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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIC
826
Clifford Swan Investment Counsel
California
$305K 2,435 -100 -4%
BOPW
827
Brandywine Oak Private Wealth
Pennsylvania
$305K 2,435 – –
SXL
828
Summit X LLC
Missouri
$304K 2,470 +235 +11%
VPP
829
Vertex Planning Partners
Illinois
$300K 2,397 +2,397 New
BC
830
Bowman & Company
Wisconsin
$298K 2,379 +167 +8%
IGGA
831
Iron Gate Global Advisors
Utah
$297K 2,300 +2,300 New
BPFA
832
Barnes Pettey Financial Advisors
Mississippi
$296K 2,362 +74 +3%
SHWM
833
Smith & Howard Wealth Management
Georgia
$295K 2,356 -1,318 -36%
FCA
834
Fortis Capital Advisors
Kansas
$294K 2,353 +2,353 New
KIA
835
Kraematon Investment Advisors
Massachusetts
$294K 2,347 -116 -5%
CCB
836
Cutter & Co Brokerage
Missouri
$294K 2,346 +6 +0.3%
FFG
837
Ford Financial Group
California
$293K 2,345 +17 +0.7%
RWP
838
RWA Wealth Partners
Massachusetts
$292K 2,264 -158 -7%
FB
839
Fulton Bank
Pennsylvania
$292K 2,225 – –
ONSWM
840
Old North State Wealth Management
North Carolina
$291K 2,326 +17 +0.7%
WA
841
Wealthstream Advisors
New York
$289K 2,310 +2,310 New
B
842
Bensler
Washington
$289K 2,308 +180 +8%
CFB
843
Cullen/Frost Bankers
Texas
$288K 2,305 – –
SIC
844
Salem Investment Counselors
North Carolina
$288K 2,305 – –
GC
845
Gratus Capital
Georgia
$288K 2,303 -107 -4%
RCA
846
Ranch Capital Advisors
Florida
$286K 2,286 -15 -0.7%
CFCI
847
Comprehensive Financial Consultants Institutional
Indiana
$285K 2,204 -13 -0.6%
MPW
848
Monterey Private Wealth
California
$283K 2,263 +386 +21%
RWB
849
RMR Wealth Builders
New Jersey
$282K 2,257 +8 +0.4%
MIM
850
MTM Investment Management
South Carolina
$281K 2,250 -151 -6%
32 33
34
35 36