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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 %
GWAG
926
Garrett Wealth Advisory Group
Texas
$216K 1,723 +1,723 New
GSB
927
Greenfield Savings Bank
Massachusetts
$214K 1,713 +1,713 New
OFW
928
Omnia Family Wealth
Florida
$214K 1,712 +1,712 New
EP
929
EPIQ Partners
Minnesota
$214K 1,710 +1,710 New
CAM
930
Crestone Asset Management
Colorado
$214K 1,709 +1,709 New
PA
931
PFG Advisors
Arizona
$213K 1,705 -425 -20%
WCAMG
932
Woodard & Company Asset Management Group
North Carolina
$213K 1,705 – –
CWM
933
Centurion Wealth Management
Virginia
$213K 1,704 +1,704 New
BFC
934
Bedel Financial Consulting
Indiana
$213K 1,703 +2 +0.1%
APWM
935
Atlas Private Wealth Management
New York
$213K 1,701 +1,701 New
BB
936
Busey Bank
Illinois
$212K 1,693 +1,693 New
HIM
937
Hanlon Investment Management
New Jersey
$212K 1,692 +1,692 New
SWMG
938
Signature Wealth Management Group
Georgia
$211K 1,684 +1,684 New
AAS
939
Annex Advisory Services
Wisconsin
$210K 1,680 -1,733 -51%
FMTCOCP
940
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K 1,670 +734 +78%
WT
941
Washington Trust
Rhode Island
$209K 1,669 – –
NSIM
942
North Star Investment Management
Illinois
$208K 1,663 – –
APWA
943
Atlas Private Wealth Advisors
New Jersey
$208K 1,662 +1,662 New
SFG
944
Sovereign Financial Group
Connecticut
$207K 1,655 -232 -12%
HL
945
HeadInvest LLC
Maine
$206K 1,650 -275 -14%
KFGK
946
Keystone Financial Group (Kentucky)
Kentucky
$204K 1,634 +1,634 New
NPA
947
Nichols & Pratt Advisers
Massachusetts
$203K 1,625 +1,625 New
WRM
948
Weybosset Research & Management
Rhode Island
$203K 1,625 +1,625 New
GC
949
Gibson Capital
Pennsylvania
$203K 1,622 +1,622 New
AIM
950
Alhambra Investment Management
Florida
$202K 1,617 -552 -25%
36 37
38
39 40