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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 %
JFG
851
JMG Financial Group
Illinois
$280K 2,241 +421 +23%
CBFP
852
Cedar Brook Financial Partners
Ohio
$279K 2,229 -69 -3%
HWMA
853
Heritage Wealth Management (Arizona)
Arizona
$276K 2,210 +1,905 +625%
BCP
854
Berkeley Capital Partners
Georgia
$276K 2,206 -33 -1%
NFP
855
Narus Financial Partners
Utah
$275K 2,200 – –
HCM
856
Hall Capital Management
Rhode Island
$275K 2,200 – –
EWM
857
Evercore Wealth Management
New York
$274K 2,190 – –
PW
858
Peninsula Wealth
California
$269K 2,151 – –
LWA
859
LWS Wealth Advisors
New Jersey
$268K 2,142 +7 +0.3%
TW
860
TrinityPoint Wealth
Connecticut
$268K 2,138 +12 +0.6%
RF
861
Resolute Financial
Massachusetts
$267K 2,137 -1,138 -35%
MCA
862
Magnolia Capital Advisors
Mississippi
$267K 2,137 – –
FIB
863
First Interstate Bank
Montana
$266K 2,123 – –
CHC
864
City Holding Co
West Virginia
$265K 2,119 -5 -0.2%
PAMG
865
Patton Albertson Miller Group
Tennessee
$265K 2,115 -250 -11%
WBCM
866
Wilson & Boucher Capital Management
California
$263K 2,100 – –
BIAS
867
Beacon Investment Advisory Services
New Jersey
$261K 2,088 – –
JWCA
868
J.W. Coons Advisors
Ohio
$261K 2,085 -3,000 -59%
OIA
869
Optimum Investment Advisors
Illinois
$261K 2,084 -219 -10%
FA
870
Fagan Associates
New York
$259K 2,072 +2 +0.1%
BAAM
871
Baker Avenue Asset Management
California
$259K 2,069 -307 -13%
ACM
872
Allred Capital Management
Texas
$257K 2,045 +3 +0.1%
AAM
873
Augustine Asset Management
Florida
$256K 2,043 +2,043 New
GI
874
GAMCO Investors
Connecticut
$255K 2,035 – –
TWM
875
Thrive Wealth Management
Pennsylvania
$254K 2,031 +206 +11%
33 34
35
36 37