SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BA
951
Ballast Advisors
Minnesota
$203K +$55.1K +441 +37%
NPA
952
Nichols & Pratt Advisers
Massachusetts
$203K +$203K +1,625 New
RIL
953
Rothschild Investment LLC
Illinois
$203K +$203K +1,624 New
GC
954
Gibson Capital
Pennsylvania
$203K +$203K +1,622 New
WT
955
Washington Trust
Rhode Island
$202K -$37.5K -300 -16%
OGF
956
Orin Green Financial
California
$202K +$202K +1,616 New
PGAM
957
Princeton Global Asset Management
New Jersey
$202K
Luther King Capital Management (LKCM)
958
Luther King Capital Management (LKCM)
Texas
$201K
BBHC
959
Brown Brothers Harriman & Co
New York
$200K +$112K +900 +128%
NAM
960
NorthCrest Asset Manangement
Minnesota
$200K +$200K +1,603 New
NSG
961
Nalls Sherbakoff Group
Tennessee
$190K
ATC
962
Adirondack Trust Company
New York
$183K -$163K -1,295 -47%
GI
963
GAMMA Investing
California
$181K +$181K +1,468 New
TCG
964
Transcendent Capital Group
Oklahoma
$181K +$181K +1,450 New
PPWM
965
PFG Private Wealth Management
Florida
$177K +$58.6K +469 +49%
AssetMark Inc
966
AssetMark Inc
California
$176K +$130K +1,038 +281%
VWWMG
967
Vermillion & White Wealth Management Group
Pennsylvania
$172K +$172K +1,374 New
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$167K -$9.32K -81 -5%
WP
969
WealthShield Partners
North Carolina
$166K +$8.12K +65 +5%
LC
970
Lindbrook Capital
California
$166K -$77.9K -623 -32%
WB
971
Webster Bank
Connecticut
$164K
SOS
972
Silver Oak Securities
Tennessee
$164K -$14.4K -115 -8%
AP
973
Atwood & Palmer
Missouri
$162K -$56.2K -450 -26%
FSWA
974
Financial Synergies Wealth Advisors
Texas
$162K -$25.8K -206 -14%
VCM
975
Versant Capital Management
Arizona
$161K