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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
3
Huntington National Bank
Ohio
$23.7M
4
MWA
4
Meridian Wealth Advisors
Texas
$7.87M
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
276
Cerro Pacific Wealth Advisors
California
$2.92M -$15.3K -122 -0.5%
Citadel Advisors
277
Citadel Advisors
Florida
$2.89M -$2.17M -17,359 -43%
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$2.85M -$48.8K -390 -2%
GRP
279
Global Retirement Partners
California
$2.84M +$652K +5,211 +30%
TWC
280
TD Waterhouse Canada
Ontario, Canada
$2.8M -$35.4K -263 -1%
MA
281
Montag & Associates
Georgia
$2.79M -$356K -2,842 -11%
NEGWA
282
New England Guild Wealth Advisors
Connecticut
$2.79M -$2.75K -22 -0.1%
ACP
283
Aveo Capital Partners
Colorado
$2.76M -$574K -4,591 -17%
AWM
284
Apollon Wealth Management
South Carolina
$2.74M +$41.4K +331 +2%
KeyBank National Association
285
KeyBank National Association
Ohio
$2.74M -$39.8K -318 -1%
HTC
286
Haverford Trust Company
Pennsylvania
$2.72M -$751 -6 -0%
CAM
287
Cresset Asset Management
Illinois
$2.72M +$2.09K +24 +0.1%
ASC
288
Atalanta Sosnoff Capital
New York
$2.72M +$1.13M +9,072 +72%
YWP
289
YorkBridge Wealth Partners
New York
$2.71M +$305K +2,437 +13%
LRWA
290
Long Run Wealth Advisors
New York
$2.69M -$14.5K -116 -0.5%
NCM
291
Narwhal Capital Management
Georgia
$2.68M +$485K +3,880 +22%
GW
292
GW & Wade
Massachusetts
$2.63M +$3K +24 +0.1%
ATC
293
Argent Trust Co
Tennessee
$2.63M -$100K -800 -4%
CB
294
Cadence Bank
Mississippi
$2.6M +$18.9K +151 +0.7%
LNB
295
Ledyard National Bank
$2.58M -$44.3K -354 -2%
IWC
296
Integrated Wealth Concepts
Massachusetts
$2.57M -$114K -911 -4%
DW
297
Domani Wealth
Pennsylvania
$2.56M -$6.13K -49 -0.2%
USCWA
298
U.S. Capital Wealth Advisors
Texas
$2.52M +$48.3K +386 +2%
BBWP
299
Beacon Bridge Wealth Partners
Pennsylvania
$2.5M +$2.5M +20,008 New
MAWCM
300
Mine & Arao Wealth Creation & Management
California
$2.49M +$18.1K +145 +0.7%
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