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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.

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
1
Arete Wealth Advisors
Illinois
$1.04B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$385M
3
Bank of America
3
Bank of America
North Carolina
$1.22B
4
LPL Financial
4
LPL Financial
California
$420M
5
Ameriprise
5
Ameriprise
Minnesota
$470M

Top Sellers

1
GAMA
1
Graticule Asia Macro Advisors
New York
$0
2
CCA
2
Column Capital Advisors
Indiana
$350K
3
MWA
3
Meridian Wealth Advisors
Texas
$7.87M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
FCH
5
Freestone Capital Holdings
Washington
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$80M 639,448 +79,781 +14%
CIA
27
Capital Investment Advisors
Georgia
$75.4M 602,321 +2,734 +0.5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$67.1M 536,233 +76,142 +17%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$63.4M 506,598 +70,436 +16%
Creative Planning
30
Creative Planning
Kansas
$58.1M 464,102 -16,047 -3%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$57.1M 456,578 +62,586 +16%
Goldman Sachs
32
Goldman Sachs
New York
$57.1M 456,402 +5,000 +1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$57.1M 456,216 -6,349 -1%
Mariner
34
Mariner
Kansas
$51.8M 412,943 +290,837 +238%
LW
35
Linscomb Wealth
Texas
$51.5M 411,814 +2,171 +0.5%
MB
36
Mizuho Bank
Japan
$47.5M 380,000 – –
UCFA
37
United Capital Financial Advisors
Texas
$46.9M 374,961 +1,372 +0.4%
CAN
38
Cetera Advisor Networks
California
$46.2M 369,314 +33,269 +10%
BCI
39
Brinker Capital Investments
Pennsylvania
$44.8M 357,855 -4,810 -1%
ERWM
40
Elk River Wealth Management
Colorado
$44.6M 356,660 +22,454 +7%
MGIA
41
Moneta Group Investment Advisors
Missouri
$43.4M 335,188 -7,440 -2%
JSAM
42
J. Safra Asset Management
New York
$40.6M 324,275 +281,356 +656%
BFS
43
Bard Financial Services
Connecticut
$36.1M 288,387 -965 -0.3%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$34.9M 278,924 +150,877 +118%
ODG
45
O'Dell Group
Ohio
$34.1M 272,191 +722 +0.3%
MSA
46
Marino Stram & Associates
Massachusetts
$33M 263,775 +12,276 +5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$32.3M 256,701 +33,527 +15%
CA
48
Clearstead Advisors
Ohio
$32M 255,848 +89,101 +53%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$30.2M 241,105 +71,885 +42%
GLLW
50
Graves Light Lenhart Wealth
Virginia
$29M 232,134 +2,246 +1%
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