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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.7%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$92.2M
2
CIA
2
Capital Investment Advisors
Georgia
$68M
3
CA
3
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
2
Ameriprise
Minnesota
$350M
3
Bank of America
3
Bank of America
North Carolina
$1.05B
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$605M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$15.5M 138,824 +1,585 +1%
IWM
77
IHT Wealth Management
Illinois
$15.5M 134,837 +483 +0.4%
AWS
78
Atria Wealth Solutions
New York
$15.2M 132,202 -817 -0.6%
FCI
79
Financial Counselors Inc
Kansas
$14.4M 125,569 +369 +0.3%
WANY
80
Wealthspire Advisors (New York)
New York
$14.4M 125,381 -6,209 -5%
EH
81
Equitable Holdings
New York
$14.3M 124,365 +15,119 +14%
CFS
82
CRA Financial Services
New Jersey
$13.8M 120,268 -1,074 -0.9%
HWM
83
HB Wealth Management
Georgia
$13.3M 115,338 -7,312 -6%
HSWM
84
Hubbell Strickland Wealth Management
Louisiana
$13.1M 113,763 +598 +0.5%
HCP
85
Holt Capital Partners
Texas
$12.8M 111,288 -762 -0.7%
AAS
86
Avantax Advisory Services
Texas
$12.6M 109,523 +21,073 +24%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$12.2M 105,732 -36,445 -26%
KIA
88
KCM Investment Advisors
California
$12.2M 105,752 +7,769 +8%
CCA
89
Cadent Capital Advisors
Oklahoma
$12.2M 105,700 +25,974 +33%
ABC
90
Associated Banc-Corp
Wisconsin
$12.1M 104,911 -3,229 -3%
Northern Trust
91
Northern Trust
Illinois
$12M 104,700 -2,541 -2%
NA
92
NewEdge Advisors
Louisiana
$11.9M 103,742 -5,239 -5%
Citadel Advisors
93
Citadel Advisors
Florida
$11.4M 99,479 +79,955 +410%
PPW
94
Parcion Private Wealth
Washington
$11.3M 98,686 +3,693 +4%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$11.2M 97,140 +1,473 +2%
NB
96
NBT Bank
New York
$11.2M 97,069 – –
Millennium Management
97
Millennium Management
New York
$11.1M 96,510 +77,269 +402%
US Bancorp
98
US Bancorp
Minnesota
$11.1M 96,366 +1,117 +1%
SC
99
Savant Capital
Illinois
$10.9M 94,996 -20,154 -18%
EWMCB
100
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.9M 94,744 +1,456 +2%
2 3
4
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