SDY icon

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.

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
1
Arete Wealth Advisors
Illinois
$1.04B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$385M
3
Bank of America
3
Bank of America
North Carolina
$1.22B
4
LPL Financial
4
LPL Financial
California
$420M
5
Ameriprise
5
Ameriprise
Minnesota
$470M

Top Sellers

1
GAMA
1
Graticule Asia Macro Advisors
New York
$0
2
CCA
2
Column Capital Advisors
Indiana
$350K
3
MWA
3
Meridian Wealth Advisors
Texas
$7.87M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
FCH
5
Freestone Capital Holdings
Washington
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$29M 231,491 +26,759 +13%
KAS
52
Kestra Advisory Services
Texas
$28.8M 230,122 -13,934 -6%
TPCW
53
TD Private Client Wealth
New York
$28.8M 229,839 -15,548 -6%
3AM
54
3EDGE Asset Management
Florida
$28.3M 225,874 -5,530 -2%
KA
55
Klingman & Associates
New York
$28.2M 225,563 +2,887 +1%
SC
56
Scotia Capital
Ontario, Canada
$27.3M 217,853 -5,754 -3%
Stifel Financial
57
Stifel Financial
Missouri
$26.6M 212,707 +44,191 +26%
UB
58
UMB Bank
Missouri
$26M 207,753 +18,566 +10%
WFM
59
Wolff Financial Management
Michigan
$25.4M 202,745 +2,386 +1%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$24.9M 199,065 +14,009 +8%
HNB
61
Huntington National Bank
Ohio
– – – –
PMG
62
ProVise Management Group
Florida
$23.5M 187,537 +377 +0.2%
OCM
63
One Capital Management
California
$22.2M 177,330 +27,045 +18%
CAL
64
Capital Advisors Ltd
Ohio
$21.5M 171,495 +1,225 +0.7%
PP
65
Prudential plc
United Kingdom
$21.2M 169,140 +32,200 +24%
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$20M 159,585 +2,128 +1%
BF
67
BOK Financial
Oklahoma
$19.7M 157,843 -632 -0.4%
RBC
68
Roble Belko & Company
Pennsylvania
$19.7M 157,383 +896 +0.6%
MAM
69
Madison Asset Management
Wisconsin
$19.2M 153,650 +34,193 +29%
HP
70
Hyperion Partners
Pennsylvania
$18.8M 149,882 +149,882 New
FAM
71
Flaharty Asset Management
Florida
$18M 144,192 +8,802 +7%
CAL
72
Capital Analysts LLC
Pennsylvania
$17.7M 141,662 -781 -0.5%
WANY
73
Wealthspire Advisors (New York)
New York
$17.6M 140,359 -2,328 -2%
PCM
74
Palouse Capital Management
Washington
$17.3M 3,991 +3,991 New
SMG
75
Smart Money Group
Texas
$16.9M 135,235 +15,388 +13%
1 2
3
4 5