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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 %
Bank of America
1
Bank of America
North Carolina
$1.22B 9,732,513 +521,582 +6%
AWA
2
Arete Wealth Advisors
Illinois
$1.04B 8,308 +2,761 +50%
Morgan Stanley
3
Morgan Stanley
New York
$727M 5,810,934 +105,707 +2%
Ameriprise
4
Ameriprise
Minnesota
$470M 3,752,804 +390,949 +12%
LPL Financial
5
LPL Financial
California
$420M 3,359,019 +443,373 +15%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$385M 3,073,366 +1,212,776 +65%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$338M 2,699,432 +203,101 +8%
RJA
8
Raymond James & Associates
Florida
$323M 2,585,383 +57,010 +2%
Wells Fargo
9
Wells Fargo
California
$293M 2,338,463 +244,782 +12%
JIC
10
Joel Isaacson & Co
New York
$277M 2,213,107 +101,287 +5%
UBS Group
11
UBS Group
Switzerland
$274M 2,192,807 +158,313 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$259M 2,068,524 +93,476 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$187M 1,495,599 +365,761 +32%
RBA
14
Richard Bernstein Advisors
New York
$184M 1,472,323 +37,073 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$172M 1,377,101 +34,651 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$161M 1,285,355 +28,815 +2%
Truist Financial
17
Truist Financial
North Carolina
$149M 1,188,658 +45,897 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$132M 1,053,158 +21,919 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$130M 1,039,219 +73,569 +8%
1SB
20
1ST Source Bank
Indiana
$125M 998,037 +33,923 +4%
AssetMark Inc
21
AssetMark Inc
California
$116M 930,153 -80,487 -8%
V
22
Veritable
Delaware
$94.3M 753,837 -14,603 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$87.3M 698,019 +60,788 +10%
DWM
24
Destination Wealth Management
California
$84.9M 678,854 -46,228 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$83.9M 670,565 +19,111 +3%
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