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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 %
FFM
376
Forum Financial Management
Illinois
$1.63M +$1.31M +10,467 +409%
NP
377
NorthRock Partners
Minnesota
$1.62M +$92.5K +739 +6%
ECM
378
Evergreen Capital Management
Washington
$1.6M +$823K +6,575 +105%
HCM
379
Highview Capital Management
Illinois
$1.6M +$852K +6,812 +114%
GWM
380
Geneos Wealth Management
Colorado
$1.6M -$27.8K -222 -2%
PA
381
Pinnacle Associates
New York
$1.6M +$181K +1,450 +13%
HCM
382
Hollencrest Capital Management
California
$1.59M +$56.9K +455 +4%
FHB
383
First Hawaiian Bank
Hawaii
$1.58M – – –
AC
384
Addison Capital
Pennsylvania
$1.58M -$1.88K -15 -0.1%
ICG
385
InterOcean Capital Group
Tennessee
$1.57M -$25K -200 -2%
IF
386
Intrua Financial
Texas
$1.57M +$102K +816 +7%
AL
387
Aspiriant LLC
California
$1.55M +$43.8K +350 +3%
Betterment LLC
388
Betterment LLC
New York
$1.55M +$1.55M +12,405 New
TCOV
389
Trust Company of Vermont
Vermont
$1.54M -$43.9K -351 -3%
HC
390
Hourglass Capital
Texas
$1.53M +$216K +1,730 +16%
PVAMC
391
PPS&V Asset Management Consultants
Michigan
$1.53M +$1.53M +12,217 New
DC
392
Destiny Capital
Colorado
$1.53M +$1.53M +12,006 New
APA
393
Astoria Portfolio Advisors
New York
$1.52M +$340K +2,682 +29%
KFS
394
Kaizen Financial Strategies
California
$1.5M +$499K +3,850 +50%
BFG
395
Bouchey Financial Group
New York
$1.5M – – –
CAAS
396
Capital Asset Advisory Services
Michigan
$1.5M -$980K -7,837 -40%
TCFP
397
Treasure Coast Financial Planning
Florida
$1.49M +$859K +6,870 +136%
FA
398
Flagstar Advisors
New York
$1.49M -$82K -655 -5%
APP
399
Avantax Planning Partners
Iowa
$1.47M -$337K -2,692 -19%
SFPG
400
Stonebridge Financial Planning Group
Florida
$1.46M -$11.9K -95 -0.8%
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