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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 %
IDBONY
901
Israel Discount Bank of New York
New York
$234K – – –
PCA
902
Providence Capital Advisors
North Carolina
$234K -$875 -7 -0.4%
NFA
903
Northwest Financial Advisors
Virginia
$234K +$234K +1,870 New
MMA
904
Miracle Mile Advisors
California
$233K +$233K +1,868 New
B
905
Bensler
Washington
$233K -$16.6K -133 -7%
B
906
Bailard
California
$231K -$322K -2,578 -58%
TLA
907
Tanglewood Legacy Advisors
Texas
$231K – – –
ZIM
908
Zacks Investment Management
Illinois
$229K +$500 +4 +0.2%
GGI
909
Godsey & Gibb Inc
Virginia
$228K +$1.13K +9 +0.5%
WFA
910
WestHill Financial Advisors
California
$228K – – –
WAM
911
Worth Asset Management
Texas
$227K -$21.4K -171 -9%
CCM
912
Condor Capital Management
New Jersey
$226K – – –
QWM
913
Quaker Wealth Management
New Jersey
$226K – – –
BTI
914
Blue Trust Inc
Georgia
$225K -$46.2K -402 -17%
IBOK
915
Independence Bank of Kentucky
Kentucky
$224K +$224K +1,795 New
RDWM
916
Red Door Wealth Management
Tennessee
$224K – – –
MWM
917
Marion Wealth Management
Pennsylvania
$222K -$420K -3,360 -65%
BSB
918
Bangor Savings Bank
Maine
$220K – – –
WMA
919
West Michigan Advisors
Michigan
$219K -$3.37K -27 -2%
RCA
920
Resonant Capital Advisors
Wisconsin
$219K – – –
KAH
921
Kathryn A. Hall
$218K – – –
TW
922
TritonPoint Wealth
Maryland
$218K +$218K +1,741 New
KIA
923
Kraematon Investment Advisors
Massachusetts
$218K -$76.9K -615 -26%
WIM
924
Warwick Investment Management
Texas
$217K -$12.2K -98 -5%
SXL
925
Summit X LLC
Missouri
$216K -$8.63K -69 -4%
35 36
37
38 39