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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 %
SQA
201
Simon Quick Advisors
New Jersey
$4.27M +$147K +1,277 +4%
MWA
202
Meridian Wealth Advisors
Texas
$4.25M -$203K -1,767 -5%
PWW
203
Pettyjohn Wood & White
Virginia
$4.24M -$70.7K -615 -2%
UWM
204
USAdvisors Wealth Management
Minnesota
$4.18M -$196K -1,705 -4%
IWC
205
Integrated Wealth Concepts
Massachusetts
$4.15M -$144K -1,255 -3%
BlackRock
206
BlackRock
New York
$4.14M +$1.24M +10,761 +43%
FCM
207
Firestone Capital Management
Florida
$4.12M +$52.8K +459 +1%
FFP
208
Forbes Financial Planning
Rhode Island
$3.98M +$48.3K +420 +1%
E
209
ETFidea
New York
$3.98M -$524K -4,559 -12%
SYBT
210
Stock Yards Bank & Trust
Kentucky
$3.97M +$154K +1,335 +4%
SPC
211
Sigma Planning Corp
Michigan
$3.96M -$1.11M -9,611 -22%
NF
212
Nvest Financial
New Hampshire
$3.95M -$201K -1,749 -5%
LF
213
LifeSteps Financial
California
$3.94M -$19.9K -173 -0.5%
PSP
214
Principal Street Partners
Tennessee
$3.93M +$1.98M +17,199 +101%
SW
215
SVB Wealth
Massachusetts
$3.92M +$258K +2,242 +7%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$3.92M +$3.92M +34,061 New
FA
217
FDx Advisors
Illinois
$3.91M -$1.69M -14,694 -30%
FCH
218
Freestone Capital Holdings
Washington
$3.76M -$254K -2,206 -6%
WIM
219
Westside Investment Management
California
$3.71M -$40.5K -352 -1%
MCA
220
MSH Capital Advisors
Arizona
$3.66M +$315K +2,741 +9%
SIG
221
Stonegate Investment Group
Alabama
$3.63M -$19.8K -172 -0.5%
UBG
222
United Bank (Georgia)
Georgia
$3.61M -$50.4K -438 -1%
CAM
223
Cresset Asset Management
Illinois
$3.59M -$155K -1,349 -4%
CA
224
CoreCap Advisors
Michigan
$3.59M -$295K -2,564 -8%
GSIAS
225
Garden State Investment Advisory Services
New Jersey
$3.5M -$3.99M -34,669 -53%
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