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State Street SPDR S&P Dividend ETF
SDY

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: 1,103 → 1,155 (+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: 43 → 43 (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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$158M
2
JP Morgan Chase
JP Morgan Chase
New York
+$16.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.41M
4
GB
Gunma Bank
Japan
+$9.06M
5
HCP
Holt Capital Partners
Texas
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$45.5M
2
Ameriprise
Ameriprise
Minnesota
-$31.6M
3
ODG
O'Dell Group
Ohio
-$25.4M
4
Bank of America
Bank of America
North Carolina
-$19.2M
5
LPL Financial
LPL Financial
California
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
301
Aspiriant LLC
California
$2.21M – – –
HFA
302
High Falls Advisors
New York
$2.2M +$811 +6 +0%
IP
303
Investment Partners
Ohio
$2.2M -$255K -1,885 -11%
CB
304
Cadence Bank
Mississippi
$2.18M -$1.22K -9 -0.1%
Tudor Investment Corp
305
Tudor Investment Corp
Connecticut
$2.18M +$1.4M +10,372 +208%
USB
306
Union Savings Bank
Connecticut
$2.18M -$159K -1,178 -7%
FTUS
307
Flow Traders U.S.
New York
$2.18M +$2.08M +15,343 New
IAN
308
Integrated Advisors Network
Texas
$2.18M -$28K -207 -1%
BAM
309
Belpointe Asset Management
Nevada
$2.16M -$73K -540 -3%
FFN
310
Focus Financial Network
Minnesota
$2.13M +$5.41K +40 +0.3%
EIG
311
Ellenbecker Investment Group
Wisconsin
$2.13M -$126K -930 -6%
HTC
312
Haverford Trust Company
Pennsylvania
$2.12M -$156K -1,155 -7%
AWM
313
Aberdeen Wealth Management
Illinois
$2.11M -$30.3K -224 -1%
PAM
314
Peak Asset Management
Colorado
$2.11M -$2.71K -20 -0.1%
WSFS
315
Wilmington Savings Fund Society
Delaware
$2.11M +$1.55M +11,436 +336%
PLU
316
Performa Ltd (US)
South Carolina
$2.1M – – –
OIA
317
OneDigital Investment Advisors
Kansas
$2.09M -$207K -1,533 -9%
MA
318
Mutual Advisors
Nebraska
$2.08M -$6.63K -49 -0.3%
SPC
319
Sigma Planning Corp
Michigan
$2.06M -$139K -1,031 -7%
BA
320
Bridge Advisory
California
$2.05M +$9.33K +69 +0.5%
PI
321
PFG Investments
New York
$2.04M +$8.25K +61 +0.4%
LRWA
322
Long Run Wealth Advisors
New York
$2.03M -$85.6K -633 -4%
CST
323
Charles Schwab Trust
Nevada
$2.02M -$198K -1,466 -9%
Two Sigma Investments
324
Two Sigma Investments
New York
$2.01M +$1.91M +14,159 New
ECM
325
Evergreen Capital Management
Washington
$2.01M +$59.5K +440 +3%
11 12
13
14 15

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.