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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$290M
3
ACM
3
Argent Capital Management
Missouri
$15.1M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$10.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.54M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$170M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$2.94M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1126
Consolidated Planning Corp
Georgia
– -$2.81M -24,471 Closed
EW
1127
Evoke Wealth
California
– -$2.56M -22,236 Closed
BPC
1128
Banque Pictet & Cie
Switzerland
– -$2.3M -20,000 Closed
ASC
1129
Atalanta Sosnoff Capital
New York
– -$1.52M -13,224 Closed
SBH
1130
Segall Bryant & Hamill
Illinois
– -$1.24M -10,796 Closed
LEFP
1131
Leading Edge Financial Planning
Tennessee
– -$1.2M -10,466 Closed
HSBC Holdings
1132
HSBC Holdings
United Kingdom
– -$1.04M -9,081 Closed
MWA
1133
Monograph Wealth Advisors
California
– -$863K -7,500 Closed
ASFA
1134
All Season Financial Advisors
Colorado
– -$751K -6,527 Closed
CFO
1135
Callan Family Office
Pennsylvania
– -$661K -5,743 Closed
EAMA
1136
EFG Asset Management (Americas)
Florida
– -$650K -5,654 Closed
IA
1137
Insight Advisors
Pennsylvania
– -$616K -5,356 Closed
IP
1138
Ignite Planners
California
– -$529K -4,696 Closed
PCM
1139
Parsons Capital Management
Rhode Island
– -$512K -4,448 Closed
WPW
1140
Waldron Private Wealth
Pennsylvania
– -$463K -4,029 Closed
GWP
1141
Gateway Wealth Partners
Wisconsin
– -$463K -4,024 Closed
MCM
1142
Magnolia Capital Management
New York
– -$432K -3,760 Closed
CI
1143
Conning Inc
Connecticut
– -$411K -3,575 Closed
HP
1144
Hilltop Partners
Indiana
– -$398K -3,463 Closed
KAS
1145
KPP Advisory Services
Kentucky
– -$292K -2,539 Closed
CG
1146
Cynosure Group
Utah
– -$289K -2,517 Closed
RWM
1147
Revisor Wealth Management
Ohio
– -$261K -2,266 Closed
GSB
1148
Greenfield Savings Bank
Massachusetts
– -$239K -2,079 Closed
SVWAG
1149
Sound View Wealth Advisors Group
Georgia
– -$235K -2,046 Closed
EWM
1150
Elmwood Wealth Management
California
– -$227K -1,974 Closed
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