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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 %
Chevy Chase Trust
1151
Chevy Chase Trust
Maryland
– -$219K -1,905 Closed
RAG
1152
RIA Advisory Group
Iowa
– -$217K -1,890 Closed
SFC
1153
Strategic Financial Concepts
Texas
– -$213K -1,855 Closed
FIB
1154
First Interstate Bank
Montana
– -$212K -1,843 Closed
TAM
1155
Townsend Asset Management
North Carolina
– -$144K -1,254 Closed
Amundi
1156
Amundi
France
– -$125K -1,100 Closed
NIC
1157
Northwest Investment Counselors
Oregon
– -$119K -1,038 Closed
CG
1158
Cutler Group
California
– -$115K -1,000 Closed
CCP
1159
Clarkston Capital Partners
Michigan
– -$112K -975 Closed
IF
1160
Integrity Financial
Wyoming
– -$76.6K -666 Closed
WTG
1161
West Tower Group
Virginia
– -$72.7K -632 Closed
RA
1162
Rise Advisors
New York
– -$40.3K -350 Closed
RDIA
1163
RE Dickinson Investment Advisors
Iowa
– -$38K -331 Closed
RFA
1164
Resurgent Financial Advisors
Georgia
– -$37.1K -323 Closed
FRA
1165
Front Row Advisors
California
– -$18.1K -157 Closed
FCAS
1166
First Command Advisory Services
Texas
– -$14K -122 Closed
IPW
1167
Impact Partnership Wealth
Georgia
– -$13.8K -120 Closed
WWM
1168
Wolff Wiese Magana
California
– -$12.8K -111 Closed
LWCFA
1169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$12.5K -109 Closed
CCP
1170
Carmel Capital Partners
California
– -$10.6K -92 Closed
SGC
1171
Slocum, Gordon & Co
Rhode Island
– -$8.17K -71 Closed
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