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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 %
BA
326
Bridge Advisory
California
$1.88M +$10.2K +78 +0.5%
BAM
327
Belpointe Asset Management
Nevada
$1.86M +$731K +5,570 +65%
MA
328
Mutual Advisors
Nebraska
$1.84M -$22.3K -170 -1%
LPAM
329
Lodestar Private Asset Management
California
$1.79M -$11K -84 -0.6%
SIA
330
Schechter Investment Advisors
Michigan
$1.76M +$1.76M +13,442 New
ICG
331
InterOcean Capital Group
Tennessee
$1.76M -$33.1K -252 -2%
SFA
332
Sequoia Financial Advisors
Ohio
$1.75M +$1.97K +15 +0.1%
AC
333
Abbrea Capital
California
$1.74M -$23.4K -178 -1%
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$1.74M +$416K +3,170 +31%
ECM
335
Evergreen Capital Management
Washington
$1.74M – – –
SMG
336
Smart Money Group
Texas
$1.73M -$134K -1,054 -7%
PI
337
PFG Investments
New York
$1.71M +$605K +4,607 +55%
RWIA
338
Roger Wittlin Investment Advisory
California
$1.7M -$1.11M -8,464 -40%
IRC
339
Investors Research Corp
Georgia
$1.7M -$117K -895 -6%
BFPW
340
BOK Financial Private Wealth
Colorado
$1.69M +$64K +488 +4%
AIA
341
Alera Investment Advisors
Illinois
$1.67M – – –
FHB
342
First Hawaiian Bank
Hawaii
$1.66M – – –
KeyBank National Association
343
KeyBank National Association
Ohio
$1.66M -$12.5K -95 -0.7%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$1.65M -$106K -808 -6%
TCM
345
Tufton Capital Management
Maryland
$1.65M +$135K +1,027 +9%
CT
346
Coastline Trust
Rhode Island
$1.62M -$159K -1,209 -9%
IFA
347
Index Fund Advisors
California
$1.61M – – –
PVAMC
348
PPS&V Asset Management Consultants
Michigan
$1.6M +$2.49K +19 +0.2%
BO
349
Bank OZK
Arkansas
$1.59M -$50.9K -388 -3%
MFG
350
MidWestOne Financial Group
Iowa
$1.59M +$7.22K +55 +0.5%
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