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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.

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
1
Morgan Stanley
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$290M
3
ACM
3
Argent Capital Management
Missouri
$15.1M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$10.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.54M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$170M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$2.94M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
76
Associated Banc-Corp
Wisconsin
$14.6M +$1.5M +11,984 +11%
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$14.1M -$163K -1,307 -1%
HCP
78
Holt Capital Partners
Texas
$13.8M -$88.7K -710 -0.6%
AAS
79
Avantax Advisory Services
Texas
$13.6M -$86.2K -690 -0.6%
CCA
80
Cadent Capital Advisors
Oklahoma
$13.3M +$132K +1,060 +1%
PPW
81
Parcion Private Wealth
Washington
$13.3M +$960K +7,683 +8%
Northern Trust
82
Northern Trust
Illinois
$12.8M -$323K -2,582 -2%
KIA
83
KCM Investment Advisors
California
$12.5M -$738K -5,904 -6%
HWM
84
HB Wealth Management
Georgia
$12.4M -$1.96M -15,720 -14%
SWMG
85
Sard Wealth Management Group
Georgia
$12.3M +$12.3M +98,147 New
CIBC World Market
86
CIBC World Market
Ontario, Canada
$12.3M +$578K +4,624 +5%
NB
87
NBT Bank
New York
$12.1M -$5K -40 -0%
RPWA
88
Regent Peak Wealth Advisors
Georgia
$12M -$4.88M -39,026 -29%
HCM
89
Hollencrest Capital Management
California
$11.9M -$8.71M -69,690 -42%
US Bancorp
90
US Bancorp
Minnesota
$11.8M -$261K -2,092 -2%
SC
91
Savant Capital
Illinois
$11.7M -$169K -1,356 -1%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$11.6M -$555K -4,444 -5%
WB
93
WesBanco Bank
West Virginia
$11.6M -$95.5K -764 -0.8%
EH
94
Equitable Holdings
New York
$11.4M -$4.11M -32,916 -26%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$236K -1,885 -2%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$11.4M -$190K -1,520 -2%
WFA
97
Wellspring Financial Advisors
Ohio
$11.2M -$200K -1,598 -2%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$11.1M -$2.14M -17,122 -16%
Corient Private Wealth
99
Corient Private Wealth
Florida
$11M -$3.71M -29,687 -25%
MFIM
100
Mesirow Financial Investment Management
Illinois
$10.9M +$10.9M +87,480 New
2 3
4
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