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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 %
FFA
926
Founders Financial Alliance
North Carolina
$202K +$12.4K +101 +7%
GC
927
Gibson Capital
Pennsylvania
$199K – – –
PGAM
928
Princeton Global Asset Management
New Jersey
$198K – – –
BA
929
Ballast Advisors
Minnesota
$193K +$101K +826 +110%
BA
930
Bristlecone Advisors
Washington
$193K +$735 +6 +0.4%
BCMLT
931
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K +$133K +1,082 +238%
FSWA
932
Financial Synergies Wealth Advisors
Texas
$184K +$25.3K +206 +16%
BTI
933
Blue Trust Inc
Georgia
$182K -$426K -3,435 -70%
First Manhattan
934
First Manhattan
New York
$182K +$19.2K +157 +12%
EW
935
Element Wealth
Mississippi
$181K – – –
NSG
936
Nalls Sherbakoff Group
Tennessee
$178K – – –
WB
937
Webster Bank
Connecticut
$161K – – –
Amundi
938
Amundi
France
$160K – – –
VCM
939
Versant Capital Management
Arizona
$158K – – –
LIA
940
Luken Investment Analytics
Tennessee
$158K – – –
LFG
941
Larson Financial Group
Missouri
$155K – – –
HDIM
942
Hanson & Doremus Investment Management
Vermont
$154K +$982 +8 +0.6%
TAM
943
Townsend Asset Management
North Carolina
$153K -$77.9K -636 -34%
SC
944
SouthState Corp
Florida
$151K -$16.8K -137 -10%
IRAG
945
Investment Research & Advisory Group
Georgia
$150K – – –
PB
946
Pinnacle Bancorp
Nebraska
$147K – – –
FMTCOCP
947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K -$57.2K -468 -28%
NFSG
948
Newbridge Financial Services Group
Florida
$145K -$74K -604 -34%
MPWT
949
MassMutual Private Wealth & Trust
Connecticut
$144K +$45.7K +373 +46%
M
950
MOTCO
Texas
$144K +$84.3K +688 +142%
36 37
38
39 40