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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
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$2.67M +$369K +2,900 +16%
NCM
252
Narwhal Capital Management
Georgia
$2.67M – – –
ATC
253
Argent Trust Co
Tennessee
$2.65M -$25.4K -200 -1%
SCA
254
Snowden Capital Advisors
New York
$2.61M +$16.5K +130 +0.6%
NDSI
255
Newman Dignan & Sheerar Inc
Rhode Island
$2.61M -$84.8K -667 -3%
HWA
256
Hillcrest Wealth Advisors
New Jersey
$2.58M – – –
CL
257
Choreo LLC
Illinois
$2.57M +$161K +1,276 +7%
MA
258
Montag & Associates
Georgia
$2.56M -$242K -1,906 -9%
VWA
259
Visionary Wealth Advisors
Illinois
$2.5M -$362K -2,846 -13%
Prudential Financial
260
Prudential Financial
New Jersey
$2.48M -$104K -816 -4%
DADC
261
D.A. Davidson & Co
Montana
$2.48M -$3.04M -23,884 -55%
FWCM
262
Ferguson Wellman Capital Management
Oregon
$2.48M +$20.6K +162 +0.8%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$2.48M +$2.29K +18 +0.1%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$2.45M +$45.8K +360 +2%
RBC
265
Roble Belko & Company
Pennsylvania
$2.43M -$8.9K -70 -0.4%
S
266
Sachetta
Massachusetts
$2.42M -$322K -2,391 -12%
DW30
267
Drucker Wealth 3.0
New Jersey
$2.4M +$2.4M +18,899 New
TNB
268
Thomasville National Bank
Georgia
$2.39M -$2.29K -18 -0.1%
MFG
269
Merit Financial Group
Georgia
$2.39M -$22.5K -177 -0.9%
AWM
270
Axxcess Wealth Management
California
$2.34M +$223K +1,757 +11%
PWP
271
Principle Wealth Partners
Connecticut
$2.33M +$285K +2,240 +14%
BJL
272
Brighton Jones LLC
Washington
$2.31M +$67.3K +529 +3%
SOS
273
Silver Oak Securities
Tennessee
$2.3M +$2.16M +16,997 +1,575%
LOIM
274
Liberty One Investment Management
Illinois
$2.29M -$8.27K -65 -0.4%
WWM
275
Western Wealth Management
Colorado
$2.27M -$112K -882 -5%
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