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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 %
AWM
176
AE Wealth Management
Kansas
$5.64M +$321K +2,590 +6%
CA
177
Cornerstone Advisory
Maryland
$5.58M -$572K -4,579 -9%
WTC
178
WhitTier Trust Company
Nevada
$5.54M -$419K -3,350 -7%
SF
179
Synovus Financial
Georgia
$5.51M -$3.08M -24,667 -36%
Deutsche Bank
180
Deutsche Bank
Germany
$5.47M -$2.47M -19,790 -31%
MCA
181
MSH Capital Advisors
Arizona
$5.46M +$1.48M +11,848 +37%
AAS
182
Ameritas Advisory Services
Nebraska
$5.45M -$1.56M -12,478 -22%
CFGS
183
Concourse Financial Group Securities
Alabama
$5.37M +$82.2K +658 +2%
EFS
184
Essex Financial Services
Connecticut
$5.35M -$133K -1,063 -2%
HFRG
185
Houlihan Financial Resource Group
Virginia
$5.35M +$45K +360 +0.8%
TC
186
Trilogy Capital
California
$5.3M +$107K +859 +2%
CHA
187
Carmichael Hill & Associates
Maryland
$5.29M -$27.5K -220 -0.5%
CTC
188
Central Trust Company
Missouri
$5.22M -$62.2K -498 -1%
CA
189
Cetera Advisors
Colorado
$5.09M +$121K +967 +2%
FHA
190
First Horizon Advisors
Tennessee
$5.07M -$63.7K -510 -1%
IC
191
IEQ Capital
California
$5.07M +$70.4K +563 +1%
CWMGP
192
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.95M -$43.2K -346 -0.9%
AT
193
American Trust
Kentucky
$4.94M -$45.6K -365 -0.9%
SQA
194
Simon Quick Advisors
New Jersey
$4.91M +$272K +2,175 +6%
NL
195
NWAM LLC
Washington
$4.91M -$58.2K -466 -1%
MAM
196
Madison Asset Management
Wisconsin
$4.88M +$1.74M +13,952 +56%
IA
197
IFG Advisory
Georgia
$4.86M +$153K +1,224 +3%
GL
198
Graypoint LLC
New York
$4.73M -$1.28M -10,224 -21%
TCA
199
Transcend Capital Advisors
New Jersey
$4.73M +$1.74M +13,902 +58%
VWM
200
Valley Wealth Managers
New Jersey
$4.68M -$58.4K -467 -1%
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