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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 %
BMCM
1126
Bryn Mawr Capital Management
Pennsylvania
– -$215K -1,734 Closed
Charles Schwab
1127
Charles Schwab
California
– -$211K -1,707 Closed
DTL
1128
Dynamic Technology Lab
Singapore
– -$210K -1,700 Closed
GSB
1129
Greenfield Savings Bank
Massachusetts
– -$210K -1,695 Closed
CAM
1130
CenterStar Asset Management
Illinois
– -$203K -1,641 Closed
OGF
1131
Orin Green Financial
California
– -$202K -1,631 Closed
GWM
1132
Greenwich Wealth Management
Connecticut
– -$201K -1,627 Closed
WRM
1133
Weybosset Research & Management
Rhode Island
– -$201K -1,625 Closed
NPA
1134
Nichols & Pratt Advisers
Massachusetts
– -$201K -1,625 Closed
PCS
1135
Personal CFO Solutions
New Jersey
– -$201K -1,622 Closed
TWA
1136
TCI Wealth Advisors
Arizona
– -$131K -1,059 Closed
AWM
1137
Accel Wealth Management
Iowa
– -$77.1K -623 Closed
MAWA
1138
Moss Adams Wealth Advisors
Washington
– -$73.8K -596 Closed
MWC
1139
MBM Wealth Consultants
Missouri
– -$71K -570 Closed
AWM
1140
Activest Wealth Management
Florida
– -$32.9K -270 Closed
BCMIO
1141
Beacon Capital Management Inc (Ohio)
Ohio
– -$30.9K -250 Closed
MRC
1142
Millburn Ridgefield Corp
New York
– -$30.4K -246 Closed
CB
1143
Community Bank
New York
– -$29.3K -237 Closed
Barclays
1144
Barclays
United Kingdom
– -$25K -200 Closed
MTC
1145
Matrix Trust Company
Colorado
– -$21K -172 Closed
WAG
1146
Windsor Advisory Group
Ohio
– -$15.5K -126 Closed
TIM
1147
Thompson Investment Management
Wisconsin
– -$12.2K -98 Closed
IHWM
1148
Iron Horse Wealth Management
Iowa
– -$8.91K -72 Closed
ONST
1149
Old North State Trust
North Carolina
– -$9K -71 Closed
SIS
1150
Sound Income Strategies
Florida
– -$8.66K -70 Closed
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