SDY icon

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.

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

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$0
2
MCC
Money Concepts Capital
Florida
$220K
3
3AM
3EDGE Asset Management
Florida
$0
4
RJA
Raymond James & Associates
Florida
$285M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1051
Pin Oak Investment Advisors
Texas
$19K – – –
RI
1052
Ridgewood Investments
New Jersey
$18.4K – – –
SWM
1053
Sugarloaf Wealth Management
Georgia
$18.1K – – –
EWP
1054
Elevation Wealth Partners
California
$18K – – –
WPWM
1055
Western Pacific Wealth Management
Illinois
$17.8K – – –
CP
1056
Castleview Partners
Texas
$17.8K +$123 +1 +0.7%
NC
1057
NewSquare Capital
Pennsylvania
$15.6K +$15.6K +127 New
RAM
1058
Riggs Asset Management
Pennsylvania
$15.3K – – –
CFO
1059
CVA Family Office
Colorado
$15.3K – – –
SIS
1060
Strategic Investment Solutions
Illinois
$15.1K – – –
PP
1061
PrairieView Partners
Minnesota
$15K -$29.1K -250 -66%
FDCC
1062
Foster Dykema Cabot & Co
Massachusetts
$15K +$125 +1 +0.8%
HH
1063
HWG Holdings
Texas
$14.7K -$1.23K -10 -8%
IPW
1064
Impact Partnership Wealth
Georgia
$14.7K +$14.7K +120 New
RCM
1065
Rain Capital Management
Oregon
$14.2K – – –
WWM
1066
Wolff Wiese Magana
California
$13.6K +$123 +1 +0.9%
FPF
1067
First Pacific Financial
Washington
$13.5K +$13.5K +110 New
LWCFA
1068
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K -$6.13K -50 -31%
FCA
1069
FinTrust Capital Advisors
South Carolina
$13.3K – – –
CWA
1070
Clearview Wealth Advisors
Oregon
$13.2K – – –
TVWM
1071
Tower View Wealth Management
Wisconsin
$13K – – –
BSC
1072
Brown Shipley & Co
United Kingdom
$12.3K – – –
AIM
1073
Anchor Investment Management
South Carolina
$12.3K – – –
FGAM
1074
Financial Gravity Asset Management
Texas
$12.1K +$12.1K +123 New
TC
1075
Truvestments Capital
Florida
$11.4K +$11.4K +93 New
41 42
43
44 45