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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 %
SBL
126
Sargent Bickham Lagudis
Colorado
$9.74M 77,851 +47,852 +160%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$9.71M 77,579 -1,136 -1%
CWMGP
128
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.52M 76,057 -2,611 -3%
AAS
129
Ameritas Advisory Services
Nebraska
$9.46M 75,630 +14,589 +24%
AWG
130
Altus Wealth Group
Colorado
$9.44M 75,470 +15,706 +26%
RJT
131
Raymond James Trust
Florida
$9.33M 74,585 +9,640 +15%
BCM
132
Brookstone Capital Management
Illinois
$9.19M 71,775 +1,885 +3%
GSIAS
133
Garden State Investment Advisory Services
New Jersey
$9.13M 72,943 +72,943 New
MA
134
MONECO Advisors
Connecticut
$9.07M 72,529 +392 +0.5%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$9.01M 72,043 -3,947 -5%
AIP
136
Ameritas Investment Partners
Nebraska
$8.98M 71,812 +7,066 +11%
DWP
137
Destiny Wealth Partners
Florida
$8.87M 70,901 -271 -0.4%
PPW
138
Parcion Private Wealth
Washington
$8.8M 70,368 -26,568 -27%
NCM
139
Neumann Capital Management
California
$8.77M 70,109 +690 +1%
GT
140
Greenleaf Trust
Michigan
$8.77M 70,095 +9,511 +16%
State Street
141
State Street
Massachusetts
$8.76M 70,006 -2,956 -4%
CG
142
Colony Group
Massachusetts
$8.69M 69,458 +8,731 +14%
IWMWV
143
Ironwood Wealth Management (West Virginia)
West Virginia
$8.67M 67,070 +1,044 +2%
M&T Bank
144
M&T Bank
New York
$8.53M 68,210 +2,949 +5%
MWP
145
MYCIO Wealth Partners
Pennsylvania
$8.52M 68,129 +6,293 +10%
Jane Street
146
Jane Street
New York
$8.47M 67,718 +67,718 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$8.4M 67,110 +58,046 +640%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$8.39M 67,075 -821 -1%
PWM
149
Peterson Wealth Management
Nevada
$8.39M 67,067 -25,176 -27%
Deutsche Bank
150
Deutsche Bank
Germany
$8.37M 66,892 -8 -0%
4 5
6
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