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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 %
BWM
951
BerganKDV Wealth Management
Minnesota
$136K – – –
DE
952
Day & Ennis
Georgia
$133K +$133K +1,089 New
WP
953
WealthShield Partners
North Carolina
$133K +$2.21K +18 +2%
CIA
954
Choate Investment Advisors
Massachusetts
$133K – – –
CSC
955
Caldwell Sutter Capital
California
$132K +$63.7K +520 +94%
HPC
956
HM Payson & Co
Maine
$129K – – –
NIC
957
Northwest Investment Counselors
Oregon
$127K +$490 +4 +0.4%
PPWM
958
PFG Private Wealth Management
Florida
$126K – – –
BBHC
959
Brown Brothers Harriman & Co
New York
$123K – – –
TF
960
TimeScale Financial
Massachusetts
$118K +$858 +7 +0.7%
CFD
961
Creative Financial Designs
Indiana
$118K – – –
CWC
962
Carolinas Wealth Consulting
North Carolina
$114K +$735 +6 +0.6%
IWP
963
IAG Wealth Partners
Wisconsin
$110K +$9.93K +81 +10%
BWA
964
BDO Wealth Advisors
Florida
$107K +$1.23K +10 +1%
HWM
965
Horizons Wealth Management
North Carolina
$104K – – –
ACA
966
Aptus Capital Advisors
Alabama
$103K -$18.6K -152 -15%
FFA
967
Farther Finance Advisors
California
$103K -$21.9K -179 -18%
TCM
968
TD Capital Management
Tennessee
$102K +$735 +6 +0.7%
TIM
969
Tortoise Investment Management
New York
$100K – – –
CCP
970
Clarkston Capital Partners
Michigan
$98.1K – – –
EDRH
971
Edmond de Rothschild Holding
Switzerland
$98.1K – – –
AWM
972
Abound Wealth Management
Tennessee
$96.5K +$8.94K +73 +10%
TSWM
973
Tyler-Stone Wealth Management
Ohio
$96K +$96K +782 New
CNBTD
974
Citizens National Bank Trust Department
Mississippi
$95.2K – – –
AIA
975
Armor Investment Advisors
North Carolina
$92.3K – – –
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