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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.

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

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$0
2
MCC
Money Concepts Capital
Florida
$220K
3
3AM
3EDGE Asset Management
Florida
$0
4
RJA
Raymond James & Associates
Florida
$285M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
126
Destiny Wealth Partners
Florida
$9.03M +$103K +816 +1%
MWP
127
MYCIO Wealth Partners
Pennsylvania
$9.01M +$54.1K +441 +0.6%
GT
128
Greenleaf Trust
Michigan
$9M +$267K +2,177 +3%
SB
129
Simmons Bank
Arkansas
$8.95M -$496K -4,047 -5%
NCM
130
Neumann Capital Management
California
$8.95M +$330K +2,690 +4%
IWMWV
131
Ironwood Wealth Management (West Virginia)
West Virginia
$8.87M +$682K +5,632 +8%
State Street
132
State Street
Massachusetts
$8.81M -$84.9K -693 -1%
AWC
133
Adamsbrown Wealth Consultants
Kansas
$8.74M +$1.25M +10,238 +17%
MA
134
MONECO Advisors
Connecticut
$8.43M -$468K -3,814 -5%
RJT
135
Raymond James Trust
Florida
$8.39M -$670K -5,466 -7%
MWM
136
Mission Wealth Management
California
$8.37M -$33.1K -270 -0.4%
SF
137
Synovus Financial
Georgia
$8.36M -$928K -7,568 -10%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$8.33M -$675K -5,510 -7%
SI
139
Stephens Inc
Arkansas
$8.3M +$140K +1,140 +2%
Brown Advisory
140
Brown Advisory
Maryland
$8.19M +$47.3K +386 +0.6%
SWP
141
Stratos Wealth Partners
Ohio
$8.17M +$2.32M +18,898 +40%
M&T Bank
142
M&T Bank
New York
$8.03M -$304K -2,480 -4%
GSIAS
143
Garden State Investment Advisory Services
New Jersey
$7.97M +$143K +1,170 +2%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$7.91M +$95.7K +781 +1%
Deutsche Bank
145
Deutsche Bank
Germany
$7.8M -$30.2K -246 -0.4%
WT
146
Whittier Trust
California
$7.73M -$5.2M -42,425 -40%
ST
147
Smithfield Trust
Pennsylvania
$7.71M -$9.81K -80 -0.1%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.62M +$123 +1 +0%
Franklin Resources
149
Franklin Resources
California
$7.62M -$3.63M -29,651 -32%
WIC
150
Whitegate Investment Counselors
New Hampshire
$7.23M -$634K -5,168 -8%
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