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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 %
OGF
951
Orin Green Financial
California
$202K 1,617 +1,617 New
WWM
952
Westwood Wealth Management
California
$202K 1,615 +1,615 New
Luther King Capital Management (LKCM)
953
Luther King Capital Management (LKCM)
Texas
– – – –
HCM
954
Howland Capital Management
Massachusetts
$201K 1,607 +1,607 New
FI
955
Financial Insights
Washington
$200K 1,600 +1,600 New
FFWM
956
Future Financial Wealth Management
Ohio
$200K 1,600 +1,600 New
CIA
957
Caerus Investment Advisors
Texas
$200K 1,600 +1,600 New
GWM
958
Greenwich Wealth Management
Connecticut
$200K 1,600 +1,600 New
FFA
959
Founders Financial Alliance
North Carolina
$195K 1,562 +132 +9%
PCA
960
Providence Capital Advisors
North Carolina
$179K 1,428 +12 +0.8%
CFFP
961
Center for Financial Planning
Michigan
$177K 1,417 -83 -6%
SC
962
SouthState Corp
Florida
$171K 1,367 +137 +11%
PWMG
963
Prestige Wealth Management Group
New Jersey
$170K 1,355 +1,355 New
First Manhattan
964
First Manhattan
New York
$166K 1,327 – –
ACA
965
Atlas Capital Advisors
Wyoming
$163K 1,300 +300 +30%
FSWA
966
Financial Synergies Wealth Advisors
Texas
$162K 1,294 – –
VCM
967
Versant Capital Management
Arizona
$162K 1,292 – –
LIA
968
Luken Investment Analytics
Tennessee
$161K 1,287 +1,287 New
HDIM
969
Hanson & Doremus Investment Management
Vermont
$155K 1,240 +8 +0.6%
IRAG
970
Investment Research & Advisory Group
Georgia
$154K 1,227 – –
BWM
971
BerganKDV Wealth Management
Minnesota
$139K 1,113 – –
CIA
972
Choate Investment Advisors
Massachusetts
$136K 1,085 – –
HR
973
Howe & Rusling
New York
$135K 1,078 -1,559 -59%
TWA
974
TCI Wealth Advisors
Arizona
$134K 1,071 +4 +0.4%
HPC
975
HM Payson & Co
Maine
$131K 1,050 – –
37 38
39
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