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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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
Aspire Wealth Management
Massachusetts
$26.9K -$10.8K -94 -29%
LWANC
1002
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.3K +$3.45K +30 +15%
SVCP
1003
Silicon Valley Capital Partners
California
$26.1K – – –
PCTC
1004
Perkins Coie Trust Company
Washington
$25.9K – – –
Russell Investments Group
1005
Russell Investments Group
United Kingdom
$25.6K – – –
CTA
1006
Colonial Trust Advisors
South Carolina
$24.3K +$115 +1 +0.5%
JHCP
1007
Jackson Hole Capital Partners
Oklahoma
$22.7K – – –
LWA
1008
Lowe Wealth Advisors
Maryland
$22.5K – – –
NRG
1009
Nemes Rush Group
Michigan
$21.7K – – –
PK
1010
Pflug Koory
Nebraska
$21.3K – – –
AWM
1011
AllSquare Wealth Management
New York
$20.1K – – –
CLOS
1012
Compagnie Lombard Odier SCmA
Switzerland
$20.1K – – –
CP
1013
Castleview Partners
Texas
$19.2K +$2.53K +22 +15%
KC
1014
Kenfarb & Co
Kentucky
$18.9K – – –
MCM
1015
MV Capital Management
Maryland
$18.2K – – –
FRA
1016
Front Row Advisors
California
$18.1K – – –
WAM
1017
WFA Asset Management
Wisconsin
$18.1K – – –
SWM
1018
Sugarloaf Wealth Management
Georgia
$17K – – –
POIA
1019
Pin Oak Investment Advisors
Texas
$17K – – –
EWP
1020
Elevation Wealth Partners
California
$16.9K – – –
MRCM
1021
M&R Capital Management
New Jersey
$16K -$8.63K -75 -35%
RAM
1022
Riggs Asset Management
Pennsylvania
$14.4K – – –
FCAS
1023
First Command Advisory Services
Texas
$14K +$14K +122 New
PP
1024
PrairieView Partners
Minnesota
$14K – – –
FDCC
1025
Foster Dykema Cabot & Co
Massachusetts
$14K +$116 +1 +0.8%
39 40
41
42 43