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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 %
SI
251
Stephens Inc
Arkansas
$2.93M -$361K -2,730 -11%
WF
252
Welch & Forbes
Massachusetts
$2.89M – – –
SCA
253
Snowden Capital Advisors
New York
$2.89M +$262K +1,984 +10%
PD
254
Planning Directions
Pennsylvania
$2.87M -$125K -949 -4%
CIC
255
Carnegie Investment Counsel
Ohio
$2.85M +$25.6K +194 +0.9%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$2.81M -$17.5K -128 -0.6%
NCM
257
Narwhal Capital Management
Georgia
$2.77M – – –
ASN
258
Advisory Services Network
Georgia
$2.77M -$90.4K -684 -3%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$2.77M +$6.74K +51 +0.2%
FWCM
260
Ferguson Wellman Capital Management
Oregon
$2.75M +$321K +2,432 +13%
WWM
261
Western Wealth Management
Colorado
$2.73M +$392K +2,968 +17%
EP
262
Essential Planning
New Hampshire
$2.72M +$2.72M +19,448 New
CFG
263
Citizens Financial Group
Rhode Island
$2.71M +$64.7K +490 +2%
LSA
264
Lansing Street Advisors
Pennsylvania
$2.71M -$155K -1,170 -5%
CL
265
Choreo LLC
Illinois
$2.7M -$72K -545 -3%
DAS
266
Dynamic Advisor Solutions
Arizona
$2.69M -$997K -7,551 -27%
HWA
267
Hillcrest Wealth Advisors
New Jersey
$2.68M – – –
MA
268
Montag & Associates
Georgia
$2.67M +$660 +5 +0%
NDSI
269
Newman Dignan & Sheerar Inc
Rhode Island
$2.67M -$24.3K -184 -0.9%
ATC
270
Argent Trust Co
Tennessee
$2.62M -$132K -1,000 -5%
BEI
271
Benjamin Edwards Inc
Missouri
$2.61M +$75.2K +569 +3%
PAS
272
PKS Advisory Services
New York
$2.59M +$2.59M +19,594 New
SAM
273
Strategy Asset Managers
California
$2.56M -$125K -949 -5%
SMFG
274
Sumitomo Mitsui Financial Group
Japan
$2.55M -$119K -902 -4%
AWM
275
Axxcess Wealth Management
California
$2.54M +$167K +1,262 +7%
9 10
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