SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MPCG
701
Matrix Private Capital Group
New York
$447K
KF
702
Krilogy Financial
Missouri
$445K +$35.4K +283 +9%
AGA
703
Arkos Global Advisors
Texas
$439K
ANBT
704
American National Bank & Trust
Texas
$438K +$23.8K +190 +6%
MCM
705
Magnolia Capital Management
New York
$438K +$31.4K +251 +8%
SAM
706
Summit Asset Management
Tennessee
$437K +$96.1K +768 +28%
LWM
707
LJI Wealth Management
Indiana
$435K +$435K +3,480 New
CDH
708
Charles D. Hyman
$435K +$29.9K +239 +7%
BFO
709
Boston Family Office
Massachusetts
$433K
BCWM
710
Bartlett & Co Wealth Management
Ohio
$432K -$5.38K -43 -1%
BC
711
Bartlett & Co
Ohio
$432K -$5.38K -43 -1%
KWM
712
Kingsview Wealth Management
Oregon
$431K -$20K -160 -4%
WF
713
WoodTrust Financial
Wisconsin
$430K -$19.3K -154 -4%
PMFA
714
Plante Moran Financial Advisors
Michigan
$428K +$250 +2 +0.1%
UL
715
Unionview LLC
Washington
$426K +$97.7K +781 +30%
SW
716
SkyOak Wealth
Michigan
$424K +$424K +3,391 New
IFAM
717
Institutional & Family Asset Management
Colorado
$423K -$12.8K -102 -3%
FANJ
718
Financial Architects (New Jersey)
New Jersey
$423K -$1.25K -10 -0.3%
PP
719
Patten & Patten
Tennessee
$423K
PFG
720
Pinnacle Financial Group
Illinois
$423K
WPC
721
Wedmont Private Capital
Pennsylvania
$421K +$2.94K +23 +0.7%
CA
722
Crewe Advisors
Utah
$421K
CA
723
CGN Advisors
Kansas
$421K +$52.8K +422 +14%
OAM
724
Oak Asset Management
California
$416K
HWA
725
Heartwood Wealth Advisors
Virginia
$416K