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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 %
FFS
1101
Founders Financial Securities
Maryland
– -$2.21M -17,837 Closed
HF
1102
HRT Financial
New York
– -$2.16M -17,446 Closed
HI
1103
Horizon Investments
North Carolina
– -$2.13M -17,245 Closed
HCM
1104
Highview Capital Management
Illinois
– -$1.58M -12,785 Closed
BMM
1105
Berkshire Money Management
Massachusetts
– -$1.55M -12,527 Closed
MHS
1106
M Holdings Securities
Oregon
– -$901K -7,286 Closed
Two Sigma Advisers
1107
Two Sigma Advisers
New York
– -$792K -6,400 Closed
LDB
1108
Lee, Danner & Bass
Tennessee
– -$655K -5,295 Closed
VWM
1109
Venturi Wealth Management
Texas
– -$635K -5,137 Closed
MS
1110
Maven Securities
Jersey
– -$614K -4,963 Closed
ONB
1111
Old National Bancorp
Indiana
– -$454K -3,672 Closed
AWAU
1112
Alliance Wealth Advisors (Utah)
Utah
– -$429K -3,467 Closed
KF
1113
Krilogy Financial
Missouri
– -$406K -3,285 Closed
PBT
1114
Pictet Bank & Trust
Bahamas
– -$406K -3,280 Closed
SFS
1115
Sowell Financial Services
Arkansas
– -$390K -3,153 Closed
WF
1116
Wayfinding Financial
Washington
– -$350K -2,836 Closed
CFA
1117
Compass Financial Advisors
Indiana
– -$345K -2,786 Closed
AWAP
1118
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$315K -2,543 Closed
CSIA
1119
Charles Schwab Investment Advisory
California
– -$312K -2,521 Closed
BIM
1120
Baldwin Investment Management
Pennsylvania
– -$303K -2,450 Closed
MOS
1121
MGO One Seven
Ohio
– -$251K -2,029 Closed
GC
1122
Gratus Capital
Georgia
– -$234K -1,895 Closed
WAS
1123
Wealth Advisory Solutions
Indiana
– -$229K -1,852 Closed
FCA
1124
Fortis Capital Advisors
Kansas
– -$218K -1,760 Closed
AWE
1125
Avidian Wealth Enterprises
Texas
– -$216K -1,748 Closed
43 44
45
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