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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.

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$588M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
3
ACM
Argent Capital Management
Missouri
+$15.1M
4
MFIM
Mesirow Financial Investment Management
Illinois
+$10.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.72M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$93.4M
2
Bank of America
Bank of America
North Carolina
-$60.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$47.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
976
Luken Investment Analytics
Tennessee
$161K – – –
HDIM
977
Hanson & Doremus Investment Management
Vermont
$159K +$1.13K +9 +0.7%
FFA
978
Founders Financial Alliance
North Carolina
$155K -$40.2K -322 -21%
IRAG
979
Investment Research & Advisory Group
Georgia
$153K – – –
FMTCOCP
980
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150K – – –
PB
981
Pinnacle Bancorp
Nebraska
$147K -$2.37K -19 -2%
OFG
982
Oxford Financial Group
Indiana
$139K +$139K +1,116 New
CSC
983
Caldwell Sutter Capital
California
$134K – – –
HR
984
Howe & Rusling
New York
$130K +$130K +1,040 New
LFG
985
Larson Financial Group
Missouri
$125K -$71.6K -573 -36%
TWM
986
Tradition Wealth Management
Minnesota
$124K +$36.6K +294 +42%
FFA
987
Farther Finance Advisors
California
$121K +$15.7K +126 +15%
OA
988
Operose Advisors
Wisconsin
$121K – – –
CFD
989
Creative Financial Designs
Indiana
$119K -$750 -6 -0.6%
IWP
990
IAG Wealth Partners
Wisconsin
$112K – – –
CCA
991
Criterion Capital Advisors
Tennessee
$108K +$108K +861 New
HWM
992
Horizons Wealth Management
North Carolina
$106K – – –
TIM
993
Tortoise Investment Management
New York
$102K – – –
EDRH
994
Edmond de Rothschild Holding
Switzerland
$100K – – –
NFSG
995
Newbridge Financial Services Group
Florida
$97.7K -$29.4K -235 -23%
TCM
996
TD Capital Management
Tennessee
$97.5K +$32.7K +262 +51%
PCMC
997
Planning Capital Management Corporation
Pennsylvania
$97.2K +$97.2K +778 New
CNBTD
998
Citizens National Bank Trust Department
Mississippi
$97.1K – – –
HIA
999
Harbor Investment Advisory
Maryland
$96.1K -$1.5K -12 -2%
BBPWM
1000
Blue Bell Private Wealth Management
Pennsylvania
$95.9K +$90K +720 +1,532%
38 39
40
41 42