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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 %
AM
401
AGF Management
Ontario, Canada
$1.46M +$1.46M +11,633 New
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$1.45M +$8.26K +66 +0.6%
TCM
403
Tufton Capital Management
Maryland
$1.45M -$19.4K -155 -1%
PAG
404
Private Advisor Group
New Jersey
$1.44M -$189K -22,522 -12%
RVPG
405
Relative Value Partners Group
$1.44M – – –
EA
406
Eudaimonia Advisors
Tennessee
$1.44M +$4.75K +38 +0.3%
DCM
407
Donaldson Capital Management
Indiana
$1.43M -$1.38K -11 -0.1%
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$1.43M +$129K +1,035 +10%
ACM
409
Ategra Capital Management
Virginia
$1.43M -$146K -1,165 -9%
DWMG
410
DB Wealth Management Group
California
$1.42M +$31.5K +252 +2%
HF
411
Halpern Financial
Virginia
$1.41M – – –
ACA
412
Aptus Capital Advisors
Alabama
$1.41M -$330K -2,634 -19%
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$1.39M +$38.3K +306 +3%
SS
414
Sunbelt Securities
Texas
$1.39M +$3.38K +27 +0.2%
CL
415
Choreo LLC
Illinois
$1.39M +$7.01K +56 +0.5%
BHWM
416
Bar Harbor Wealth Management
New Hampshire
$1.38M – – –
ANTB
417
AMG National Trust Bank
Colorado
$1.37M -$12.5K -100 -0.9%
PFP
418
Pinnacle Financial Partners
Tennessee
$1.37M -$49K -392 -3%
RMAM
419
Raab & Moskowitz Asset Management
New Jersey
$1.36M -$27.5K -220 -2%
IRC
420
Investors Research Corp
Georgia
$1.36M +$201K +1,604 +17%
PAM
421
Palisade Asset Management
Minnesota
$1.36M +$123K +981 +10%
SAG
422
SageView Advisory Group
California
$1.36M +$1.36M +10,857 New
FMN
423
Financial Management Network
California
$1.35M -$112K -880 -8%
HWM
424
Howard Wealth Management
Connecticut
$1.32M +$6.88K +55 +0.5%
BFC
425
Blue Fin Capital
Rhode Island
$1.31M – – –
15 16
17
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