SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
Kestra Advisory Services
Texas
$35.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$15.3M
5
AA
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
Bank of America
North Carolina
$996M
3
Ameriprise
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
226
Chicago Partners Investment Group
Illinois
$3.22M +$2.78M +20,677 +633%
LA
227
Legacy Advisors
Pennsylvania
$3.21M – – –
AMG
228
Asset Management Group
Connecticut
$3.16M -$124K -977 -4%
GL
229
Graypoint LLC
New York
$3.15M -$356K -2,797 -10%
SCM
230
Sage Capital Management
New Jersey
$3.11M +$10.4K +82 +0.3%
KPWS
231
Kestra Private Wealth Services
Texas
$3.1M +$87.8K +690 +3%
AF
232
Allworth Financial
California
$3.05M -$79.8K -606 -3%
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$3.04M +$153K +1,204 +5%
AFA
234
AA Financial Advisors
Ohio
$3.03M +$209K +1,644 +7%
PD
235
Planning Directions
Pennsylvania
$3.01M -$315K -2,480 -9%
IWC
236
Integrated Wealth Concepts
Massachusetts
$2.97M -$520K -4,089 -15%
WF
237
Welch & Forbes
Massachusetts
$2.92M – – –
TCFP
238
Treasure Coast Financial Planning
Florida
$2.91M -$22.1K -174 -0.8%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$2.91M +$496K +3,902 +21%
MF
240
Meridian Financial
Massachusetts
$2.88M +$269K +2,112 +10%
RWMG
241
Redwood Wealth Management Group
New Jersey
$2.88M -$73.5K -578 -2%
TFCP
242
Twin Focus Capital Partners
Massachusetts
$2.83M -$41.3K -325 -1%
Citigroup
243
Citigroup
New York
$2.82M -$3.69M -29,037 -57%
LSA
244
Lansing Street Advisors
Pennsylvania
$2.79M -$60.2K -473 -2%
BRWA
245
B. Riley Wealth Advisors
Florida
$2.78M -$329K -2,590 -11%
SMFG
246
Sumitomo Mitsui Financial Group
Japan
$2.77M -$158K -1,239 -5%
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$2.76M -$29.5K -232 -1%
ASN
248
Advisory Services Network
Georgia
$2.76M +$1.23M +9,657 +80%
KWA
249
Kingswood Wealth Advisors
California
$2.73M +$133K +1,049 +5%
CIC
250
Carnegie Investment Counsel
Ohio
$2.72M -$11.4K -90 -0.4%
8 9
10
11 12