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State Street SPDR S&P Dividend ETF

1,155 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 296 increasing their positions, 449 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $6.48M

9% more capital invested

Capital invested by funds: $8.45B → $9.23B (+$782M)

5% more funds holding

Funds holding: 1,1031,155 (+52)

0.64% more ownership

Funds ownership: 42.72%43.37% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

34% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 449

Holders
1,155
Holders Change
+52
Holders Change %
+4.71%
% of All Funds
16.59%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
108
Increased
296
Reduced
449
Closed
42
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$3.72M +$1.22K +9 +0%
DBIA
227
Dumont & Blake Investment Advisors
New Jersey
$3.71M -$3.52M -26,057 -50%
Citigroup
228
Citigroup
New York
$3.66M +$480K +3,551 +16%
WIA
229
World Investment Advisors
California
$3.65M +$2.81M +20,744 +418%
NRI
230
NFP Retirement Inc
California
$3.65M -$3.65K -27 -0.1%
SFG
231
Shum Financial Group
California
$3.6M +$3.5M +25,877 New
LA
232
Legacy Advisors
Pennsylvania
$3.58M
AMG
233
Asset Management Group
Connecticut
$3.54M +$17.6K +130 +0.5%
SI
234
Stephens Inc
Arkansas
$3.54M -$158K -1,167 -4%
AFA
235
AA Financial Advisors
Ohio
$3.51M +$117K +865 +4%
FWM
236
FSA Wealth Management
Massachusetts
$3.49M +$3.32M +24,555 New
KPWS
237
Kestra Private Wealth Services
Texas
$3.47M +$3.79K +28 +0.1%
FNBT
238
FineMark National Bank & Trust
Florida
$3.47M -$293K -2,164 -8%
SCM
239
Sage Capital Management
New Jersey
$3.47M -$1.62K -12 -0%
GL
240
Graypoint LLC
New York
$3.39M -$116K -857 -3%
MF
241
Meridian Financial
Massachusetts
$3.37M +$140K +1,032 +5%
IWC
242
Integrated Wealth Concepts
Massachusetts
$3.34M +$25.4K +188 +0.8%
CPIG
243
Chicago Partners Investment Group
Illinois
$3.31M -$66.8K -494 -2%
TCFP
244
Treasure Coast Financial Planning
Florida
$3.27M +$15.7K +116 +0.5%
PD
245
Planning Directions
Pennsylvania
$3.22M -$141K -1,040 -4%
AF
246
Allworth Financial
California
$3.2M -$87K -643 -3%
TFCP
247
Twin Focus Capital Partners
Massachusetts
$3.16M
WF
248
Welch & Forbes
Massachusetts
$3.11M -$162K -1,200 -5%
LSA
249
Lansing Street Advisors
Pennsylvania
$3.08M -$26.8K -198 -0.9%
CIC
250
Carnegie Investment Counsel
Ohio
$3.04M +$3.38K +25 +0.1%

SDY Hedge Fund Activity: Q3 2024 in Review

1,155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2024, worth a combined $9.23B — up 9.3% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SDY positions and 42 closed out — a net gain of 66 holders — while 296 added to existing stakes and 449 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $158M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $45.5M sold.

  • 1,155 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2024, up from 1,103 in Q2 2024.
  • Funds reported $9.23B of State Street SPDR S&P Dividend ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 108 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2024 and 42 closed out, a net change of +66 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $158M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2024 was Nan Shan Life Insurance, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2024.