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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 %
CCP
1076
Carmel Capital Partners
California
$11.3K – – –
SIM
1077
Studio Investment Management
Illinois
$10.1K – – –
MWM
1078
Mascoma Wealth Management
New Hampshire
$8.94K – – –
AssetMark Inc
1079
AssetMark Inc
California
$8.58K -$34.7K -283 -80%
WP
1080
WealthPLAN Partners
Nebraska
$8.58K – – –
SFCL
1081
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
HCP
1082
Hexagon Capital Partners
Arkansas
$6.27K – – –
FWM
1083
Focused Wealth Management
New York
$6.13K +$3.07K +25 +100%
BBPWM
1084
Blue Bell Private Wealth Management
Pennsylvania
$5.76K +$5.76K +47 New
FFA
1085
Fairfield Financial Advisors
Massachusetts
$5.07K – – –
WBC
1086
West Branch Capital
Massachusetts
$4.9K – – –
RFA
1087
Register Financial Advisors
Georgia
$4.88K – – –
RDFA
1088
Ritter Daniher Financial Advisory
Ohio
$4.78K – – –
MBFW
1089
Morton Brown Family Wealth
Pennsylvania
$2.45K – – –
GWSA
1090
Global Wealth Strategies & Associates
Colorado
$2.45K – – –
CAS
1091
Coppell Advisory Solutions
Texas
$1.22K +$1.22K +10 New
TFP
1092
Tilia Fiduciary Partners
North Carolina
$297 +$297 +2 New
CJL
1093
Cyrus J. Lawrence
New York
$44 – – –
CIA
1094
Capital Investment Advisors
Georgia
– -$75.1M -606,913 Closed
3AM
1095
3EDGE Asset Management
Florida
– -$28M -226,523 Closed
PWM
1096
PRW Wealth Management
Massachusetts
– -$15.4M -123,350 Closed
PWAG
1097
Polaris Wealth Advisory Group
California
– -$6.44M -52,086 Closed
PWA
1098
Providence Wealth Advisors
Illinois
– -$4.42M -35,600 Closed
LMIM
1099
Lockheed Martin Investment Management
Maryland
– -$3.92M -31,700 Closed
T
1100
TCWP
Ohio
– -$3.59M -29,005 Closed
42 43
44
45 46