SDY icon

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
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
301
Madison Asset Management
Wisconsin
$2.01M -$276K -2,169 -12%
BAM
302
Belpointe Asset Management
Nevada
$2M +$205K +1,609 +11%
FFN
303
Focus Financial Network
Minnesota
$2M -$39.5K -296 -2%
CST
304
Charles Schwab Trust
Nevada
$2M -$42.6K -335 -2%
OCM
305
One Capital Management
California
$2M +$1.39M +10,940 +230%
MOS
306
MGO One Seven
Ohio
$1.99M +$1.56M +12,289 +364%
MA
307
Mutual Advisors
Nebraska
$1.98M +$106K +788 +6%
AL
308
Aspiriant LLC
California
$1.98M -$25.7K -202 -1%
IAN
309
Integrated Advisors Network
Texas
$1.97M +$30.3K +238 +2%
HFA
310
High Falls Advisors
New York
$1.97M +$134K +1,057 +7%
SPC
311
Sigma Planning Corp
Michigan
$1.97M +$13.2K +104 +0.7%
CB
312
Cadence Bank
Mississippi
$1.96M -$190K -1,492 -9%
AWM
313
Aberdeen Wealth Management
Illinois
$1.92M +$382 +3 +0%
HCM
314
Hollencrest Capital Management
California
$1.9M – – –
LRWA
315
Long Run Wealth Advisors
New York
$1.9M – – –
PAM
316
Peak Asset Management
Colorado
$1.89M – – –
PLU
317
Performa Ltd (US)
South Carolina
$1.88M – – –
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$1.86M +$476K +3,744 +34%
LNB
319
Ledyard National Bank
$1.86M -$218K -1,714 -10%
MSWM
320
McGlone Suttner Wealth Management
Wisconsin
$1.83M – – –
CMP
321
Coston McIsaac & Partners
Maine
$1.83M -$49.5K -389 -3%
BA
322
Bridge Advisory
California
$1.82M +$3.43K +27 +0.2%
PI
323
PFG Investments
New York
$1.82M +$161K +1,265 +10%
GI
324
GLOBALT Investments
Georgia
$1.8M -$197K -1,546 -10%
PS
325
Principal Securities
Iowa
$1.79M -$32.3K -254 -2%
11 12
13
14 15