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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 %
BSW
351
Buckingham Strategic Wealth
Missouri
$1.9M -$168K -1,340 -8%
OPS
352
Orion Portfolio Solutions
Nebraska
$1.89M +$1.49M +11,908 +376%
KPWS
353
Kestra Private Wealth Services
Texas
$1.88M -$18K -144 -0.9%
LIA
354
LS Investment Advisors
Michigan
$1.86M -$6.01K -48 -0.3%
PWP
355
Pursue Wealth Partners
California
$1.85M +$125K +1,000 +7%
LPAM
356
Lodestar Private Asset Management
California
$1.85M +$1.85M +14,767 New
MSWM
357
McGlone Suttner Wealth Management
Wisconsin
$1.84M +$1.84M +14,707 New
AC
358
Abbrea Capital
California
$1.83M +$26.3K +210 +1%
TW
359
Transform Wealth
Colorado
$1.83M -$123K -985 -6%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$1.82M -$9.3M -74,359 -84%
SIG
361
Stonegate Investment Group
Alabama
$1.82M +$6.26K +50 +0.3%
PA
362
PSI Advisors
Florida
$1.81M -$45.7K -365 -2%
DT
363
Diversified Trust
Tennessee
$1.8M +$1.11M +8,838 +160%
JWM
364
Jeppson Wealth Management
California
$1.79M -$255K -2,041 -12%
Renaissance Technologies
365
Renaissance Technologies
New York
$1.79M -$500K -4,000 -22%
HFA
366
High Falls Advisors
New York
$1.79M -$344K -2,751 -16%
LEFP
367
Leading Edge Financial Planning
Tennessee
$1.78M +$1.78M +14,225 New
SMA
368
Sage Mountain Advisors
Georgia
$1.74M – – –
LFAS
369
Level Four Advisory Services
Texas
$1.73M +$777K +6,213 +81%
PAM
370
Peak Asset Management
Colorado
$1.73M +$3.13K +25 +0.2%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$1.72M +$230K +1,838 +15%
BS
372
Boenning & Scattergood
Pennsylvania
$1.72M -$125K -977 -7%
MLFP
373
MPS Loria Financial Planners
Illinois
$1.69M -$16.1K -129 -0.9%
AI
374
Atria Investments
North Carolina
$1.63M +$71.7K +573 +5%
MF
375
Meridian Financial
Massachusetts
$1.63M +$10.8K +86 +0.7%
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