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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
16.07%
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 %
LNB
301
Ledyard National Bank
$2.15M -$113K -860 -5%
OAM
302
Occidental Asset Management
California
$2.13M – – –
HTC
303
Haverford Trust Company
Pennsylvania
$2.12M +$4.86K +37 +0.2%
PWP
304
Principle Wealth Partners
Connecticut
$2.11M – – –
EIG
305
Ellenbecker Investment Group
Wisconsin
$2.11M -$32.4K -247 -2%
CST
306
Charles Schwab Trust
Nevada
$2.1M -$1.12M -8,532 -35%
CF
307
Centaurus Financial
California
$2.09M -$104K -792 -5%
AL
308
Aspiriant LLC
California
$2.07M +$569K +4,336 +38%
GI
309
GLOBALT Investments
Georgia
$2.06M -$125K -951 -6%
BSW
310
Buckingham Strategic Wealth
Missouri
$2.02M +$31.1K +237 +2%
SPC
311
Sigma Planning Corp
Michigan
$2.02M +$15K +114 +0.7%
IAN
312
Integrated Advisors Network
Texas
$2.01M +$394 +3 +0%
ES
313
Eagle Strategies
New York
$2M -$578K -4,401 -22%
AWM
314
Aberdeen Wealth Management
Illinois
$1.98M +$262 +2 +0%
VA
315
Valmark Advisers
Ohio
$1.98M -$26.1K -199 -1%
HCM
316
Hollencrest Capital Management
California
$1.96M -$10.6M -80,416 -84%
LRWA
317
Long Run Wealth Advisors
New York
$1.96M – – –
PAM
318
Peak Asset Management
Colorado
$1.95M +$7.22K +55 +0.4%
CMP
319
Coston McIsaac & Partners
Maine
$1.94M -$8.01K -61 -0.4%
PLU
320
Performa Ltd (US)
South Carolina
$1.94M – – –
MSWM
321
McGlone Suttner Wealth Management
Wisconsin
$1.93M – – –
FFN
322
Focus Financial Network
Minnesota
$1.92M -$377K -3,003 -16%
Renaissance Technologies
323
Renaissance Technologies
New York
$1.92M +$1.92M +14,600 New
HFA
324
High Falls Advisors
New York
$1.9M -$55.5K -423 -3%
PS
325
Principal Securities
Iowa
$1.88M -$267K -2,036 -12%
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