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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 %
MA
476
MKT Advisors
California
$1.03M +$3.1K +24 +0.3%
PTC
477
Private Trust Company
Ohio
$1.03M -$197K -1,578 -16%
SSWG
478
Seven Springs Wealth Group
Tennessee
$1.02M – – –
DADC
479
D.A. Davidson & Co
Montana
$1.02M +$60.4K +483 +6%
MFG
480
MidWestOne Financial Group
Iowa
$1.01M -$82.3K -658 -8%
MAG
481
Mayfair Advisory Group
Alabama
$1.01M +$97.6K +767 +11%
AMCA
482
Arthur M. Cohen & Associates
Illinois
$1.01M – – –
WA
483
Wealth Advisors
California
$1M – – –
CG
484
Caprock Group
Idaho
$988K – – –
SB
485
Strategic Blueprint
Georgia
$979K +$236K +1,888 +32%
LSPW
486
Lake Street Private Wealth
Illinois
$976K -$16.6K -133 -2%
SC
487
Savant Capital
Illinois
$960K +$905K +79,441 +1,640%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$959K -$20.9K -167 -2%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$952K +$80.3K +642 +9%
CST
490
Charles Schwab Trust
Nevada
$951K -$468K -3,742 -33%
TSWM
491
Triangle Securities Wealth Management
North Carolina
$948K -$14.1K -113 -1%
NEWAS
492
N.E.W. Advisory Services
Wisconsin
$940K -$28.4K -227 -3%
WIA
493
World Investment Advisors
California
$939K -$3K -24 -0.3%
SFA
494
Sequoia Financial Advisors
Ohio
$937K +$691K +5,521 +281%
BB
495
Berkshire Bank
Massachusetts
$933K +$49K +392 +6%
HB
496
Horizon Bancorp
Indiana
$930K +$930K +7,433 New
AFP
497
Ausdal Financial Partners
Iowa
$930K +$15K +120 +2%
GEA
498
Glen Eagle Advisors
New Jersey
$928K +$5.01K +40 +0.5%
CFMC
499
Curbstone Financial Management Corp
New Hampshire
$920K – – –
MMPW
500
Mitchell McLeod Pugh & Williams
Alabama
$917K -$6.26K -50 -0.7%
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