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

Top Sellers

1
GAMA
Graticule Asia Macro Advisors
New York
$0
2
CCA
Column Capital Advisors
Indiana
$350K
3
HNB
Huntington National Bank
Ohio
$23.7M
4
MWA
Meridian Wealth Advisors
Texas
$7.87M
5
PWM
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
PDS Planning
Ohio
$2.1M -$54.9K -439 -3%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$2.1M -$49.5K -396 -2%
PSP
328
Principal Street Partners
Tennessee
$2.1M +$14.9K +119 +0.7%
SW
329
SlateStone Wealth
Florida
$2.09M +$557K +4,455 +36%
Bessemer Group
330
Bessemer Group
New Jersey
$2.07M – – –
AWM
331
Axxcess Wealth Management
California
$2.06M +$779K +6,225 +61%
VA
332
Valmark Advisers
Ohio
$2.06M +$339K +2,706 +20%
BTWM
333
Baker Tilly Wealth Management
Wisconsin
$2.04M +$2.25K +18 +0.1%
SWM
334
Spire Wealth Management
Virginia
$2.03M +$87.5K +699 +5%
CAM
335
Cozad Asset Management
Illinois
$2.03M – – –
FFS
336
Founders Financial Securities
Maryland
$2M +$859K +6,865 +75%
BJL
337
Brighton Jones LLC
Washington
$1.99M -$311K -2,486 -14%
FFP
338
Forbes Financial Planning
Rhode Island
$1.99M – – –
BFPW
339
BOK Financial Private Wealth
Colorado
$1.99M -$261K -2,089 -12%
SBH
340
Segall Bryant & Hamill
Illinois
$1.99M – – –
BPA
341
Beacon Pointe Advisors
California
$1.98M +$257K +2,058 +15%
MCP
342
Martin Capital Partners
Oregon
$1.97M +$1.46M +11,699 +290%
LWAC
343
Laurel Wealth Advisors (California)
California
$1.97M +$108K +862 +6%
HI
344
Horizon Investments
North Carolina
$1.95M +$795K +6,352 +69%
AWM
345
Aberdeen Wealth Management
Illinois
$1.94M -$45.5K -364 -2%
IAN
346
Integrated Advisors Network
Texas
$1.92M +$101K +808 +6%
SFB
347
STAR Financial Bank
Indiana
$1.92M +$1.92M +15,334 New
WPC
348
White Pine Capital
Minnesota
$1.92M +$20.6K +165 +1%
AIA
349
Alera Investment Advisors
Illinois
$1.91M – – –
BO
350
Bank OZK
Arkansas
$1.91M +$25.6K +205 +1%
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14
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