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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$3.55M +$541K +4,060 +18%
PFS
227
Prospera Financial Services
Texas
$3.52M -$43K -325 -1%
CCA
228
Cadent Capital Advisors
Oklahoma
$3.47M +$15.9K +120 +0.5%
LAM
229
Lewis Asset Management
California
$3.44M -$172K -1,299 -5%
DBIA
230
Dumont & Blake Investment Advisors
New Jersey
$3.42M -$31.2K -236 -0.9%
SFG
231
Shum Financial Group
California
$3.42M +$1.19K +9 +0%
Citigroup
232
Citigroup
New York
$3.37M -$35.9K -272 -1%
LA
233
Legacy Advisors
Pennsylvania
$3.33M – – –
KPWS
234
Kestra Private Wealth Services
Texas
$3.32M +$89.8K +680 +3%
AMG
235
Asset Management Group
Connecticut
$3.29M -$10.4K -79 -0.3%
IBOK
236
Independence Bank of Kentucky
Kentucky
$3.27M +$3.03M +22,949 +1,278%
FWM
237
FSA Wealth Management
Massachusetts
$3.24M -$7.4K -56 -0.2%
FCH
238
Freestone Capital Holdings
Washington
$3.2M -$360K -2,726 -10%
SCM
239
Sage Capital Management
New Jersey
$3.19M -$29.6K -224 -0.9%
FNBT
240
FineMark National Bank & Trust
Florida
$3.17M -$53.5K -405 -2%
MF
241
Meridian Financial
Massachusetts
$3.17M +$38.4K +291 +1%
BlackRock
242
BlackRock
New York
$3.14M +$363K +2,749 +13%
IWC
243
Integrated Wealth Concepts
Massachusetts
$3.1M -$5.15K -39 -0.2%
NRI
244
NFP Retirement Inc
California
$3.08M -$315K -2,381 -9%
CPIG
245
Chicago Partners Investment Group
Illinois
$3.06M -$8.11K -62 -0.3%
DADC
246
D.A. Davidson & Co
Montana
$3.02M +$247K +1,869 +9%
GL
247
Graypoint LLC
New York
$3.02M -$136K -1,033 -4%
TCFP
248
Treasure Coast Financial Planning
Florida
$2.95M -$94.7K -717 -3%
TFCP
249
Twin Focus Capital Partners
Massachusetts
$2.94M – – –
BCM
250
Beaumont Capital Management
Massachusetts
$2.93M +$2.93M +22,185 New
8 9
10
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