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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 %
EWA
201
EP Wealth Advisors
California
$4.59M -$282K -2,259 -6%
PWW
202
Pettyjohn Wood & White
Virginia
$4.59M -$16.9K -135 -0.4%
FFP
203
Forbes Financial Planning
Rhode Island
$4.53M +$204K +1,629 +5%
PD
204
Planning Directions
Pennsylvania
$4.53M -$1.65M -13,194 -27%
BPA
205
Beacon Pointe Advisors
California
$4.53M -$1.36M -10,907 -23%
FCM
206
Firestone Capital Management
Florida
$4.49M +$8.25K +66 +0.2%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$4.48M +$222K +1,776 +5%
ARC
208
Advisor Resource Council
Texas
$4.45M +$3.93M +31,444 +749%
NEPWA
209
New England Private Wealth Advisors
Massachusetts
$4.31M -$569K -4,551 -12%
First Trust Advisors
210
First Trust Advisors
Illinois
$4.31M +$2.18M +17,451 +103%
LF
211
LifeSteps Financial
California
$4.23M -$48.1K -385 -1%
SW
212
SVB Wealth
Massachusetts
$4.17M -$90.7K -726 -2%
FA
213
FDx Advisors
Illinois
$4.12M -$128K -1,023 -3%
BlackRock
214
BlackRock
New York
$4.1M -$395K -3,157 -9%
SYBT
215
Stock Yards Bank & Trust
Kentucky
$4.09M -$227K -1,816 -5%
FTUS
216
Flow Traders U.S.
New York
$4.09M +$3.52M +28,131 +617%
HWAM
217
Hennion & Walsh Asset Management
New Jersey
$4.07M +$4.07M +32,604 New
PCIA
218
Prime Capital Investment Advisors
Kansas
$4.01M -$2.11M -16,902 -35%
FCH
219
Freestone Capital Holdings
Washington
$4.01M -$81K -648 -2%
MWA
220
Meridian Wealth Advisors
Texas
$3.96M -$659K -5,272 -14%
DC
221
Davenport & Co
Virginia
$3.95M -$832K -6,654 -17%
UBG
222
United Bank (Georgia)
Georgia
$3.91M -$11.5K -92 -0.3%
PIA
223
Perennial Investment Advisors
California
$3.87M +$94.7K +758 +3%
GRP
224
Global Retirement Partners
California
$3.86M +$178K +1,443 +5%
WIM
225
Westside Investment Management
California
$3.86M -$168K -1,346 -4%
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