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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 %
BSW
326
Buckingham Strategic Wealth
Missouri
$1.76M -$195K -1,530 -10%
CFG
327
Citizens Financial Group
Rhode Island
$1.76M +$1.29M +10,107 +269%
VA
328
Valmark Advisers
Ohio
$1.75M -$160K -1,261 -8%
ECM
329
Evergreen Capital Management
Washington
$1.74M +$59.8K +470 +4%
DWP
330
Daymark Wealth Partners
Ohio
$1.74M +$1.47M +11,590 +553%
SMG
331
Smart Money Group
Texas
$1.73M -$102K -756 -6%
SFA
332
Sequoia Financial Advisors
Ohio
$1.72M +$19.1K +150 +1%
SIA
333
Schechter Investment Advisors
Michigan
$1.7M -$10.4K -82 -0.6%
LPAM
334
Lodestar Private Asset Management
California
$1.69M -$42.4K -333 -2%
TIAA Trust, National Association
335
TIAA Trust, National Association
North Carolina
$1.66M -$29.6K -233 -2%
RWIA
336
Roger Wittlin Investment Advisory
California
$1.66M +$11.1K +87 +0.7%
AIA
337
Alera Investment Advisors
Illinois
$1.62M – – –
MFG
338
MidWestOne Financial Group
Iowa
$1.61M +$73.8K +580 +5%
FTS
339
Fifth Third Securities
Ohio
$1.6M +$117K +922 +8%
TCM
340
Tufton Capital Management
Maryland
$1.6M -$3.56K -28 -0.2%
IRC
341
Investors Research Corp
Georgia
$1.58M -$59.5K -468 -4%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$1.58M -$2.77M -21,743 -64%
AC
343
Abbrea Capital
California
$1.57M -$116K -911 -7%
BFPW
344
BOK Financial Private Wealth
Colorado
$1.56M -$77.5K -609 -5%
KeyBank National Association
345
KeyBank National Association
Ohio
$1.56M -$49.3K -388 -3%
IFA
346
Index Fund Advisors
California
$1.56M – – –
TA
347
TFG Advisers
Michigan
$1.54M +$7K +55 +0.5%
BO
348
Bank OZK
Arkansas
$1.54M -$5.47K -43 -0.4%
AP
349
Aspect Partners
Virginia
$1.53M +$4.32K +34 +0.3%
BFG
350
Bouchey Financial Group
New York
$1.53M – – –
12 13
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