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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 %
RCA
901
Resonant Capital Advisors
Wisconsin
$215K – – –
AP
902
Atwood & Palmer
Missouri
$215K +$190K +1,550 +775%
WMA
903
West Michigan Advisors
Michigan
$214K -$2.45K -20 -1%
GWAG
904
Garrett Wealth Advisory Group
Texas
$214K +$1.47K +12 +0.7%
BSB
905
Bangor Savings Bank
Maine
$214K -$12K -98 -5%
KAH
906
Kathryn A. Hall
$214K – – –
BWM
907
Brown Wealth Management
Illinois
$214K +$214K +1,743 New
SFC
908
Strategic Financial Concepts
Texas
$213K +$6.62K +54 +3%
Belvedere Trading
909
Belvedere Trading
Illinois
$211K +$211K +1,725 New
RC
910
Roundview Capital
New Jersey
$211K -$981 -8 -0.5%
EP
911
EPIQ Partners
Minnesota
$210K – – –
CAM
912
Crestone Asset Management
Colorado
$209K – – –
BFC
913
Bedel Financial Consulting
Indiana
$209K +$368 +3 +0.2%
WCAMG
914
Woodard & Company Asset Management Group
North Carolina
$209K – – –
EP
915
Eudaimonia Partners
Tennessee
$209K -$252K -2,055 -55%
CWM
916
Centurion Wealth Management
Virginia
$209K – – –
NL
917
NVWM LLC
Pennsylvania
$209K – – –
QCG
918
Quadrant Capital Group
Ohio
$208K -$2.45K -20 -1%
RIA
919
Regal Investment Advisors
Michigan
$208K +$208K +1,700 New
BFA
920
Beacon Financial Advisory
Ohio
$208K +$123 +1 +0.1%
SWMG
921
Signature Wealth Management Group
Georgia
$206K – – –
W
922
WPWealth
Texas
$206K +$206K +1,683 New
HL
923
HeadInvest LLC
Maine
$205K – – –
KCFA
924
Key Client Fiduciary Advisors
New Jersey
$204K +$204K +1,665 New
NSIM
925
North Star Investment Management
Illinois
$204K – – –
35 36
37
38 39