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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.25B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$290M
3
ACM
Argent Capital Management
Missouri
$15.1M
4
MFIM
Mesirow Financial Investment Management
Illinois
$10.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.54M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$287M
2
Bank of America
Bank of America
North Carolina
$1.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$170M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.94M
5
Osaic Holdings
Osaic Holdings
Arizona
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$8.08M +$14K +112 +0.2%
MA
127
MONECO Advisors
Connecticut
$8.06M -$372K -2,976 -4%
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$7.99M -$316K -2,528 -4%
GT
129
Greenleaf Trust
Michigan
$7.97M -$1.28M -10,273 -14%
PWM
130
Peterson Wealth Management
Nevada
$7.86M -$2M -16,004 -20%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.77M +$250 +2 +0%
AFG
132
Albion Financial Group
Utah
$7.73M +$772K +6,174 +11%
PWP
133
Precedent Wealth Partners
Texas
$7.65M +$7.65M +61,206 New
ST
134
Smithfield Trust
Pennsylvania
$7.63M -$220K -1,760 -3%
Franklin Resources
135
Franklin Resources
California
$7.62M -$38.6K -309 -0.5%
M&T Bank
136
M&T Bank
New York
$7.62M -$60.4K -483 -0.8%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$7.6M -$139K -1,109 -2%
AMM
138
American Money Management
California
$7.54M +$94K +752 +1%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$7.51M +$7.51M +60,128 New
WANY
140
Wealthspire Advisors (New York)
New York
$7.43M -$8.23M -65,889 -53%
NP
141
NorthRock Partners
Minnesota
$7.37M +$5.96M +47,688 +422%
WIC
142
Whitegate Investment Counselors
New Hampshire
$7.35M -$20.9K -167 -0.3%
JWWM
143
Johnson & White Wealth Management
Pennsylvania
$7.3M +$194K +1,556 +3%
WT
144
Whittier Trust
California
$7.3M -$416K -3,328 -5%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$7.25M -$350K -2,797 -5%
AllianceBernstein
146
AllianceBernstein
Tennessee
$7.04M -$221K -1,771 -3%
JWCA
147
J.W. Cole Advisors
Florida
$6.91M +$3.18M +25,430 +85%
SWP
148
Stratos Wealth Partners
Ohio
$6.89M -$995K -7,963 -13%
AWM
149
Aries Wealth Management
Maine
$6.89M +$813K +6,506 +13%
RFC
150
Regions Financial Corp
Alabama
$6.89M +$62.7K +502 +0.9%
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