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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.

New
Increased
Maintained
Reduced
Closed
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 %
TCWM
1076
Total Clarity Wealth Management
Illinois
– -$266K -2,166 Closed
PWA
1077
PCG Wealth Advisors
Kansas
– -$260K -2,121 Closed
SPP
1078
Single Point Partners
Massachusetts
– -$257K -2,094 Closed
RF
1079
Rollins Financial
Georgia
– -$254K -2,073 Closed
MCA
1080
Magnolia Capital Advisors
Mississippi
– -$253K -2,067 Closed
CFCI
1081
Comprehensive Financial Consultants Institutional
Indiana
– -$254K -2,062 Closed
PCA
1082
Prosperity Capital Advisors
Ohio
– -$232K -1,895 Closed
PAMG
1083
Patton Albertson Miller Group
Tennessee
– -$232K -1,890 Closed
CP
1084
Camelot Portfolios
Ohio
– -$230K -1,879 Closed
BC
1085
Bowman & Company
Wisconsin
– -$228K -1,860 Closed
RWB
1086
RMR Wealth Builders
New Jersey
– -$228K -1,859 Closed
PFA
1087
Pure Financial Advisors
California
– -$226K -1,847 Closed
AWA
1088
Amplius Wealth Advisors
Pennsylvania
– -$221K -1,800 Closed
LCM
1089
LVM Capital Management
Michigan
– -$216K -1,765 Closed
GWAG
1090
Garrett Wealth Advisory Group
Texas
– -$214K -1,745 Closed
BWM
1091
Brown Wealth Management
Illinois
– -$214K -1,743 Closed
Belvedere Trading
1092
Belvedere Trading
Illinois
– -$211K -1,725 Closed
RC
1093
Roundview Capital
New Jersey
– -$211K -1,721 Closed
EP
1094
EPIQ Partners
Minnesota
– -$210K -1,710 Closed
BFC
1095
Bedel Financial Consulting
Indiana
– -$209K -1,709 Closed
CAM
1096
Crestone Asset Management
Colorado
– -$209K -1,709 Closed
CWM
1097
Centurion Wealth Management
Virginia
– -$209K -1,704 Closed
EP
1098
Eudaimonia Partners
Tennessee
– -$209K -1,704 Closed
RIA
1099
Regal Investment Advisors
Michigan
– -$208K -1,700 Closed
BFA
1100
Beacon Financial Advisory
Ohio
– -$208K -1,693 Closed
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