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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
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
Pathstone Family Office
New Jersey
$92.2M
2
CIA
Capital Investment Advisors
Georgia
$68M
3
CA
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$4.83M
2
Ameriprise
Ameriprise
Minnesota
$350M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
BFS
Bard Financial Services
Connecticut
$0
5
Morgan Stanley
Morgan Stanley
New York
$605M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
126
Destiny Wealth Partners
Florida
$8.27M +$42.7K +371 +0.5%
NCM
127
Neumann Capital Management
California
$8.27M -$130K -1,130 -2%
MWP
128
MYCIO Wealth Partners
Pennsylvania
$8.25M -$197K -1,715 -2%
SB
129
Simmons Bank
Arkansas
$8.06M -$338K -2,942 -4%
CI
130
CX Institutional
Indiana
$7.97M -$920K -7,997 -10%
RJT
131
Raymond James Trust
Florida
$7.92M +$53.3K +463 +0.7%
SF
132
Synovus Financial
Georgia
$7.9M +$56.4K +490 +0.7%
MWM
133
Mission Wealth Management
California
$7.86M +$6.21K +54 +0.1%
MA
134
MONECO Advisors
Connecticut
$7.76M -$143K -1,241 -2%
RA
135
RFG Advisory
Alabama
$7.68M +$7.09M +61,663 +1,204%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$7.64M -$177K -1,535 -2%
SI
137
Stephens Inc
Arkansas
$7.42M -$364K -3,165 -5%
Brown Advisory
138
Brown Advisory
Maryland
$7.34M -$347K -3,019 -5%
Deutsche Bank
139
Deutsche Bank
Germany
$7.31M -$8.05K -70 -0.1%
SWP
140
Stratos Wealth Partners
Ohio
$7.26M -$404K -3,517 -5%
ST
141
Smithfield Trust
Pennsylvania
$7.22M -$10.2K -89 -0.1%
CCWA
142
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.15M +$230 +2 +0%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$7.13M -$298K -2,591 -4%
WT
144
Whittier Trust
California
$7.1M -$151K -1,313 -2%
M&T Bank
145
M&T Bank
New York
$7.06M -$472K -4,107 -6%
Franklin Resources
146
Franklin Resources
California
$7.05M -$102K -885 -1%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6.99M -$2.51M -21,812 -26%
AMM
148
American Money Management
California
$6.85M +$318K +2,764 +5%
WIC
149
Whitegate Investment Counselors
New Hampshire
$6.79M +$2.53K +22 +0%
AllianceBernstein
150
AllianceBernstein
Tennessee
$6.68M +$490K +4,259 +8%
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6
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