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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.

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
1
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
2
Joel Isaacson & Co
New York
$286M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
5
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
MCC
2
Money Concepts Capital
Florida
$220K
3
3AM
3
3EDGE Asset Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$285M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$16.2M 132,147 +7,250 +6%
WANY
77
Wealthspire Advisors (New York)
New York
$16.1M 131,590 -16,115 -11%
RPWA
78
Regent Peak Wealth Advisors
Georgia
$16M 130,317 -4,922 -4%
FCI
79
Financial Counselors Inc
Kansas
$15.3M 125,200 -2,822 -2%
HWM
80
HB Wealth Management
Georgia
$15M 122,650 -5,866 -5%
CFS
81
CRA Financial Services
New Jersey
$14.9M 121,342 -1,636 -1%
SMG
82
Smart Money Group
Texas
$14.6M 118,998 -28,701 -19%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$14.2M 116,091 -15,455 -12%
SC
84
Savant Capital
Illinois
$14.1M 115,150 +24,085 +26%
HSWM
85
Hubbell Strickland Wealth Management
Louisiana
$13.9M 113,165 +143 +0.1%
HCP
86
Holt Capital Partners
Texas
$13.7M 112,050 -795 -0.7%
EH
87
Equitable Holdings
New York
$13.4M 109,246 +3,994 +4%
NA
88
NewEdge Advisors
Louisiana
$13.4M 108,981 -5,346 -5%
ABC
89
Associated Banc-Corp
Wisconsin
$13.3M 108,140 -650 -0.6%
MAM
90
Madison Asset Management
Wisconsin
$13.2M 107,687 -9,141 -8%
Northern Trust
91
Northern Trust
Illinois
$13.1M 107,241 +2,012 +2%
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$12.5M 102,212 -4 -0%
WB
93
WesBanco Bank
West Virginia
$12.4M 100,989 +481 +0.5%
KIA
94
KCM Investment Advisors
California
$12M 97,983 -3,188 -3%
NB
95
NBT Bank
New York
$11.9M 97,069 -1,025 -1%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$11.9M 96,935 -261 -0.3%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$11.7M 95,667 -5,271 -5%
US Bancorp
98
US Bancorp
Minnesota
$11.7M 95,249 -1,829 -2%
PPW
99
Parcion Private Wealth
Washington
$11.6M 94,993 +22,684 +31%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$11.5M 93,503 -451 -0.5%
2 3
4
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