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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 %
KFI
726
Key Financial Inc
Pennsylvania
$414K – – –
TFGT
727
TS Financial Group (TSFG)
Illinois
$412K +$142K +1,135 +53%
LAM
728
Lakewood Asset Management
Illinois
$412K +$412K +3,296 New
CWM
729
Curi Wealth Management
North Carolina
$411K – – –
PBT
730
Pictet Bank & Trust
Bahamas
$410K – – –
VCP
731
Vista Capital Partners
Oregon
$409K -$66.4K -531 -14%
LIM
732
Loudon Investment Management
New Hampshire
$406K – – –
PWMAG
733
Pinnacle Wealth Management Advisory Group
New Jersey
$404K +$404K +3,227 New
GIA
734
GHP Investment Advisors
Colorado
$403K – – –
CPIG
735
Chicago Partners Investment Group
Illinois
$399K -$522 -4 -0.1%
SAM
736
Sequent Asset Management
Texas
$396K – – –
UBV
737
United Bank (Virginia)
Virginia
$395K +$395K +3,158 New
HCM
738
Hengehold Capital Management
Ohio
$394K +$1K +8 +0.3%
CFGSD
739
Compass Financial Group (South Dakota)
South Dakota
$394K +$394K +3,152 New
VNA
740
Valley National Advisers
Pennsylvania
$393K +$1.42K +11 +0.4%
AFS
741
AFG Fiduciary Services
Massachusetts
$392K -$19.9K -159 -5%
NWA
742
Navis Wealth Advisors
New York
$392K +$392K +3,134 New
AFG
743
Affinia Financial Group
Massachusetts
$392K -$76.8K -600 -16%
KOMWMG
744
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$391K +$2.75K +22 +0.7%
SFG
745
SNS Financial Group
Minnesota
$391K – – –
NAM
746
NTV Asset Management
West Virginia
$388K – – –
ORC
747
O'Rourke & Company
Massachusetts
$386K +$94.4K +755 +32%
SCFS
748
S.C. Financial Services
Arizona
$384K +$102K +813 +36%
AWAU
749
Alliance Wealth Advisors (Utah)
Utah
$384K +$384K +3,071 New
BFG
750
Berger Financial Group
Minnesota
$382K -$27K -216 -7%
28 29
30
31 32