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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.

Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.7%
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
1
Pathstone Family Office
New Jersey
$92.2M
2
CIA
2
Capital Investment Advisors
Georgia
$68M
3
CA
3
Clearstead Advisors
Ohio
$65.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$170M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$4.83M
2
V
2
Veritable
Delaware
$0
3
Ameriprise
3
Ameriprise
Minnesota
$350M
4
Bank of America
4
Bank of America
North Carolina
$1.05B
5
BFS
5
Bard Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.05B 9,110,215 -431,333 -5%
Morgan Stanley
2
Morgan Stanley
New York
$605M 5,256,683 -278,722 -5%
LPL Financial
3
LPL Financial
California
$369M 3,209,437 -60,800 -2%
Ameriprise
4
Ameriprise
Minnesota
$350M 3,045,739 -467,185 -13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$304M 2,644,815 +10,757 +0.4%
JIC
6
Joel Isaacson & Co
New York
$273M 2,370,763 +35,608 +2%
RJA
7
Raymond James & Associates
Florida
$264M 2,297,704 -28,832 -1%
Wells Fargo
8
Wells Fargo
California
$239M 2,077,142 -110,771 -5%
UBS Group
9
UBS Group
Switzerland
$222M 1,926,234 -150,748 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$206M 1,789,140 -86,527 -5%
RBA
11
Richard Bernstein Advisors
New York
$173M 1,507,543 -56,102 -4%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$170M 1,478,260 +231,382 +19%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$153M 1,329,435 -78,562 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$147M 1,276,662 -70,661 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$129M 1,117,895 -211,447 -16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$128M 1,112,783 +26,304 +2%
Truist Financial
17
Truist Financial
North Carolina
$128M 1,110,282 -91,822 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$107M 927,831 +51,058 +6%
1SB
19
1ST Source Bank
Indiana
$101M 875,826 -27,910 -3%
PFO
20
Pathstone Family Office
New Jersey
$92.2M 801,808 +783,682 +4,324%
DWM
21
Destination Wealth Management
California
$80.6M 701,103 +18,771 +3%
CIA
22
Capital Investment Advisors
Georgia
$68M 590,921 +590,921 New
HighTower Advisors
23
HighTower Advisors
Illinois
$66.5M 577,934 -13,663 -2%
CA
24
Clearstead Advisors
Ohio
$65.7M 571,272 +286,494 +101%
MCM
25
MAI Capital Management
Ohio
$65.2M 566,904 -69,161 -11%
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