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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 %
BCM
526
Beaumont Capital Management
Massachusetts
$871K +$237K +1,891 +37%
SCA
527
Sandy Cove Advisors
Massachusetts
$868K -$8.51K -68 -1%
EIP
528
Ellis Investment Partners
Pennsylvania
$864K -$1.88K -15 -0.2%
HFS
529
Heritage Financial Services
Massachusetts
$863K – – –
AP
530
Adero Partners
California
$860K – – –
SG
531
StoneX Group
New York
$841K +$119K +951 +16%
FPCP
532
Fort Point Capital Partners
California
$838K – – –
FHC
533
First Heartland Consultants
Missouri
$828K – – –
PSCM
534
Per Stirling Capital Management
Texas
$822K +$822K +6,573 New
ASFA
535
All Season Financial Advisors
Colorado
$820K -$536K -4,283 -40%
WCG
536
Weaver Consulting Group
California
$815K -$65.4K -523 -7%
PPP
537
Private Portfolio Partners
New Jersey
$812K -$12.9K -103 -2%
NFG
538
Nadler Financial Group
Illinois
$806K +$1.75K +14 +0.2%
RF
539
Rollins Financial
Georgia
$804K +$459K +3,669 +133%
TNBTD
540
Trustmark National Bank Trust Department
Mississippi
$803K – – –
PCMC
541
Private Capital Management (Colorado)
Colorado
$802K +$2K +16 +0.3%
CA
542
Cambridge Advisors
Nebraska
$798K – – –
HWA
543
HHM Wealth Advisors
Tennessee
$798K – – –
HT
544
HighTower Trust
Texas
$796K – – –
RWA
545
Redmont Wealth Advisors
Illinois
$795K – – –
CCWM
546
Cassaday & Co Wealth Management
Virginia
$794K +$794K +6,343 New
RMCM
547
Reynders McVeigh Capital Management
Massachusetts
$793K +$37.5K +300 +5%
AP
548
Appleton Partners
Massachusetts
$790K +$43.5K +348 +6%
TC
549
Telemus Capital
Michigan
$789K -$121K -948 -13%
JWBC
550
J.W. Burns & Co
New York
$786K -$6.13K -49 -0.8%
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