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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 %
IWM
76
IHT Wealth Management
Illinois
$16.8M 134,115 +3,709 +3%
SPIA
77
Steward Partners Investment Advisory
New York
$16.5M 131,715 +6,571 +5%
FCI
78
Financial Counselors Inc
Kansas
$16.3M 129,886 -4,867 -4%
HWM
79
HB Wealth Management
Georgia
$16.1M 129,008 +664 +0.5%
AWS
80
Atria Wealth Solutions
New York
$15.9M 126,784 +1,729 +1%
CFS
81
CRA Financial Services
New Jersey
$15.4M 123,165 +269 +0.2%
Franklin Resources
82
Franklin Resources
California
$14.8M 118,560 +971 +0.8%
Cerity Partners
83
Cerity Partners
New York
$14.7M 117,761 +103,968 +754%
PWAG
84
Polaris Wealth Advisory Group
California
$14.6M 112,755 +56,618 +101%
HSWM
85
Hubbell Strickland Wealth Management
Louisiana
$14.2M 113,583 +2,739 +2%
HCP
86
Holt Capital Partners
Texas
$14.1M 112,695 +57,265 +103%
EH
87
Equitable Holdings
New York
$14M 111,601 +48,880 +78%
WT
88
Whittier Trust
California
$13.5M 108,005 +19,856 +23%
ABC
89
Associated Banc-Corp
Wisconsin
$13.5M 107,745 +1,170 +1%
EWMCB
90
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.4M 106,875 +534 +0.5%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$13.3M 106,264 +6,820 +7%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$13.1M 105,079 +7,083 +7%
WB
93
WesBanco Bank
West Virginia
$12.9M 103,334 +1,936 +2%
US Bancorp
94
US Bancorp
Minnesota
$12.8M 102,484 +11,486 +13%
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$12.8M 102,304 -745 -0.7%
Northern Trust
96
Northern Trust
Illinois
$12.8M 102,205 -5,254 -5%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$12.7M 101,424 +8,457 +9%
KIA
98
KCM Investment Advisors
California
$12.4M 98,850 -492 -0.5%
NB
99
NBT Bank
New York
$12.3M 98,539 -3,687 -4%
SF
100
Synovus Financial
Georgia
$12.3M 98,233 +286 +0.3%
2 3
4
5 6