SDY icon

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 %
VVP
301
Venture Visionary Partners
Ohio
$2.47M +$2.47M +19,741 New
LOIM
302
Liberty One Investment Management
Illinois
$2.47M -$28.5K -228 -1%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$2.44M -$21.6K -173 -0.9%
IAIM
304
International Assets Investment Management
Florida
$2.41M +$1.19M +9,540 +98%
GVAG
305
Great Valley Advisor Group
Delaware
$2.41M +$391K +3,123 +19%
GPWA
306
Great Point Wealth Advisors
Massachusetts
$2.34M -$12.4K -99 -0.5%
CS
307
Comerica Securities
Michigan
$2.33M +$305K +2,439 +15%
PWP
308
Principle Wealth Partners
Connecticut
$2.32M – – –
AIFAIM
309
American Institute for Advanced Investment Management
Arizona
$2.3M +$102K +815 +5%
AG
310
Ascent Group
Virginia
$2.28M -$337K -2,692 -13%
OAM
311
Occidental Asset Management
California
$2.28M -$19K -152 -0.8%
EIG
312
Ellenbecker Investment Group
Wisconsin
$2.28M +$7.63K +61 +0.3%
CAG
313
Csenge Advisory Group
Florida
$2.24M -$29.4K -235 -1%
AF
314
Advisornet Financial
Minnesota
$2.24M +$224K +1,791 +11%
HCA
315
Harbour Capital Advisors
Virginia
$2.22M -$6.27K -50 -0.3%
SAM
316
Strategy Asset Managers
California
$2.22M +$375K +2,996 +20%
Prudential Financial
317
Prudential Financial
New Jersey
$2.19M -$522K -4,170 -19%
MFG
318
Merit Financial Group
Georgia
$2.19M +$1.65M +13,161 +305%
CIC
319
Carnegie Investment Counsel
Ohio
$2.18M +$231K +1,848 +12%
IA
320
Insight Advisors
Pennsylvania
$2.17M +$2.17M +17,281 New
BWM
321
Baystate Wealth Management
Massachusetts
$2.15M -$15.3K -122 -0.7%
SFG
322
StrategIQ Financial Group
Indiana
$2.13M -$82.3K -658 -4%
FT
323
Fiduciary Trust
Massachusetts
$2.12M +$235K +1,880 +12%
IP
324
Investment Partners
Ohio
$2.11M -$1.28M -10,209 -38%
ASN
325
Advisory Services Network
Georgia
$2.11M +$278K +2,222 +15%
11 12
13
14 15