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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 %
AF
201
Allworth Financial
California
$5.22M 41,752 -1,941 -4%
SMFG
202
Sumitomo Mitsui Financial Group
Japan
$5.2M 41,662 -3,955 -9%
NEPWA
203
New England Private Wealth Advisors
Massachusetts
$5.16M 41,281 +27,349 +196%
AT
204
American Trust
Kentucky
$5.14M 41,097 -2,133 -5%
VWM
205
Valley Wealth Managers
New Jersey
$5.14M 41,049 -394 -1%
AllianceBernstein
206
AllianceBernstein
Tennessee
$5.1M 40,797 +19,318 +90%
PC
207
Pecaut & Co
Iowa
$5.08M 40,611 +2,792 +7%
FF
208
Financial Futures
New Jersey
$5.08M 40,586 +60 +0.1%
EWA
209
EP Wealth Advisors
California
$5M 39,943 +9,573 +32%
NF
210
Nvest Financial
New Hampshire
$4.99M 39,876 -2,359 -6%
PWA
211
Providence Wealth Advisors
Illinois
$4.97M 39,754 +1,412 +4%
TC
212
TownSquare Capital
Utah
$4.94M 39,450 +570 +1%
CGA
213
Crescent Grove Advisors
Illinois
$4.9M 39,164 +9,494 +32%
UWM
214
USAdvisors Wealth Management
Minnesota
$4.82M 38,482 +276 +0.7%
CA
215
Cetera Advisors
Colorado
$4.81M 38,479 +4,332 +13%
IA
216
IFG Advisory
Georgia
$4.79M 38,273 +2,598 +7%
DC
217
Davenport & Co
Virginia
$4.74M 37,901 +4,976 +15%
PWW
218
Pettyjohn Wood & White
Virginia
$4.72M 37,739 -1,755 -4%
SW
219
SVB Wealth
Massachusetts
$4.67M 37,302 +1,267 +4%
LF
220
LifeSteps Financial
California
$4.6M 36,755 +4,418 +14%
E
221
ETFidea
New York
$4.5M 35,954 +6,746 +23%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$4.44M 35,500 +6,500 +22%
CHA
223
Carmichael Hill & Associates
Maryland
$4.4M 35,180 +1,192 +4%
FCM
224
Firestone Capital Management
Florida
$4.39M 35,107 -80 -0.2%
FAB
225
First American Bank
Illinois
$4.39M 35,087 +31,153 +792%
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