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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
FWCM
276
Ferguson Wellman Capital Management
Oregon
$2.61M -$156K -1,155 -6%
NEPWA
277
New England Private Wealth Advisors
Massachusetts
$2.59M -$470K -3,472 -16%
S
278
Sachetta
Massachusetts
$2.55M -$1.22K -9 -0.1%
AWM
279
Axxcess Wealth Management
California
$2.55M -$57.6K -426 -2%
LOIM
280
Liberty One Investment Management
Illinois
$2.55M -$10.4K -77 -0.4%
WWM
281
Western Wealth Management
Colorado
$2.52M -$17K -126 -0.7%
PWP
282
Principle Wealth Partners
Connecticut
$2.5M -$97.4K -720 -4%
HCA
283
Harbour Capital Advisors
Virginia
$2.5M
AWA
284
Arkadios Wealth Advisors
Georgia
$2.49M +$76.3K +564 +3%
RIA
285
Retirement Investment Advisors
Oklahoma
$2.42M -$31.8K -235 -1%
FT
286
Fiduciary Trust
Massachusetts
$2.41M -$32.3K -239 -1%
PP
287
PDS Planning
Ohio
$2.38M -$24.6K -182 -1%
AWM
288
Apollon Wealth Management
South Carolina
$2.37M -$75.1K -555 -3%
OAM
289
Occidental Asset Management
California
$2.3M
CAM
290
Cozad Asset Management
Illinois
$2.3M -$71.5K -529 -3%
BRWA
291
B. Riley Wealth Advisors
Florida
$2.29M -$765K -5,657 -26%
SP
292
Stablepoint Partners
Massachusetts
$2.29M -$95.1K -703 -4%
MFG
293
Merit Financial Group
Georgia
$2.28M -$371K -2,745 -15%
CAGAS
294
Capital Advisory Group Advisory Services
Minnesota
$2.26M -$33.8K -250 -2%
ES
295
Eagle Strategies
New York
$2.25M -$16.6K -123 -0.8%
MAM
296
Madison Asset Management
Wisconsin
$2.24M
MOS
297
MGO One Seven
Ohio
$2.24M +$12.8K +95 +0.6%
SWM
298
Spire Wealth Management
Virginia
$2.24M -$74.8K -553 -3%
AI
299
Atria Investments
North Carolina
$2.23M -$77.8K -575 -4%
PSP
300
Principal Street Partners
Tennessee
$2.22M

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.