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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 %
SPP
676
Single Point Partners
Massachusetts
$498K -$78.9K -630 -14%
MTIC
677
Missouri Trust & Investment Company
Missouri
$496K +$62.5K +500 +14%
JFG
678
Jefferies Financial Group
New York
$495K +$495K +3,953 New
JE
679
JMAC Enterprises
Pennsylvania
$493K -$28.1K -225 -5%
BFM
680
Boston Financial Management
Massachusetts
$492K – – –
CSPAM
681
Cary Street Partners Asset Management
Virginia
$492K +$492K +3,930 New
WPA
682
West Paces Advisors
Georgia
$491K – – –
RIM
683
Rockbridge Investment Management
New York
$483K – – –
GIA
684
Gladstone Institutional Advisory
Florida
$481K -$2.13K -17 -0.4%
TAM
685
Tocqueville Asset Management
New York
$481K -$21K -168 -4%
HIA
686
HTG Investment Advisors
Connecticut
$480K +$480K +3,838 New
MWM
687
Modera Wealth Management
New Jersey
$480K +$10.6K +85 +2%
PWP
688
Perfromance Wealth Partners
Illinois
$480K -$7.51K -60 -2%
SAM
689
Sawgrass Asset Management
Florida
$478K -$45K -360 -9%
WCFA
690
Walkner Condon Financial Advisors
Wisconsin
$476K – – –
PIM
691
Penobscot Investment Management
Massachusetts
$475K – – –
MCCA
692
Mill Creek Capital Advisors
Pennsylvania
$475K +$475K +3,793 New
MFG
693
Magnus Financial Group
New York
$474K -$19.3K -154 -4%
AIM
694
Acropolis Investment Management
Missouri
$473K – – –
SWM
695
Southern Wealth Management
Texas
$467K +$3.25K +26 +0.7%
ONB
696
Old National Bancorp
Indiana
$459K – – –
ADL
697
Asset Dedication LLC
California
$457K – – –
EWM
698
EPG Wealth Management
Georgia
$455K +$2.38K +19 +0.5%
UWPG
699
Ullmann Wealth Partners Group
Florida
$449K +$3.13K +25 +0.7%
CI
700
Conning Inc
Connecticut
$447K – – –
26 27
28
29 30