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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
$46.3M
3
MCC
Money Concepts Capital
Florida
$20.6M
4
HCM
Hollencrest Capital Management
California
$20.4M
5
CG
Colony Group
Massachusetts
$24.9M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$173M
2
AssetMark Inc
AssetMark Inc
California
$43.7K
3
Morgan Stanley
Morgan Stanley
New York
$686M
4
Ameriprise
Ameriprise
Minnesota
$440M
5
HNB
Huntington National Bank
Ohio
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
201
SVB Wealth
Massachusetts
$5.3M +$684K +5,528 +15%
AWM
202
AE Wealth Management
Kansas
$5.29M -$174K -1,408 -3%
HFRG
203
Houlihan Financial Resource Group
Virginia
$5.18M -$99.2K -802 -2%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$5.15M +$46.3K +374 +0.9%
FHA
205
First Horizon Advisors
Tennessee
$5.14M -$339K -2,744 -6%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$5.13M +$742K +6,000 +17%
AWS
207
AJ Wealth Strategies
New York
$5.08M -$2.55M -20,634 -33%
AT
208
American Trust
Kentucky
$5.07M -$17.3K -140 -0.3%
E
209
ETFidea
New York
$5.02M +$570K +4,609 +13%
CGA
210
Crescent Grove Advisors
Illinois
$4.98M +$131K +1,059 +3%
TC
211
TownSquare Capital
Utah
$4.91M +$34.5K +279 +0.7%
FF
212
Financial Futures
New Jersey
$4.89M -$128K -1,034 -3%
VWM
213
Valley Wealth Managers
New Jersey
$4.89M -$191K -1,541 -4%
IWC
214
Integrated Wealth Concepts
Massachusetts
$4.83M +$2.29M +18,527 +90%
CA
215
Cetera Advisors
Colorado
$4.82M +$61.6K +498 +1%
NF
216
Nvest Financial
New Hampshire
$4.78M -$154K -1,248 -3%
IA
217
IFG Advisory
Georgia
$4.73M -$3.09K -25 -0.1%
AF
218
Allworth Financial
California
$4.71M -$459K -3,710 -9%
UWM
219
USAdvisors Wealth Management
Minnesota
$4.7M -$63K -509 -1%
SMFG
220
Sumitomo Mitsui Financial Group
Japan
$4.69M -$463K -3,740 -9%
PWW
221
Pettyjohn Wood & White
Virginia
$4.66M -$9.65K -78 -0.2%
CHA
222
Carmichael Hill & Associates
Maryland
$4.55M +$199K +1,608 +5%
TC
223
Trilogy Capital
California
$4.5M +$321K +2,593 +8%
CT
224
Coastline Trust
Rhode Island
$4.48M +$684K +5,526 +18%
SQA
225
Simon Quick Advisors
New Jersey
$4.47M -$1.4M -11,350 -24%
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