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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 %
CAM
751
Covenant Asset Management
New Jersey
$382K – – –
HA
752
Harfst & Associates
Wyoming
$381K – – –
AWM
753
Accurate Wealth Management
Florida
$379K +$379K +2,961 New
H
754
HoyleCohen
California
$379K +$1.13K +9 +0.3%
PO
755
Private Ocean
California
$378K +$500 +4 +0.1%
WMG
756
WESCAP Management Group
California
$377K +$37.5K +300 +11%
W
757
WealthOne
New York
$376K +$376K +3,006 New
LI
758
LMCG Investments
Massachusetts
$375K – – –
CWA
759
Clarity Wealth Advisors
California
$373K +$35.7K +285 +11%
KIG
760
Kowal Investment Group
Wisconsin
$373K +$1.75K +14 +0.5%
KCM
761
Kanawha Capital Management
Virginia
$372K +$372K +2,976 New
FLI
762
Family Legacy Inc
South Carolina
$372K +$127K +996 +52%
YIH
763
Y-Intercept (HK)
Hong Kong
$372K -$432K -3,456 -54%
FCA
764
FLC Capital Advisors
California
$370K – – –
LWM
765
Laidlaw Wealth Management
New York
$369K – – –
Principal Financial Group
766
Principal Financial Group
Iowa
$367K – – –
SSB
767
Sandy Spring Bank
Maryland
$367K +$50K +400 +16%
LT
768
Legacy Trust
Michigan
$366K +$366K +2,928 New
FG
769
Foster Group
Iowa
$363K -$3K -24 -0.8%
CFG
770
Citizens Financial Group
Rhode Island
$363K – – –
SCM
771
Schnieders Capital Management
California
$362K – – –
SIC
772
Shoker Investment Counsel
Ohio
$361K -$11.9K -95 -3%
PWLP
773
Prio Wealth Limited Partnership
Massachusetts
$359K – – –
PCA
774
Prosperity Capital Advisors
Ohio
$356K +$356K +2,849 New
IC
775
IEQ Capital
California
$354K -$38.7K -309 -10%
29 30
31
32 33