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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 %
DI
576
DFPG Investments
Utah
$700K +$170K +1,319 +32%
LA
577
LexAurum Advisors
Kansas
$695K -$7.88K -63 -1%
TCWM
578
Total Clarity Wealth Management
Illinois
$695K +$19.1K +153 +3%
BC
579
Burleson & Co
California
$688K – – –
WAG
580
Wallace Advisory Group
California
$687K +$687K +5,493 New
Amundi
581
Amundi
France
$685K – – –
AA
582
Ashford Advisors
New York
$684K – – –
MWM
583
Meridian Wealth Management
Kentucky
$680K -$7.26K -58 -1%
DFA
584
DHJJ Financial Advisors
Illinois
$679K +$751 +6 +0.1%
VF
585
VitalStone Financial
Texas
$675K +$675K +5,381 New
RW
586
Reframe Wealth
Virginia
$672K +$672K +5,370 New
CDIA
587
Capital Directions Investment Advisors
Georgia
$672K +$672K +5,370 New
CAN
588
Claraphi Advisory Network
United States
$669K +$332K +2,656 +99%
SWM
589
Selective Wealth Management
Virginia
$669K +$260K +2,056 +64%
CFO
590
Callan Family Office
Pennsylvania
$668K +$668K +5,337 New
OHWP
591
Oak Harbor Wealth Partners
North Carolina
$665K -$26.9K -215 -4%
KWM
592
Kaydan Wealth Management
Michigan
$658K +$38.2K +305 +6%
RRA
593
Round Rock Advisors
Connecticut
$656K +$23.5K +188 +4%
GC
594
Grimes & Company
Massachusetts
$653K – – –
CCM
595
Canal Capital Management
Virginia
$652K +$8.38K +67 +1%
CPG
596
Cornerstone Planning Group
New Jersey
$649K +$649K +5,197 New
PWAC
597
Private Wealth Advisors (California)
California
$649K +$1.75K +14 +0.3%
DI
598
Disciplined Investments
Oklahoma
$648K +$10.1K +81 +2%
JCM
599
Jacobi Capital Management
Pennsylvania
$647K +$250 +2 +0%
BAG
600
Bridgewealth Advisory Group
California
$642K +$642K +5,134 New
22 23
24
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