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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 %
SI
151
Stephens Inc
Arkansas
$8.37M 66,863 -1,895 -3%
WIC
152
Whitegate Investment Counselors
New Hampshire
$8.02M 64,118 +284 +0.4%
RWIA
153
Roger Wittlin Investment Advisory
California
$7.97M 63,731 +56,157 +741%
1IA
154
1834 Investment Advisors
Wisconsin
$7.92M 63,294 -428 -0.7%
ACI
155
Alpha Cubed Investments
California
$7.89M 63,092 +36,040 +133%
MWA
156
Meridian Wealth Advisors
Texas
$7.87M 62,924 -95,745 -60%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.78M 62,177 +62,177 New
FAIM
158
Financial Advocates Investment Management
Washington
$7.78M 65,501 +19,225 +42%
AWS
159
AJ Wealth Strategies
New York
$7.72M 61,737 +7,710 +14%
RIA
160
Retirement Investment Advisors
Oklahoma
$7.67M 61,273 +61,273 New
ST
161
Smithfield Trust
Pennsylvania
$7.63M 60,908 +21,323 +54%
CPFP
162
Clear Perspectives Financial Planning
Ohio
$7.58M 60,575 +6,846 +13%
PCG
163
Prosperity Consulting Group
Maryland
$7.58M 60,555 -1,163 -2%
PD
164
Planning Directions
Pennsylvania
$7.19M 57,490 +2,117 +4%
CA
165
Cornerstone Advisory
Maryland
$7.03M 56,201 +980 +2%
JCM
166
Janney Capital Management
Pennsylvania
$7.01M 56,025 +49,652 +779%
FHA
167
Flagship Harbor Advisors
Massachusetts
$6.93M 55,421 -1,479 -3%
WWM
168
Western Wealth Management
Colorado
$6.93M 55,413 -46,628 -46%
SWP
169
Stratos Wealth Partners
Ohio
$6.92M 55,330 -1,344 -2%
RFC
170
Regions Financial Corp
Alabama
$6.83M 54,593 +490 +0.9%
AMM
171
American Money Management
California
$6.76M 54,066 +400 +0.7%
AWC
172
Adamsbrown Wealth Consultants
Kansas
$6.74M 53,860 +7,240 +16%
CB
173
Centennial Bank
Arkansas
$6.71M 53,669 +53,669 New
PCIA
174
Prime Capital Investment Advisors
Kansas
$6.43M 51,422 +44,168 +609%
OC
175
Oppenheimer & Co
New York
$6.43M 51,381 +3,948 +8%
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