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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
16.08%
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 %
Natixis Advisors
276
Natixis Advisors
Massachusetts
$2.49M +$810K +6,170 +48%
BFEC
277
Benjamin F. Edwards & Company
Missouri
$2.49M +$55.4K +422 +2%
TNB
278
Thomasville National Bank
Georgia
$2.47M -$787 -6 -0%
WWM
279
Western Wealth Management
Colorado
$2.46M -$20.1K -153 -0.8%
MFG
280
Merit Financial Group
Georgia
$2.44M +$239K +1,862 +11%
AWM
281
Apollon Wealth Management
South Carolina
$2.4M -$213K -1,626 -8%
Barclays
282
Barclays
United Kingdom
$2.39M +$2.39M +18,191 New
Mirae Asset Global Investments
283
Mirae Asset Global Investments
South Korea
$2.38M -$446K -3,400 -16%
LOIM
284
Liberty One Investment Management
Illinois
$2.37M -$64K -488 -3%
MAM
285
Madison Asset Management
Wisconsin
$2.36M -$2.76M -21,056 -54%
BJL
286
Brighton Jones LLC
Washington
$2.32M -$60.1K -458 -3%
SAM
287
Strategy Asset Managers
California
$2.32M -$35.3K -269 -2%
HCA
288
Harbour Capital Advisors
Virginia
$2.31M – – –
AI
289
Atria Investments
North Carolina
$2.3M +$84.3K +642 +4%
SP
290
Stablepoint Partners
Massachusetts
$2.3M +$411K +3,129 +22%
SWM
291
Spire Wealth Management
Virginia
$2.28M -$69.2K -527 -3%
PSP
292
Principal Street Partners
Tennessee
$2.28M +$12.5K +95 +0.6%
FT
293
Fiduciary Trust
Massachusetts
$2.25M +$161K +1,225 +8%
IF
294
Intrua Financial
Texas
$2.22M -$650K -4,956 -23%
CB
295
Cadence Bank
Mississippi
$2.21M -$1.05K -8 -0%
PP
296
PDS Planning
Ohio
$2.21M -$8.27K -63 -0.4%
USB
297
Union Savings Bank
Connecticut
$2.18M -$70.7K -539 -3%
AWM
298
Axxcess Wealth Management
California
$2.18M -$570K -4,346 -21%
CAM
299
Cozad Asset Management
Illinois
$2.17M +$174K +1,328 +9%
CAGAS
300
Capital Advisory Group Advisory Services
Minnesota
$2.15M -$13.1K -100 -0.6%
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