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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.

Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.66%
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
1
Vanguard Group
Pennsylvania
$63.7M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$46.3M
3
MCC
3
Money Concepts Capital
Florida
$20.6M
4
HCM
4
Hollencrest Capital Management
California
$20.4M
5
CG
5
Colony Group
Massachusetts
$24.9M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$173M
2
AssetMark Inc
2
AssetMark Inc
California
$43.7K
3
Morgan Stanley
3
Morgan Stanley
New York
$686M
4
Ameriprise
4
Ameriprise
Minnesota
$440M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$42.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.2B 9,666,607 -65,906 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$686M 5,547,648 -263,286 -5%
Ameriprise
3
Ameriprise
Minnesota
$440M 3,556,443 -196,361 -5%
LPL Financial
4
LPL Financial
California
$419M 3,389,250 +30,231 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$334M 2,696,869 -2,563 -0.1%
RJA
6
Raymond James & Associates
Florida
$316M 2,554,007 -31,376 -1%
Wells Fargo
7
Wells Fargo
California
$291M 2,349,887 +11,424 +0.5%
JIC
8
Joel Isaacson & Co
New York
$282M 2,281,035 +67,928 +3%
UBS Group
9
UBS Group
Switzerland
$264M 2,131,926 -60,881 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$249M 2,011,555 -56,969 -3%
RBA
11
Richard Bernstein Advisors
New York
$191M 1,540,760 +68,437 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$178M 1,435,733 -59,866 -4%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$173M 1,400,263 -1,673,103 -54%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$160M 1,295,769 +10,414 +0.8%
Truist Financial
15
Truist Financial
North Carolina
$147M 1,188,425 -233 -0%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$133M 1,078,883 +25,725 +2%
1SB
17
1ST Source Bank
Indiana
$116M 935,580 -62,457 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$109M 881,725 -157,494 -15%
V
19
Veritable
Delaware
$92M 743,514 -10,323 -1%
DWM
20
Destination Wealth Management
California
$84.5M 683,110 +4,256 +0.6%
HighTower Advisors
21
HighTower Advisors
Illinois
$80.7M 652,455 -45,564 -7%
MCM
22
MAI Capital Management
Ohio
$78.5M 634,945 -4,503 -0.7%
MML Investors Services
23
MML Investors Services
Massachusetts
$77.8M 628,549 -42,016 -6%
CIA
24
Capital Investment Advisors
Georgia
$75.1M 606,913 +4,592 +0.8%
Goldman Sachs
25
Goldman Sachs
New York
$64.2M 519,188 +62,786 +14%
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