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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 %
GWM
551
Greenhouse Wealth Management
Connecticut
$785K +$2.38K +19 +0.3%
JWBC
552
John W. Brooker & Co
California
$785K +$294K +2,351 +60%
RG
553
Retirement Group
California
$781K +$564K +4,509 +260%
GTAM
554
Global Trust Asset Management
Florida
$777K +$64.3K +514 +9%
EGA
555
Eagle Global Advisors
Texas
$776K +$425K +3,400 +121%
BDFN
556
Bond & Devick Financial Network
Minnesota
$775K – – –
SFG
557
SevenBridge Financial Group
Pennsylvania
$774K -$16K -128 -2%
CWM
558
Calamos Wealth Management
Illinois
$770K – – –
YIA
559
YHB Investment Advisors
Connecticut
$767K +$37.9K +303 +5%
KL
560
KWMG LLC
Kansas
$763K -$36.9K -295 -5%
BWM
561
Benchmark Wealth Management
Connecticut
$761K +$93.8K +750 +14%
CCB
562
Country Club Bank
Missouri
$758K +$758K +6,056 New
FNT
563
First National Trust
Pennsylvania
$755K +$39.9K +319 +6%
GIA
564
Guyasuta Investment Advisors
Pennsylvania
$754K – – –
FCFC
565
First Commonwealth Financial Corp
Pennsylvania
$750K – – –
CAC
566
Certified Advisory Corp
Florida
$748K +$71.2K +569 +11%
NCM
567
Noesis Capital Mangement
Florida
$742K – – –
JIR
568
James Investment Research
Ohio
$723K +$101K +804 +16%
GLA
569
Good Life Advisors
Pennsylvania
$721K -$15.9K -127 -2%
PP
570
Patron Partners
Texas
$720K -$15K -120 -2%
LC
571
Lindbrook Capital
California
$717K -$5K -40 -0.7%
PFM
572
Phillips Financial Management
Indiana
$715K -$117K -937 -14%
WOSD
573
WFA of San Diego
California
$709K – – –
BI
574
Berkeley Inc
Idaho
$709K +$626 +5 +0.1%
BWM
575
BigSur Wealth Management
Florida
$701K – – –
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