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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
$46.2M
2
KAS
Kestra Advisory Services
Texas
$35.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$15.3M
5
AA
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
Bank of America
North Carolina
$996M
3
Ameriprise
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
276
Stablepoint Partners
Massachusetts
$2.25M -$93.9K -701 -4%
HCA
277
Harbour Capital Advisors
Virginia
$2.24M – – –
PSP
278
Principal Street Partners
Tennessee
$2.22M +$14.6K +115 +0.7%
IP
279
Investment Partners
Ohio
$2.21M -$701K -5,509 -24%
FLPIM
280
F.L. Putnam Investment Management
Massachusetts
$2.2M +$774K +6,088 +54%
RIA
281
Retirement Investment Advisors
Oklahoma
$2.2M +$2.2M +17,279 New
AWM
282
Apollon Wealth Management
South Carolina
$2.19M -$133K -1,044 -6%
FT
283
Fiduciary Trust
Massachusetts
$2.18M – – –
AWA
284
Arkadios Wealth Advisors
Georgia
$2.16M +$1.62M +12,707 +298%
PP
285
PDS Planning
Ohio
$2.16M +$17.4K +137 +0.8%
SW
286
SVB Wealth
Massachusetts
$2.16M -$927K -7,285 -30%
TWC
287
TD Waterhouse Canada
Ontario, Canada
$2.15M -$224K -1,779 -9%
CAM
288
Cozad Asset Management
Illinois
$2.12M +$20.5K +161 +1%
SAM
289
Strategy Asset Managers
California
$2.11M -$59.5K -485 -3%
USB
290
Union Savings Bank
Connecticut
$2.1M -$14.5K -114 -0.7%
CA
291
CoreCap Advisors
Michigan
$2.08M -$449K -3,528 -18%
SWM
292
Spire Wealth Management
Virginia
$2.07M -$134K -1,055 -6%
AI
293
Atria Investments
North Carolina
$2.07M -$161K -1,269 -7%
OIA
294
OneDigital Investment Advisors
Kansas
$2.06M +$583K +4,585 +39%
OAM
295
Occidental Asset Management
California
$2.06M – – –
CAGAS
296
Capital Advisory Group Advisory Services
Minnesota
$2.06M -$25.4K -200 -1%
IF
297
Intrua Financial
Texas
$2.05M -$98.8K -777 -5%
HTC
298
Haverford Trust Company
Pennsylvania
$2.05M -$13.2K -104 -0.6%
ES
299
Eagle Strategies
New York
$2.03M +$91.4K +719 +5%
EIG
300
Ellenbecker Investment Group
Wisconsin
$2.03M -$14.8K -116 -0.7%
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