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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.

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
1
Houlihan Financial Resource Group
Virginia
$145M
2
JIC
2
Joel Isaacson & Co
New York
$286M
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.97M
5
ECM
5
ExodusPoint Capital Management
New York
$4.93M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
MCC
2
Money Concepts Capital
Florida
$220K
3
3AM
3
3EDGE Asset Management
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$285M
5
Wells Fargo
5
Wells Fargo
California
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.17B 9,541,548 -125,059 -1%
Morgan Stanley
2
Morgan Stanley
New York
$679M 5,535,405 -12,243 -0.2%
Ameriprise
3
Ameriprise
Minnesota
$430M 3,512,924 -43,519 -1%
LPL Financial
4
LPL Financial
California
$401M 3,270,237 -119,013 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$323M 2,634,058 -62,811 -2%
JIC
6
Joel Isaacson & Co
New York
$286M 2,335,155 +54,120 +2%
RJA
7
Raymond James & Associates
Florida
$285M 2,326,536 -227,471 -9%
Wells Fargo
8
Wells Fargo
California
$268M 2,187,913 -161,974 -7%
UBS Group
9
UBS Group
Switzerland
$255M 2,076,982 -54,944 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$230M 1,875,667 -135,888 -7%
RBA
11
Richard Bernstein Advisors
New York
$192M 1,563,645 +22,885 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$173M 1,407,997 -27,736 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$165M 1,347,323 -44,149 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$163M 1,329,342 +33,573 +3%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$153M 1,246,878 -153,385 -11%
Truist Financial
16
Truist Financial
North Carolina
$147M 1,202,104 +13,679 +1%
HFRG
17
Houlihan Financial Resource Group
Virginia
$145M 1,185,943 +1,144,098 +2,734%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$133M 1,086,479 +7,596 +0.7%
1SB
19
1ST Source Bank
Indiana
$111M 903,736 -31,844 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$107M 876,773 -4,952 -0.6%
V
21
Veritable
Delaware
$95.6M 780,010 +36,496 +5%
DWM
22
Destination Wealth Management
California
$83.6M 682,332 -778 -0.1%
MCM
23
MAI Capital Management
Ohio
$78M 636,065 +1,120 +0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$72.5M 591,597 -60,858 -9%
Vanguard Group
25
Vanguard Group
Pennsylvania
$63.1M 515,035 – –
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