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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 %
SPA
451
Sentinel Pension Advisors
Massachusetts
$1.17M +$85.6K +684 +8%
FPGK
452
Financial Partners Group (Kansas)
Kansas
$1.16M -$203K -1,564 -15%
SA
453
SRH Advisors
Kansas
$1.16M – – –
CIA
454
Compass Ion Advisors
Pennsylvania
$1.16M -$40.5K -324 -3%
APIM
455
Agate Pass Investment Management
Washington
$1.15M +$8.51K +68 +0.7%
Lido Advisors
456
Lido Advisors
California
$1.14M -$14.3K -114 -1%
AWM
457
Atticus Wealth Management
Florida
$1.14M +$4.75K +38 +0.4%
IGWM
458
ICA Group Wealth Management
Colorado
$1.13M -$262K -2,095 -19%
VCA
459
Verdence Capital Advisors
Maryland
$1.13M +$32.8K +262 +3%
WP
460
Westmount Partners
California
$1.12M +$1.12M +8,977 New
SHFA
461
SC&H Financial Advisors
Maryland
$1.12M +$3.88K +31 +0.3%
VWM
462
Venturi Wealth Management
Texas
$1.11M +$12.1K +97 +1%
LA
463
Legacy Advisors
Pennsylvania
$1.11M -$33K -264 -3%
WF
464
Warner Financial
Maryland
$1.1M -$193K -1,540 -15%
AAG
465
Armstrong Advisory Group
Massachusetts
$1.1M +$1.1M +8,774 New
HNWAG
466
High Net Worth Advisory Group
Florida
$1.09M – – –
OIA
467
OneDigital Investment Advisors
Kansas
$1.08M -$21.9K -175 -2%
CCG
468
Cypress Capital Group
Florida
$1.08M +$301K +2,405 +39%
MSWMA
469
Market Street Wealth Management Advisors
Indiana
$1.07M -$158K -1,265 -13%
STA
470
Summit Trail Advisors
New York
$1.07M – – –
OBWP
471
O'Brien Wealth Partners
Massachusetts
$1.07M -$58.1K -464 -5%
LDB
472
Lee, Danner & Bass
Tennessee
$1.06M +$162K +1,295 +18%
SIG
473
Spinnaker Investment Group
California
$1.05M +$24.5K +196 +2%
IAS
474
Insigneo Advisory Services
Florida
$1.04M +$1.04M +8,277 New
MC
475
Mathes Company
New York
$1.03M – – –
17 18
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