SDY icon

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 %
BFS
1051
Bard Financial Services
Connecticut
– -$34.9M -284,824 Closed
NSLI
1052
Nan Shan Life Insurance
Taiwan
– -$10.5M -85,320 Closed
ECM
1053
ExodusPoint Capital Management
New York
– -$4.93M -40,201 Closed
SHFP
1054
Second Half Financial Partners
Florida
– -$1.49M -12,129 Closed
VWA
1055
V Wealth Advisors
Kansas
– -$1.44M -11,716 Closed
PFA
1056
Peak Financial Advisors
Colorado
– -$1.14M -9,288 Closed
VAS
1057
Vestmark Advisory Solutions
Massachusetts
– -$909K -7,418 Closed
AC
1058
ASB Consultores
Florida
– -$836K -6,818 Closed
HS
1059
Horan Securities
United States
– -$513K -4,183 Closed
Renaissance Technologies
1060
Renaissance Technologies
New York
– -$417K -3,400 Closed
OFS
1061
OneAscent Financial Services
Alabama
– -$378K -3,082 Closed
HF
1062
Halpern Financial
Virginia
– -$371K -3,028 Closed
LI
1063
LMCG Investments
Massachusetts
– -$368K -3,000 Closed
FCA
1064
FLC Capital Advisors
California
– -$362K -2,957 Closed
TC
1065
TradeLink Capital
Illinois
– -$343K -2,800 Closed
IWP
1066
Icon Wealth Partners
Texas
– -$342K -2,792 Closed
CA
1067
Calton & Associates
Florida
– -$324K -2,647 Closed
PCH
1068
PGIM Custom Harvest
New Jersey
– -$318K -2,595 Closed
CWM
1069
C2C Wealth Management
Arizona
– -$312K -2,524 Closed
SI
1070
Saxon Interests
Texas
– -$295K -2,403 Closed
VPIM
1071
Vanguard Personalized Indexing Management
California
– -$292K -2,380 Closed
BPFA
1072
Barnes Pettey Financial Advisors
Mississippi
– -$290K -2,364 Closed
ONSWM
1073
Old North State Wealth Management
North Carolina
– -$289K -2,356 Closed
CCM
1074
Crabel Capital Management
California
– -$278K -2,271 Closed
FG
1075
Fiduciary Group
Georgia
– -$267K -2,181 Closed
41 42
43
44 45