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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 %
NSIM
926
North Star Investment Management
Illinois
$216K +$8.25K +66 +4%
RC
927
Roundview Capital
New Jersey
$215K +$215K +1,721 New
BFC
928
Bedel Financial Consulting
Indiana
$214K +$214K +1,715 New
EP
929
EPIQ Partners
Minnesota
$214K +$214K +1,710 New
CAM
930
Crestone Asset Management
Colorado
$214K +$214K +1,709 New
WCAMG
931
Woodard & Company Asset Management Group
North Carolina
$213K – – –
CWM
932
Centurion Wealth Management
Virginia
$213K +$213K +1,704 New
NL
933
NVWM LLC
Pennsylvania
$213K – – –
APWM
934
Atlas Private Wealth Management
New York
$213K -$31.5K -252 -13%
ML
935
McAdam LLC
Pennsylvania
$212K -$36.5K -292 -15%
AAM
936
Augustine Asset Management
Florida
$212K -$47K -376 -18%
CP
937
Camelot Portfolios
Ohio
$212K +$212K +1,694 New
CHC
938
City Holding Co
West Virginia
$211K -$10.6K -85 -5%
QCG
939
Quadrant Capital Group
Ohio
$211K – – –
KCM
940
Kathmere Capital Management
Pennsylvania
$211K +$211K +1,689 New
RA
941
Riverstone Advisors
Texas
$210K -$15.6K -125 -7%
SWMG
942
Signature Wealth Management Group
Georgia
$210K +$210K +1,680 New
ATPW
943
Ashton Thomas Private Wealth
Arizona
$209K +$209K +1,675 New
WAG
944
Wallace Advisory Group
California
$209K +$575 +5 +0.3%
CFFP
945
Center for Financial Planning
Michigan
$208K – – –
HL
946
HeadInvest LLC
Maine
$206K – – –
First Manhattan
947
First Manhattan
New York
$205K -$125 -1 -0.1%
W
948
WPWealth
Texas
$205K +$205K +1,640 New
VAS
949
Vestmark Advisory Solutions
Massachusetts
$204K +$204K +1,634 New
BB
950
Busey Bank
Illinois
$203K +$203K +1,627 New
36 37
38
39 40