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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
$1.04B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$385M
3
Bank of America
Bank of America
North Carolina
$1.22B
4
LPL Financial
LPL Financial
California
$420M
5
Ameriprise
Ameriprise
Minnesota
$470M

Top Sellers

1
GAMA
Graticule Asia Macro Advisors
New York
$0
2
CCA
Column Capital Advisors
Indiana
$350K
3
HNB
Huntington National Bank
Ohio
$23.7M
4
MWA
Meridian Wealth Advisors
Texas
$7.87M
5
PWM
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
626
Advance Capital Management
Michigan
$598K +$598K +4,778 New
PFP
627
Paragon Financial Partners
California
$593K +$1.5K +12 +0.3%
LCM
628
Lewis Capital Management
California
$592K – – –
NB
629
Nicolet Bankshares
Wisconsin
$590K – – –
TF
630
Tompkins Financial
New York
$589K +$301K +2,406 +105%
CA
631
Carson Advisory
Georgia
$583K +$32.3K +258 +6%
Toronto Dominion Bank
632
Toronto Dominion Bank
Ontario, Canada
$583K – – –
ARC
633
Advisor Resource Council
Texas
$583K -$19.3K -154 -3%
PWMG
634
Provence Wealth Management Group
California
$582K +$145K +1,156 +33%
ACM
635
Avalon Capital Management
California
$573K +$207K +1,657 +57%
B
636
Bailard
California
$569K +$139K +1,113 +32%
CCM
637
Coldstream Capital Management
Washington
$569K +$569K +4,548 New
EPWM
638
Essex Private Wealth Management
Massachusetts
$569K +$375 +3 +0.1%
HFP
639
Holistic Financial Partners
Indiana
$568K +$4K +32 +0.7%
GG
640
Gofen & Glossberg
Illinois
$568K -$16.8K -134 -3%
FC
641
Fulcrum Capital
Washington
$563K +$563K +4,500 New
MW
642
Marcum Wealth
Ohio
$561K +$181K +1,449 +48%
BFG
643
Bleakley Financial Group
New Jersey
$560K +$560K +4,474 New
WSTAM
644
Wilbanks Smith & Thomas Asset Management
Virginia
$557K +$126K +1,011 +29%
MFA
645
Mayflower Financial Advisors
Massachusetts
$554K +$731 +44 +0.1%
FIM
646
Freedom Investment Management
Connecticut
$548K -$31.3K -250 -5%
MA
647
Momentum Advisors
New York
$548K -$14.1K -113 -3%
FWP
648
FAS Wealth Partners
Kansas
$548K +$1.5K +12 +0.3%
PCM
649
Parsons Capital Management
Rhode Island
$547K +$547K +4,375 New
CA
650
Calton & Associates
Florida
$547K +$273K +2,178 +99%
24 25
26
27 28