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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
BlackRock
251
BlackRock
New York
$2.99M -$1.53M -11,328 -35%
DADC
252
D.A. Davidson & Co
Montana
$2.98M +$201K +1,486 +8%
NCM
253
Narwhal Capital Management
Georgia
$2.98M
CL
254
Choreo LLC
Illinois
$2.98M +$82.5K +610 +3%
ATC
255
Argent Trust Co
Tennessee
$2.96M
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$2.93M -$442K -3,270 -14%
RWMG
257
Redwood Wealth Management Group
New Jersey
$2.92M -$278K -2,057 -9%
SAM
258
Strategy Asset Managers
California
$2.89M +$427K +3,157 +18%
HWA
259
Hillcrest Wealth Advisors
New Jersey
$2.88M
SMFG
260
Sumitomo Mitsui Financial Group
Japan
$2.87M -$207K -1,530 -7%
MA
261
Montag & Associates
Georgia
$2.87M +$16.5K +122 +0.6%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$2.87M -$9.74K -72 -0.4%
CFG
263
Citizens Financial Group
Rhode Island
$2.85M +$839K +6,201 +45%
HCM
264
Highview Capital Management
Illinois
$2.84M +$2.71M +20,021 New
SCA
265
Snowden Capital Advisors
New York
$2.83M -$84.3K -623 -3%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$2.8M +$2.09M +15,432 +281%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$2.76M +$950K +7,021 +57%
ASN
268
Advisory Services Network
Georgia
$2.76M
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$2.73M -$33.4K -247 -1%
BEI
270
Benjamin Edwards Inc
Missouri
$2.72M +$2.59M +19,148 New
RBC
271
Roble Belko & Company
Pennsylvania
$2.71M
VWA
272
Visionary Wealth Advisors
Illinois
$2.71M -$76.3K -564 -3%
Prudential Financial
273
Prudential Financial
New Jersey
$2.71M -$66.1K -489 -3%
DW30
274
Drucker Wealth 3.0
New Jersey
$2.7M +$19.2K +142 +0.8%
TNB
275
Thomasville National Bank
Georgia
$2.62M -$47.3K -350 -2%

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.