1 -0.1%
PAI
887
Pittenger & Anderson Inc
Nebraska
$241K +$241K +1,928 New
CBTWT
888
Community Bank & Trust (Waco, Texas)
Texas
$240K – – –
GLR
889
Great Lakes Retirement
Ohio
$240K +$240K +1,918 New
BFIM
890
Beese Fulmer Investment Management
Ohio
$239K +$125 +1 +0.1%
AFG
891
Alterity Financial Group
Maine
$238K – – –
EW
892
Element Wealth
Mississippi
$238K +$33.6K +269 +16%
AAMC
893
Asset Allocation & Management Company
Illinois
$238K – – –
NIWA
894
New Insight Wealth Advisors
California
$237K +$237K +1,900 New
WF
895
WoodTrust Financial
Wisconsin
$237K – – –
CBA
896
Coastal Bridge Advisors
Connecticut
$237K – – –
TF
897
Tompkins Financial
New York
$235K – – –
LWM
898
Laidlaw Wealth Management
New York
$235K – – –
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$235K +$3.75K +30 +2%
CA
900
CGN Advisors
Kansas
$234K -$189K -1,514 -45%
34 35
36
37 38