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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 %
PWG
151
Private Wealth Group
Florida
$6.85M -$2.46M -19,704 -26%
AFA
152
AA Financial Advisors
Ohio
$6.81M +$6.81M +54,510 New
LNC
153
Lincoln National Corp
Pennsylvania
$6.79M -$4.35M -34,813 -39%
AP
154
Americana Partners
Texas
$6.79M +$801K +6,407 +13%
PC
155
Pecaut & Co
Iowa
$6.75M +$448K +3,584 +7%
SFWC
156
Strategic Family Wealth Counselors
New Jersey
$6.69M +$399K +3,196 +6%
FHA
157
Flagship Harbor Advisors
Massachusetts
$6.63M -$86.1K -689 -1%
PCG
158
Prosperity Consulting Group
Maryland
$6.6M -$346K -2,767 -5%
CWM
159
Cornerstone Wealth Management
Missouri
$6.54M +$63.4K +507 +1%
AGC
160
Aspen Grove Capital
Colorado
$6.44M +$40K +320 +0.6%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$6.32M -$349K -2,796 -5%
LSIA
162
LaSalle St. Investment Advisors
Illinois
$6.25M -$88.7K -71 -1%
KP
163
Kitching Partners
Pennsylvania
$6.23M +$6.23M +49,826 New
JCM
164
Janney Capital Management
Pennsylvania
$6.22M +$5.94M +47,500 +2,105%
1IA
165
1834 Investment Advisors
Wisconsin
$6.16M -$136K -1,091 -2%
CB
166
Centennial Bank
Arkansas
$6.06M +$54.7K +438 +0.9%
ACI
167
Alpha Cubed Investments
California
$6.05M -$403K -3,224 -6%
MWP
168
MYCIO Wealth Partners
Pennsylvania
$5.99M -$2.97M -23,804 -33%
SDAM
169
Shulman DeMeo Asset Management
New York
$5.98M -$32K -256 -0.5%
OC
170
Oppenheimer & Co
New York
$5.94M -$111K -889 -2%
CFG
171
Citizens Financial Group
Rhode Island
$5.94M +$5.55M +44,442 +1,440%
TPW
172
TL Private Wealth
Texas
$5.94M +$363K +2,904 +7%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$5.88M +$18.1K +144 +0.3%
Lido Advisors
174
Lido Advisors
California
$5.79M -$6.75K -54 -0.1%
CWM
175
Connecticut Wealth Management
Connecticut
$5.69M +$125 +1 +0%
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