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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 %
PCG
151
Prosperity Consulting Group
Maryland
$7.15M -$48.2K -393 -0.7%
AMM
152
American Money Management
California
$6.96M +$119K +967 +2%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$6.91M -$969K -7,905 -12%
WWM
154
Western Wealth Management
Colorado
$6.9M -$74.2K -605 -1%
JWWM
155
Johnson & White Wealth Management
Pennsylvania
$6.87M -$104K -849 -1%
CA
156
Cornerstone Advisory
Maryland
$6.86M -$65.1K -531 -0.9%
BCM
157
Brookstone Capital Management
Illinois
$6.78M -$497K -4,126 -7%
ACI
158
Alpha Cubed Investments
California
$6.68M -$253K -2,068 -4%
PD
159
Planning Directions
Pennsylvania
$6.65M -$475K -3,872 -7%
RIA
160
Retirement Investment Advisors
Oklahoma
$6.64M -$1.64M -13,412 -20%
RFC
161
Regions Financial Corp
Alabama
$6.61M -$18.4K -150 -0.3%
AllianceBernstein
162
AllianceBernstein
Tennessee
$6.6M +$527K +4,296 +9%
CFG
163
Citizens Financial Group
Rhode Island
$6.58M -$42.7K -348 -0.6%
FHA
164
Flagship Harbor Advisors
Massachusetts
$6.57M +$153K +1,247 +2%
CWM
165
Cornerstone Wealth Management
Missouri
$6.28M +$133K +1,089 +2%
AGC
166
Aspen Grove Capital
Colorado
$6.28M – – –
PC
167
Pecaut & Co
Iowa
$6.25M +$770K +6,284 +14%
Lido Advisors
168
Lido Advisors
California
$6.2M -$5.28M -43,113 -46%
CB
169
Centennial Bank
Arkansas
$6.16M -$106K -865 -2%
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$6.07M +$77.7K +634 +1%
FA
171
FDx Advisors
Illinois
$5.97M -$65.6K -535 -1%
PCIA
172
Prime Capital Investment Advisors
Kansas
$5.97M +$5.14M +41,966 +626%
GL
173
Graypoint LLC
New York
$5.96M +$82.7K +675 +1%
WTC
174
WhitTier Trust Company
Nevada
$5.95M -$54.5K -445 -0.9%
SDAM
175
Shulman DeMeo Asset Management
New York
$5.92M -$48.4K -395 -0.8%
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