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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
301
Eagle Strategies
New York
$2.16M +$62.1K +470 +3%
OAM
302
Occidental Asset Management
California
$2.14M – – –
BAM
303
Belpointe Asset Management
Nevada
$2.14M +$13.4K +96 +0.6%
Citadel Advisors
304
Citadel Advisors
Florida
$2.14M +$1.21M +9,134 +129%
CAG
305
Csenge Advisory Group
Florida
$2.12M +$1.59M +12,062 +304%
EWA
306
EverSource Wealth Advisors
Alabama
$2.11M -$1.65M -12,475 -44%
WSFS
307
Wilmington Savings Fund Society
Delaware
$2.11M +$146K +1,106 +7%
MAM
308
Madison Asset Management
Wisconsin
$2.09M – – –
MIA
309
Madison Investment Advisors
Wisconsin
$2.09M +$2.09M +15,793 New
SWM
310
Spire Wealth Management
Virginia
$2.07M -$4.62K -35 -0.2%
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$2.06M +$233K +1,763 +13%
AL
312
Aspiriant LLC
California
$2.06M – – –
IP
313
Investment Partners
Ohio
$2.05M – – –
TIAA Trust, National Association
314
TIAA Trust, National Association
North Carolina
$2.02M +$234K +1,773 +13%
HFA
315
High Falls Advisors
New York
$2.02M -$33.6K -254 -2%
PWM
316
Pines Wealth Management
North Carolina
$2.01M +$2.01M +15,639 New
D.E. Shaw & Co
317
D.E. Shaw & Co
New York
$2.01M +$2.01M +15,216 New
AI
318
Atria Investments
North Carolina
$2M -$78.3K -593 -4%
SFA
319
Sequoia Financial Advisors
Ohio
$1.99M +$187K +1,419 +10%
USB
320
Union Savings Bank
Connecticut
$1.99M -$38.2K -289 -2%
PI
321
PFG Investments
New York
$1.97M +$71.6K +542 +4%
AWM
322
Aberdeen Wealth Management
Illinois
$1.97M +$396 +3 +0%
MA
323
Mutual Advisors
Nebraska
$1.97M -$932 -7 -0%
PAM
324
Peak Asset Management
Colorado
$1.97M – – –
FFN
325
Focus Financial Network
Minnesota
$1.96M -$17.6K -133 -0.9%
11 12
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