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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 %
MWA
201
Meridian Wealth Advisors
Texas
$4.75M -$1.88M -15,338 -28%
VWM
202
Valley Wealth Managers
New Jersey
$4.7M -$140K -1,141 -3%
UWM
203
USAdvisors Wealth Management
Minnesota
$4.68M +$4.31K +35 +0.1%
IA
204
IFG Advisory
Georgia
$4.63M -$56.4K -460 -1%
PWW
205
Pettyjohn Wood & White
Virginia
$4.59M -$26.8K -219 -0.6%
IWC
206
Integrated Wealth Concepts
Massachusetts
$4.57M -$213K -1,741 -4%
EWA
207
EP Wealth Advisors
California
$4.52M -$2.11M -3,181 -32%
AWS
208
AJ Wealth Strategies
New York
$4.5M -$541K -4,415 -11%
NF
209
Nvest Financial
New Hampshire
$4.42M -$316K -2,574 -7%
SQA
210
Simon Quick Advisors
New Jersey
$4.4M -$30.4K -248 -0.7%
FCM
211
Firestone Capital Management
Florida
$4.36M +$38.1K +309 +0.9%
SMFG
212
Sumitomo Mitsui Financial Group
Japan
$4.28M -$366K -2,987 -8%
FCH
213
Freestone Capital Holdings
Washington
$4.28M -$1.03M -8,402 -19%
LF
214
LifeSteps Financial
California
$4.22M -$139K -1,131 -3%
FFP
215
Forbes Financial Planning
Rhode Island
$4.2M +$32.1K +262 +0.8%
CT
216
Coastline Trust
Rhode Island
$4.16M -$277K -2,257 -6%
CA
217
CoreCap Advisors
Michigan
$4.14M +$4.14M +33,739 New
SYBT
218
Stock Yards Bank & Trust
Kentucky
$4.07M +$65.6K +535 +2%
WIM
219
Westside Investment Management
California
$4M -$1.72M -14,049 -30%
CAM
220
Cresset Asset Management
Illinois
$3.99M +$117K +952 +3%
AAS
221
Ameritas Advisory Services
Nebraska
$3.92M -$3.13M -26,013 -44%
SW
222
SVB Wealth
Massachusetts
$3.91M -$1.34M -10,955 -26%
UBG
223
United Bank (Georgia)
Georgia
$3.9M +$27.3K +223 +0.7%
SIG
224
Stonegate Investment Group
Alabama
$3.89M +$188K +1,535 +5%
GB
225
Gunma Bank
Japan
$3.8M – – –
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9
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