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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,121 hedge funds and large institutions have $11.6B invested in SPDR S&P Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 44 closing their positions.

Holders
1,121
Holders Change
+97
Holders Change %
+9.47%
% of All Funds
18.09%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.11%
New
160
Increased
419
Reduced
307
Closed
44
Calls
$13.8M
Puts
$25.3M
Net Calls
-$11.5M
Net Calls Change
+$488K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.04B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$385M
3
Bank of America
3
Bank of America
North Carolina
$1.22B
4
LPL Financial
4
LPL Financial
California
$420M
5
Ameriprise
5
Ameriprise
Minnesota
$470M

Top Sellers

1
GAMA
1
Graticule Asia Macro Advisors
New York
$0
2
CCA
2
Column Capital Advisors
Indiana
$350K
3
MWA
3
Meridian Wealth Advisors
Texas
$7.87M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
FCH
5
Freestone Capital Holdings
Washington
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
226
Proficio Capital Partners
Massachusetts
$4.26M 34,082 -11,358 -25%
TC
227
Trilogy Capital
California
$4.23M 33,774 +29,079 +619%
SPC
228
Sigma Planning Corp
Michigan
$4.13M 32,994 -4,997 -13%
SYBT
229
Stock Yards Bank & Trust
Kentucky
$4.09M 32,706 +1,118 +4%
CPC
230
Consolidated Planning Corp
Georgia
$3.97M 31,750 -698 -2%
UBG
231
United Bank (Georgia)
Georgia
$3.95M 31,601 -299 -0.9%
PA
232
Parallel Advisors
California
$3.92M 31,314 +8,103 +35%
CT
233
Coastline Trust
Rhode Island
$3.84M 30,682 +2,574 +9%
MCC
234
Money Concepts Capital
Florida
$3.83M 30,595 +8,114 +36%
MBTD
235
Mechanics Bank - Trust Department
California
$3.79M 30,295 -545 -2%
JIC
236
Johnson Investment Counsel
Ohio
$3.73M 29,807 -221 -0.7%
MSAM
237
Moloney Securities Asset Management
Missouri
$3.65M 29,199 +718 +3%
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$3.64M 29,101 -215 -0.7%
T
239
TCWP
Ohio
$3.51M 28,090 -182 -0.6%
FWM
240
FSA Wealth Management
Massachusetts
$3.5M 27,986 -613 -2%
EWA
241
EverSource Wealth Advisors
Alabama
$3.49M 27,867 -258 -0.9%
BAM
242
Belpointe Asset Management
Nevada
$3.48M 27,819 +531 +2%
CF
243
Centaurus Financial
California
$3.46M 27,668 +394 +1%
RWMG
244
Redwood Wealth Management Group
New Jersey
$3.46M 27,649 +27,649 New
BRWA
245
B. Riley Wealth Advisors
Florida
$3.43M 27,425 +3,145 +13%
PWM
246
Perigon Wealth Management
California
$3.4M 27,154 +21,591 +388%
ES
247
Eagle Strategies
New York
$3.39M 27,099 -350 -1%
DBIA
248
Dumont & Blake Investment Advisors
New Jersey
$3.36M 26,887 +194 +0.7%
BMM
249
Berkshire Money Management
Massachusetts
$3.36M 26,835 -22,123 -45%
PIA
250
Perennial Investment Advisors
California
$3.35M 26,747 +6,657 +33%
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