SDY icon

SPDR S&P Dividend ETF

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$9.69M +$809K +6,543 +9%
DWM
127
Denver Wealth Management
Colorado
$9.56M -$1.13M -9,170 -11%
SB
128
Simmons Bank
Arkansas
$9.53M -$1.07M -8,646 -10%
HWM
129
HFG Wealth Management
Texas
$9.43M +$9.43M +76,230 New
SF
130
Synovus Financial
Georgia
$9.37M -$2.78M -22,451 -23%
CFGS
131
Concourse Financial Group Securities
Alabama
$9.34M -$789K -6,376 -8%
AWG
132
Altus Wealth Group
Colorado
$9.33M -$3.71K -30 -0%
RJT
133
Raymond James Trust
Florida
$9.14M -$86K -695 -0.9%
CWMGP
134
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.12M -$294K -2,375 -3%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$9.09M +$179K +1,443 +2%
MWP
136
MYCIO Wealth Partners
Pennsylvania
$9.04M +$608K +4,918 +7%
State Street
137
State Street
Massachusetts
$8.98M +$322K +2,599 +4%
MA
138
MONECO Advisors
Connecticut
$8.97M +$2.47K +20 +0%
PPW
139
Parcion Private Wealth
Washington
$8.95M +$240K +1,941 +3%
FAIM
140
Financial Advocates Investment Management
Washington
$8.94M +$841K +6,796 +10%
GT
141
Greenleaf Trust
Michigan
$8.81M +$141K +1,140 +2%
DWP
142
Destiny Wealth Partners
Florida
$8.75M -$24.5K -198 -0.3%
NCM
143
Neumann Capital Management
California
$8.7M +$27.2K +220 +0.3%
MWM
144
Mission Wealth Management
California
$8.48M +$7.61M +61,492 +873%
M&T Bank
145
M&T Bank
New York
$8.41M -$25.1K -203 -0.3%
RIA
146
Retirement Investment Advisors
Oklahoma
$8.36M +$777K +6,284 +10%
IWMWV
147
Ironwood Wealth Management (West Virginia)
West Virginia
$8.32M +$72.9K +593 +0.9%
SI
148
Stephens Inc
Arkansas
$8.23M -$38.2K -309 -0.5%
Brown Advisory
149
Brown Advisory
Maryland
$8.22M -$20.4M -165,058 -71%
PWM
150
Peterson Wealth Management
Nevada
$8.21M -$88.1K -712 -1%