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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.7%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$92.2M
2
CIA
2
Capital Investment Advisors
Georgia
$68M
3
CA
3
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
2
Ameriprise
Minnesota
$350M
3
Bank of America
3
Bank of America
North Carolina
$1.05B
4
BFS
4
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$605M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$10.8M 93,505 +2 +0%
WB
102
WesBanco Bank
West Virginia
$10.7M 93,324 -7,665 -8%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$10.7M 93,190 +5,267 +6%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$10.6M 92,529 -4,406 -5%
William Blair & Company
105
William Blair & Company
Illinois
$10.5M 91,398 +1,371 +2%
WFA
106
Wellspring Financial Advisors
Ohio
$10.5M 91,220 -1,844 -2%
Corient Private Wealth
107
Corient Private Wealth
Florida
$10.4M 117,968 +14,424 +14%
LNC
108
Lincoln National Corp
Pennsylvania
$10.3M 89,168 +1,193 +1%
DAS
109
Dynamic Advisor Solutions
Arizona
$10.2M 89,114 -3,719 -4%
SL
110
Salomon & Ludwin
Virginia
$10M 87,218 -29 -0%
SRC
111
Sage Rhino Capital
California
$9.78M 85,006 +1,135 +1%
AIP
112
Ameritas Investment Partners
Nebraska
$9.46M 82,223 +1,653 +2%
TA
113
Tiedemann Advisors
New York
$9.28M 80,703 – –
FNC
114
First National Corp
Massachusetts
$9.27M 80,615 -3,218 -4%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$9.13M 79,364 +30 +0%
PWM
116
Peterson Wealth Management
Nevada
$9.08M 78,908 +1,412 +2%
DWM
117
Denver Wealth Management
Colorado
$8.88M 77,235 +2,814 +4%
AWG
118
Altus Wealth Group
Colorado
$8.85M 76,939 +307 +0.4%
AF
119
Apexium Financial
Texas
$8.83M 76,773 -3,815 -5%
AWC
120
Adamsbrown Wealth Consultants
Kansas
$8.72M 75,802 +4,489 +6%
FAIM
121
Financial Advocates Investment Management
Washington
$8.58M 74,662 -3,451 -4%
PWG
122
Private Wealth Group
Florida
$8.57M 74,534 +64,658 +655%
IWMWV
123
Ironwood Wealth Management (West Virginia)
West Virginia
$8.57M 76,086 +2,791 +4%
State Street
124
State Street
Massachusetts
$8.56M 74,455 +2,543 +4%
GT
125
Greenleaf Trust
Michigan
$8.52M 74,087 +675 +0.9%
3 4
5
6 7