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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 %
OC
176
Oppenheimer & Co
New York
$5.92M -$153K -1,247 -3%
AWM
177
Aries Wealth Management
Maine
$5.84M +$93.7K +764 +2%
AFG
178
Albion Financial Group
Utah
$5.82M +$10.8K +88 +0.2%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$5.68M +$113K +920 +2%
CWM
180
Connecticut Wealth Management
Connecticut
$5.6M -$254K -2,069 -4%
EFS
181
Essex Financial Services
Connecticut
$5.54M +$150K +1,222 +3%
1IA
182
1834 Investment Advisors
Wisconsin
$5.54M -$1.04M -8,494 -16%
SPC
183
Sigma Planning Corp
Michigan
$5.4M -$1.54M -12,572 -22%
TPW
184
TL Private Wealth
Texas
$5.28M +$7.15K +59 +0.1%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$5.25M +$4.59M +37,432 +692%
AWM
186
AE Wealth Management
Kansas
$5.23M -$5.64K -46 -0.1%
DC
187
Davenport & Co
Virginia
$5.21M -$108K -884 -2%
CTC
188
Central Trust Company
Missouri
$5.2M -$86.7K -707 -2%
FF
189
Financial Futures
New Jersey
$5.03M +$180K +1,467 +4%
CA
190
Cetera Advisors
Colorado
$5.03M +$248K +2,026 +5%
FHA
191
First Horizon Advisors
Tennessee
$5.02M -$76.5K -624 -2%
CWMGP
192
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5M -$4.03M -32,906 -45%
AT
193
American Trust
Kentucky
$4.99M -$33.6K -274 -0.7%
TC
194
Trilogy Capital
California
$4.96M +$370K +2,934 +8%
CHA
195
Carmichael Hill & Associates
Maryland
$4.94M +$429K +3,501 +10%
ECM
196
ExodusPoint Capital Management
New York
$4.93M +$4.93M +40,201 New
NL
197
NWAM LLC
Washington
$4.89M -$516K -4,213 -10%
CFGS
198
Concourse Financial Group Securities
Alabama
$4.86M -$4.39M -35,834 -47%
NEPWA
199
New England Private Wealth Advisors
Massachusetts
$4.84M -$268K -2,186 -5%
E
200
ETFidea
New York
$4.8M -$171K -1,394 -3%
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