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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.

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
1
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
2
Joel Isaacson & Co
New York
$286M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
5
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
MCC
2
Money Concepts Capital
Florida
$220K
3
3AM
3
3EDGE Asset Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$285M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EWMCB
101
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.4M 93,288 -6,511 -7%
WFA
102
Wellspring Financial Advisors
Ohio
$11.4M 93,064 -1,014 -1%
DAS
103
Dynamic Advisor Solutions
Arizona
$11.4M 92,833 -2,461 -3%
William Blair & Company
104
William Blair & Company
Illinois
$11M 90,027 -808 -0.9%
AAS
105
Avantax Advisory Services
Texas
$10.8M 88,450 -518 -0.6%
LNC
106
Lincoln National Corp
Pennsylvania
$10.8M 87,975 -405 -0.5%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$10.8M 87,923 +2,798 +3%
SL
108
Salomon & Ludwin
Virginia
$10.7M 87,247 -1,745 -2%
NSLI
109
Nan Shan Life Insurance
Taiwan
$10.5M 85,320 – –
SRC
110
Sage Rhino Capital
California
$10.3M 83,871 +1,890 +2%
FNC
111
First National Corp
Massachusetts
$10.3M 83,833 +3,105 +4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.1M 82,603 -54,996 -40%
TA
113
Tiedemann Advisors
New York
$9.89M 80,703 – –
AF
114
Apexium Financial
Texas
$9.88M 80,588 -677 -0.8%
AIP
115
Ameritas Investment Partners
Nebraska
$9.88M 80,570 +2,215 +3%
Corient Private Wealth
116
Corient Private Wealth
Florida
$9.82M 103,544 +35,093 +51%
CCA
117
Cadent Capital Advisors
Oklahoma
$9.77M 79,726 -138 -0.2%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$9.72M 79,334 +342 +0.4%
LSA
119
Lansing Street Advisors
Pennsylvania
$9.7M 79,094 -10,420 -12%
PWM
120
Peterson Wealth Management
Nevada
$9.5M 77,496 +11,141 +17%
CI
121
CX Institutional
Indiana
$9.47M 77,294 -5,215 -6%
AWG
122
Altus Wealth Group
Colorado
$9.39M 76,632 +1,192 +2%
FAIM
123
Financial Advocates Investment Management
Washington
$9.36M 78,113 +5,816 +8%
AP
124
Americana Partners
Texas
$9.33M 76,102 -16,673 -18%
DWM
125
Denver Wealth Management
Colorado
$9.12M 74,421 -2,884 -4%
3 4
5
6 7