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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 %
CI
101
CX Institutional
Indiana
$12.3M 98,085 -17,046 -15%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$12M 96,252 -4,188 -4%
DAS
103
Dynamic Advisor Solutions
Arizona
$12M 96,215 -506 -0.5%
AP
104
Americana Partners
Texas
$11.9M 95,106 +31,899 +50%
NA
105
NewEdge Advisors
Louisiana
$11.9M 117,262 -2,374 -2%
WFA
106
Wellspring Financial Advisors
Ohio
$11.9M 95,043 -3,866 -4%
RPWA
107
Regent Peak Wealth Advisors
Georgia
$11.9M 94,992 +38,331 +68%
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$11.9M 94,744 +29,059 +44%
FMWA
109
Forvis Mazars Wealth Advisors
Missouri
$11.8M 94,281 -3,775 -4%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$11.7M 93,341 -5,644 -6%
LSA
111
Lansing Street Advisors
Pennsylvania
$11.3M 90,116 +10,692 +13%
SL
112
Salomon & Ludwin
Virginia
$11.2M 89,629 -148 -0.2%
CA
113
CoreCap Advisors
Michigan
$10.9M 86,862 +1,211 +1%
DWM
114
Denver Wealth Management
Colorado
$10.8M 86,475 +5,865 +7%
LNC
115
Lincoln National Corp
Pennsylvania
$10.8M 86,129 -2,521 -3%
AAS
116
Avantax Advisory Services
Texas
$10.8M 86,077 +8,418 +11%
SB
117
Simmons Bank
Arkansas
$10.7M 85,719 -1,180 -1%
William Blair & Company
118
William Blair & Company
Illinois
$10.5M 84,094 +10,498 +14%
AF
119
Apexium Financial
Texas
$10.4M 83,184 -788 -0.9%
CCA
120
Cadent Capital Advisors
Oklahoma
$10.3M 82,050 -40,227 -33%
CFGS
121
Concourse Financial Group Securities
Alabama
$10.2M 81,885 -325 -0.4%
FNC
122
First National Corp
Massachusetts
$10.2M 81,839 -2,627 -3%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$10.1M 81,053 +322 +0.4%
TA
124
Tiedemann Advisors
New York
$10.1M 80,703 – –
SRC
125
Sage Rhino Capital
California
$9.93M 79,372 -724 -0.9%
3 4
5
6 7