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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
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
HNB
3
Huntington National Bank
Ohio
$23.7M
4
MWA
4
Meridian Wealth Advisors
Texas
$7.87M
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
776
Integrated Investment Consultants
Michigan
$353K – – –
WKWM
777
Walter & Keenan Wealth Management
Indiana
$351K – – –
CCA
778
Column Capital Advisors
Indiana
$350K -$25.1M -200,700 -99%
CCFCSB
779
Cape Cod Five Cents Savings Bank
Massachusetts
$350K -$100K -800 -22%
MPCL
780
My Personal CFO LLC
Washington
$350K – – –
CFA
781
Compass Financial Advisors
Indiana
$347K +$1.75K +14 +0.5%
CGPCS
782
Capital Group Private Client Services
California
$345K -$12.4K -99 -3%
ATC
783
Adirondack Trust Company
New York
$345K – – –
RWP
784
Revolve Wealth Partners
New Jersey
$343K – – –
Financial Engines Advisors
785
Financial Engines Advisors
California
$342K +$29.7K +237 +9%
FAG
786
Financial Advisory Group
Texas
$342K – – –
FFA
787
First Foundation Advisors
California
$341K -$28.2K -225 -8%
MSFS
788
Main Street Financial Solutions
Pennsylvania
$340K +$25.5K +204 +8%
HBW
789
Hazlett, Burt & Watson
West Virginia
$338K +$94.5K +757 +39%
PCH
790
PGIM Custom Harvest
New Jersey
$337K +$337K +2,695 New
SEEDPG
791
S.E.E.D. Planning Group
New York
$336K +$336K +2,687 New
CCT
792
Chemung Canal Trust
New York
$334K – – –
RCAG
793
Rehmann Capital Advisory Group
Michigan
$334K -$481K -3,843 -59%
SAM
794
Secure Asset Management
Michigan
$332K – – –
CWM
795
Core Wealth Management
Florida
$331K +$331K +2,649 New
CIG
796
Cascade Investment Group
Colorado
$331K +$331K +2,647 New
KWMG
797
King Wealth Management Group
Florida
$331K – – –
WF
798
Wayfinding Financial
Washington
$331K – – –
LIA
799
LBMC Investment Advisors
Tennessee
$330K -$20.6K -165 -6%
SCA
800
Stonebridge Capital Advisors
Minnesota
$327K -$6.26K -50 -2%
30 31
32
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