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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 %
BP
876
Ballentine Partners
Massachusetts
$254K 2,027 – –
AC
877
ASB Consultores
Florida
$252K 2,018 – –
ESB
878
Essex Savings Bank
Connecticut
$252K 2,014 – –
BC
879
Brio Consultants
California
$251K 2,007 +14 +0.7%
ML
880
Mayport LLC
Massachusetts
$250K 2,000 – –
BC
881
Burney Company
Virginia
$249K 1,992 – –
WAM
882
Worth Asset Management
Texas
$249K 1,990 – –
B
883
Bridgeworth
Alabama
$248K 1,979 -78 -4%
PCA
884
Pallas Capital Advisors
Massachusetts
$245K 1,933 – –
CFO
885
Collective Family Office
Pennsylvania
$244K 1,948 -1,000 -34%
AFG
886
Alterity Financial Group
Maine
$243K 1,942 – –
MCM
887
McDonough Capital Management
Florida
$242K 1,934 +1,934 New
NHT
888
New Hampshire Trust
New Hampshire
$241K 1,930 +1,930 New
CBTWT
889
Community Bank & Trust (Waco, Texas)
Texas
$240K 1,918 – –
TCM
890
Telos Capital Management
California
$240K 1,915 +1,915 New
PFA
891
Pure Financial Advisors
California
$240K 1,915 +1,915 New
BFIM
892
Beese Fulmer Investment Management
Ohio
$239K 1,908 – –
AAMC
893
Asset Allocation & Management Company
Illinois
$238K 1,902 – –
CBA
894
Coastal Bridge Advisors
Connecticut
$237K 1,896 +1,896 New
MFGM
895
Marshall Financial Group (Maryland)
Maryland
$235K 1,882 -569 -23%
EWS
896
Evergreen Wealth Solutions
Pennsylvania
$235K 1,878 -312 -14%
IDBONY
897
Israel Discount Bank of New York
New York
$235K 1,875 – –
WWM
898
Windsor Wealth Management
Indiana
$235K 1,833 +1,833 New
EFG
899
Everhart Financial Group
Ohio
$235K 2,576 +375 +17%
TAM
900
Townsend Asset Management
North Carolina
$235K 1,875 +354 +23%
34 35
36
37 38