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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
+$345M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$152M
3
Bank of America
Bank of America
North Carolina
+$65.3M
4
LPL Financial
LPL Financial
California
+$55.5M
5
Ameriprise
Ameriprise
Minnesota
+$48.9M

Top Sellers

1
GAMA
Graticule Asia Macro Advisors
New York
-$26.1M
2
CCA
Column Capital Advisors
Indiana
-$25.1M
3
HNB
Huntington National Bank
Ohio
-$21.7M
4
MWA
Meridian Wealth Advisors
Texas
-$12M
5
PWM
PRW Wealth Management
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
426
Private Wealth Group
Florida
$1.3M +$127K +1,014 +11%
IA
427
IFP Advisors
Florida
$1.29M -$71.3K -905 -5%
MWM
428
McNaughton Wealth Management
California
$1.28M +$56.6K +452 +5%
TFS
429
Thoroughbred Financial Services
Tennessee
$1.28M +$600K +4,801 +88%
WFAG
430
Wescott Financial Advisory Group
Pennsylvania
$1.28M +$8.13K +65 +0.6%
PSF
431
Pacific Sun Financial
California
$1.26M -$26.9K -215 -2%
RIA
432
Realta Investment Advisors
Delaware
$1.25M +$25.9K +207 +2%
WB
433
West Bancorporation
Iowa
$1.25M +$25.1K +201 +2%
KOC
434
Koss-Olinger Consulting
Florida
$1.25M +$375 +3 +0%
GT
435
Glenmede Trust
Pennsylvania
$1.24M – – –
RIA
436
Richwood Investment Advisors
Ohio
$1.22M -$15K -120 -1%
TA
437
TFG Advisers
Michigan
$1.22M +$47.7K +381 +4%
PIMG
438
Patriot Investment Management Group
Tennessee
$1.22M -$12.8K -100 -1%
CAI
439
Capital Advisors Inc
Oklahoma
$1.22M – – –
VWA
440
V Wealth Advisors
Kansas
$1.21M -$161K -1,289 -12%
TF
441
TIAA FSB
Florida
$1.2M -$88.6K -708 -7%
HGWM
442
Horst & Graben Wealth Management
Oregon
$1.19M +$33.2K +265 +3%
RWA
443
Rainsberger Wealth Advisors
Colorado
$1.19M +$40.4K +323 +4%
SMC
444
Smith, Moore & Co
Missouri
$1.19M +$32.8K +262 +3%
CCA
445
Conservest Capital Advisors
Pennsylvania
$1.19M +$1.19M +9,480 New
GKWIM
446
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$178K +1,423 +18%
NFC
447
Northeast Financial Consultants
Connecticut
$1.17M +$8.13K +65 +0.7%
R
448
Rebalance
California
$1.17M +$1.17M +9,367 New
NSLI
449
Nan Shan Life Insurance
Taiwan
$1.17M +$1.17M +9,320 New
AA
450
Ancora Advisors
Ohio
$1.17M +$20.4K +163 +2%
16 17
18
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