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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 %
VFA
601
Valeo Financial Advisors
Indiana
$642K +$180K +1,435 +39%
LSIA
602
LaSalle St. Investment Advisors
Illinois
$641K +$641K +5,129 New
RA
603
RFG Advisory
Alabama
$637K +$8.4K +64 +1%
MWM
604
Marion Wealth Management
Pennsylvania
$630K -$138K -1,100 -18%
GWS
605
Glassman Wealth Services
Virginia
$629K – – –
CC
606
Claybrook Capital
Massachusetts
$626K – – –
MC
607
Moors & Cabot
Massachusetts
$625K -$30.4K -243 -5%
RWM
608
Ritholtz Wealth Management
New York
$624K – – –
HI
609
Harbour Investments
Wisconsin
$623K -$7.63K -61 -1%
AWA
610
Arkadios Wealth Advisors
Georgia
$622K +$75.3K +602 +14%
ST
611
Sageworth Trust
Pennsylvania
$620K +$68.7K +549 +12%
FFL
612
Financial Freedom LLC
Ohio
$619K +$619K +4,945 New
MG
613
Mather Group
Illinois
$615K +$188K +1,501 +44%
AWM
614
Angeles Wealth Management
California
$612K – – –
RA
615
Rodgers & Associates
Pennsylvania
$610K -$20.6K -165 -3%
MCCP
616
Mission Creek Capital Partners
California
$610K +$1K +8 +0.2%
EWM
617
Empirical Wealth Management
Washington
$610K -$25K -200 -4%
WP
618
WealthSource Partners
California
$609K -$71.7K -573 -11%
KA
619
Kovack Advisors
Florida
$609K -$72.2K -577 -11%
GWP
620
Gateway Wealth Partners
Wisconsin
$609K +$609K +4,866 New
PCA
621
Personal Capital Advisors
California
$605K -$24.3K -194 -4%
HH
622
Hilltop Holdings
Texas
$604K -$2.38K -19 -0.4%
IAG
623
Investment Advisory Group
Massachusetts
$603K +$76.1K +608 +14%
TI
624
Truepoint Inc
Ohio
$601K +$368K +2,942 +158%
SAI
625
Systematic Alpha Investments
New Jersey
$601K – – –
23 24
25
26 27