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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 %
Lido Advisors
176
Lido Advisors
California
$5.34M -$480K -4,170 -8%
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$5.27M +$37K +328 +0.7%
BCM
178
Brookstone Capital Management
Illinois
$5.25M -$1.09M -9,664 -17%
CWM
179
Connecticut Wealth Management
Connecticut
$5.24M -$12K -104 -0.2%
TPW
180
TL Private Wealth
Texas
$5.09M +$122K +1,067 +2%
EFS
181
Essex Financial Services
Connecticut
$5.05M -$154K -1,335 -3%
AWM
182
AE Wealth Management
Kansas
$4.94M +$27.3K +237 +0.6%
RIA
183
Retirement Investment Advisors
Oklahoma
$4.93M -$1.3M -11,307 -21%
FF
184
Financial Futures
New Jersey
$4.92M +$205K +1,785 +4%
CHA
185
Carmichael Hill & Associates
Maryland
$4.89M +$260K +2,264 +6%
CFGS
186
Concourse Financial Group Securities
Alabama
$4.87M +$306K +2,662 +7%
CTC
187
Central Trust Company
Missouri
$4.86M -$18.5K -161 -0.4%
HFRG
188
Houlihan Financial Resource Group
Virginia
$4.83M -$130M -1,143,489 -96%
TC
189
Trilogy Capital
California
$4.78M +$256K +2,226 +6%
FHA
190
First Horizon Advisors
Tennessee
$4.73M +$20.4K +177 +0.4%
IC
191
IEQ Capital
California
$4.6M +$1.98M +17,196 +75%
CWMGP
192
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.6M -$90.1K -783 -2%
AT
193
American Trust
Kentucky
$4.59M -$87.4K -760 -2%
CA
194
Cetera Advisors
Colorado
$4.58M -$138K -1,202 -3%
NL
195
NWAM LLC
Washington
$4.57M -$16.7K -145 -0.4%
NEPWA
196
New England Private Wealth Advisors
Massachusetts
$4.49M -$50K -435 -1%
EWA
197
EP Wealth Advisors
California
$4.48M +$3.7M +32,162 +472%
DC
198
Davenport & Co
Virginia
$4.4M -$485K -4,218 -10%
VWM
199
Valley Wealth Managers
New Jersey
$4.36M -$52.4K -456 -1%
IA
200
IFG Advisory
Georgia
$4.33M -$13.2K -115 -0.3%
6 7
8
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