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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 %
CWM
501
Congress Wealth Management
Massachusetts
$915K +$8.76K +70 +1%
IP
502
Ignite Planners
California
$914K -$30.8K -260 -3%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$913K -$58.9K -471 -6%
SF
504
Summit Financial
New Jersey
$911K +$11.6K +93 +1%
MHS
505
M Holdings Securities
Oregon
$911K +$26.5K +212 +3%
BFS
506
Bradley Foster & Sargent
Connecticut
$905K – – –
BDF
507
Black Diamond Financial
Maryland
$899K – – –
MPM
508
Meritage Portfolio Management
Kansas
$899K +$168K +1,340 +23%
WS
509
Wedbush Securities
California
$897K +$284K +2,272 +46%
BFA
510
Beaumont Financial Advisors
Massachusetts
$894K -$94.7K -757 -10%
CW
511
CreativeOne Wealth
Kansas
$892K +$68.7K +549 +8%
BCFS
512
Butensky & Cohen Financial Security
Florida
$886K +$38.7K +309 +5%
SWA
513
Stratos Wealth Advisors
Ohio
$885K +$58.8K +470 +7%
JWA
514
JFS Wealth Advisors
Pennsylvania
$884K -$128K -1,026 -13%
IWA
515
Intercontinental Wealth Advisors
Texas
$884K -$59.7K -477 -6%
CRI
516
Colonial River Investments
Virginia
$883K -$7.01K -56 -0.8%
PFO
517
Pathstone Family Office
New Jersey
$881K +$8.54K +346 +1%
MWM
518
Mission Wealth Management
California
$881K +$78.2K +625 +10%
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
$879K -$1.99M -15,898 -69%
MLA
520
My Legacy Advisors
Oregon
$879K -$4.2K -32 -0.5%
Neuberger Berman Group
521
Neuberger Berman Group
New York
$878K -$12.5K -100 -1%
BTI
522
Blue Trust Inc
Georgia
$875K +$486K +4,354 +125%
RW
523
REDW Wealth
New Mexico
$874K -$31.3K -250 -3%
DSC
524
Duncker Streett & Co
Missouri
$873K -$3K -24 -0.3%
PBO
525
Peoples Bank (Ohio)
Ohio
$871K -$53.7K -429 -6%
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