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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
MWA
3
Meridian Wealth Advisors
Texas
$7.87M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
FCH
5
Freestone Capital Holdings
Washington
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
901
LVM Capital Management
Michigan
$233K 1,865 – –
TLA
902
Tanglewood Legacy Advisors
Texas
$231K 1,850 +1,850 New
BSB
903
Bangor Savings Bank
Maine
$231K 1,842 -5 -0.3%
BHPW
904
Beverly Hills Private Wealth
California
$230K 1,838 +1,838 New
WIM
905
Warwick Investment Management
Texas
$229K 1,832 +1,832 New
BFA
906
Beacon Financial Advisory
Ohio
$228K 1,826 -300 -14%
WFA
907
WestHill Financial Advisors
California
$228K 1,822 – –
WTA
908
Washington Trust Advisors
Massachusetts
$228K 1,822 – –
QCG
909
Quadrant Capital Group
Ohio
$228K 1,819 – –
QWM
910
Quaker Wealth Management
New Jersey
$227K 1,811 – –
PL
911
Plancorp LLC
Missouri
$227K 1,814 +13 +0.7%
CCM
912
Condor Capital Management
New Jersey
$227K 1,811 – –
RA
913
Riverstone Advisors
Texas
$226K 1,805 – –
AWA
914
Amplius Wealth Advisors
Pennsylvania
$225K 1,800 -65 -3%
WAS
915
Wealth Advisory Solutions
Indiana
$224K 1,792 +1,792 New
RDWM
916
Red Door Wealth Management
Tennessee
$224K 1,789 +1,789 New
RCA
917
Resonant Capital Advisors
Wisconsin
$219K 1,750 +1,750 New
AWE
918
Avidian Wealth Enterprises
Texas
$219K 1,747 +1,747 New
AWM
919
Avior Wealth Management
Nebraska
$218K 1,744 -95 -5%
KAH
920
Kathryn A. Hall
$218K 1,743 +1,743 New
NL
921
NVWM LLC
Pennsylvania
$218K 1,740 -55 -3%
NFSG
922
Newbridge Financial Services Group
Florida
$217K 1,737 +793 +84%
BMCM
923
Bryn Mawr Capital Management
Pennsylvania
$217K 1,734 +1,734 New
PFA
924
Peak Financial Advisors
Colorado
$217K 1,733 +1,733 New
RC
925
Roundview Capital
New Jersey
$216K 1,729 +1,729 New
35 36
37
38 39