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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 %
TCA
1026
Trifecta Capital Advisors
Illinois
$62.6K 500 +500 New
PFBT
1027
Parkside Financial Bank & Trust
Missouri
$61.4K 491 +181 +58%
CSWM
1028
Cassady Schiller Wealth Management
Ohio
$59.7K 477 +477 New
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$59.4K 475 – –
MFA
1030
Morling Financial Advisors
California
$59.2K 473 +1 +0.2%
JMF
1031
Johnson Midwest Financial
Iowa
$59K 475 -763 -62%
MSCM
1032
McElhenny Sheffield Capital Management
Texas
$57.6K 460 +460 New
BCMLT
1033
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.9K 455 +180 +65%
CCM
1034
Cribstone Capital Management
Maine
$56.8K 454 – –
AIM
1035
Arcadia Investment Management
Michigan
$56.7K 453 – –
TCM
1036
TD Capital Management
Tennessee
$56.3K 450 +450 New
AW
1037
Avion Wealth
Texas
$55K 500 – –
BCM
1038
Bourgeon Capital Management
Connecticut
$54.5K 436 +90 +26%
MHR
1039
Matthew Hamilton Rosenberg
$54.2K 433 – –
GWANC
1040
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.8K 406 +82 +25%
BFO
1041
Biltmore Family Office
North Carolina
$48.2K 385 – –
PP
1042
PrairieView Partners
Minnesota
$47K 379 +250 +194%
NSB
1043
Norway Savings Bank
Maine
$46.9K 375 – –
AA
1044
AlphaMark Advisors
Kentucky
$46K 365 -70 -16%
FCMT
1045
Founders Capital Management (Texas)
Texas
$45K 360 – –
CJL
1046
Cyrus J. Lawrence
New York
$45K 362 – –
PCM
1047
Perritt Capital Management
Illinois
$43.3K 346 +346 New
RA
1048
Rise Advisors
New York
$43K 344 +3 +0.9%
CSB
1049
City State Bank
Iowa
$42K 338 – –
Lazard Asset Management
1050
Lazard Asset Management
New York
$42K 342 +342 New
40 41
42
43 44