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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 %
SIS
1101
Sound Income Strategies
Florida
$8.76K 70 – –
SFCL
1102
Strengthening Families & Communities LLC
Massachusetts
$8K 60 – –
HCP
1103
Hexagon Capital Partners
Arkansas
$6.37K 51 – –
WWM
1104
Wagner Wealth Management
South Carolina
$5.76K 46 -30 -39%
WIM
1105
Westside Investment Management
California
$5.75K 45,986 +1,816 +4%
CAS
1106
Coppell Advisory Solutions
Texas
$5.63K 45 +45 New
CASC
1107
Coppell Advisory Solutions Corp
Texas
$5.63K 45 +45 New
TFM
1108
TFC Financial Management
Massachusetts
$5.17K 41 – –
FFA
1109
Fairfield Financial Advisors
Massachusetts
$5.11K 41 – –
WBC
1110
West Branch Capital
Massachusetts
$5K 40 – –
MRC
1111
Millburn Ridgefield Corp
New York
$5K 40 -14 -26%
BEI
1112
Benjamin Edwards Inc
Missouri
$5K 38 – –
RFA
1113
Register Financial Advisors
Georgia
$4.91K 39 +39 New
RDFA
1114
Ritter Daniher Financial Advisory
Ohio
$4.88K 39 – –
FA
1115
Fiduciary Alliance
South Carolina
$4.33K 35 +35 New
GWSA
1116
Global Wealth Strategies & Associates
Colorado
$3.75K 30 +30 New
FAM
1117
Family Asset Management
South Carolina
$3.65K 29 +29 New
FA
1118
Fortis Advisors
Pennsylvania
$3.62K 29 – –
FWM
1119
Focused Wealth Management
New York
$3.13K 25 +5 +25%
MBFW
1120
Morton Brown Family Wealth
Pennsylvania
$2.5K 20 – –
JFG
1121
JDM Financial Group
Texas
$2.5K 20 +20 New
CMP
1122
Coston McIsaac & Partners
Maine
$1.81K 14,442 +203 +1%
FGAM
1123
Financial Gravity Asset Management
Texas
$1.2K 125 +125 New
GAMA
1124
Graticule Asia Macro Advisors
New York
– – -234,100 Closed
PWM
1125
PRW Wealth Management
Massachusetts
– – -96,910 Closed
43 44
45
46 47