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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
251
Lansing Street Advisors
Pennsylvania
$2.94M -$406K -3,097 -12%
AFA
252
AA Financial Advisors
Ohio
$2.91M -$4.24M -32,320 -59%
MA
253
Montag & Associates
Georgia
$2.89M +$525 +4 +0%
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$2.86M -$1.64M -12,577 -36%
CIC
255
Carnegie Investment Counsel
Ohio
$2.82M +$12.6K +96 +0.4%
BRWA
256
B. Riley Wealth Advisors
Florida
$2.81M +$123K +1,068 +5%
SAS
257
SMI Advisory Services
Indiana
$2.8M +$2.8M +21,527 New
NDSI
258
Newman Dignan & Sheerar Inc
Rhode Island
$2.78M -$227K -1,731 -8%
ATC
259
Argent Trust Co
Tennessee
$2.76M -$57.5K -438 -2%
NCM
260
Narwhal Capital Management
Georgia
$2.75M -$3.28K -25 -0.1%
TC
261
TownSquare Capital
Utah
$2.71M +$2.37M +18,051 +695%
RSWM
262
Robertson Stephens Wealth Management
California
$2.7M -$26.2K -200 -1%
MF
263
Meridian Financial
Massachusetts
$2.7M +$233K +1,775 +9%
KWA
264
Kingswood Wealth Advisors
California
$2.68M +$124K +944 +5%
SCA
265
Snowden Capital Advisors
New York
$2.68M -$537K -4,092 -17%
Prudential Financial
266
Prudential Financial
New Jersey
$2.67M +$192K +1,466 +8%
HWA
267
Hillcrest Wealth Advisors
New Jersey
$2.66M -$446K -3,400 -14%
TWC
268
TD Waterhouse Canada
Ontario, Canada
$2.61M -$252K -1,824 -9%
CA
269
CoreCap Advisors
Michigan
$2.61M -$155K -1,184 -6%
VAG
270
VisionPoint Advisory Group
Texas
$2.57M -$482K -3,675 -16%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$2.55M +$1.58K +12 +0.1%
S
272
Sachetta
Massachusetts
$2.54M – – –
FWCM
273
Ferguson Wellman Capital Management
Oregon
$2.54M +$19.4K +148 +0.8%
RBC
274
Roble Belko & Company
Pennsylvania
$2.51M -$15.8M -120,240 -86%
CL
275
Choreo LLC
Illinois
$2.51M +$57K +434 +2%
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