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State Street SPDR S&P Dividend ETF

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: 1,1031,155 (+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: 4343 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
326
Ledyard National Bank
$1.99M -$84.9K -628 -4%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$1.97M -$469K -3,468 -20%
GI
328
GLOBALT Investments
Georgia
$1.96M -$49.4K -365 -3%
CA
329
CoreCap Advisors
Michigan
$1.96M -$346K -2,555 -16%
PS
330
Principal Securities
Iowa
$1.95M -$45K -333 -2%
VA
331
Valmark Advisers
Ohio
$1.95M -$9.06K -67 -0.5%
SFA
332
Sequoia Financial Advisors
Ohio
$1.94M +$21.8K +161 +1%
HCM
333
Hollencrest Capital Management
California
$1.93M -$185K -1,365 -9%
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$1.93M +$70.9K +524 +4%
RWIA
335
Roger Wittlin Investment Advisory
California
$1.86M +$9.87K +73 +0.6%
LPAM
336
Lodestar Private Asset Management
California
$1.85M -$33K -244 -2%
DWP
337
Daymark Wealth Partners
Ohio
$1.84M -$96.7K -715 -5%
FTS
338
Fifth Third Securities
Ohio
$1.82M +$31.4K +232 +2%
AIA
339
Alera Investment Advisors
Illinois
$1.81M
TCM
340
Tufton Capital Management
Maryland
$1.78M +$1.08K +8 +0.1%
SIA
341
Schechter Investment Advisors
Michigan
$1.76M -$135K -1,000 -7%
IRC
342
Investors Research Corp
Georgia
$1.75M -$16.2K -120 -1%
IFA
343
Index Fund Advisors
California
$1.74M
MFG
344
MidWestOne Financial Group
Iowa
$1.73M -$69.9K -517 -4%
SMG
345
Smart Money Group
Texas
$1.72M -$54.6K -404 -3%
ACI
346
Alpha Cubed Investments
California
$1.71M -$4.59M -33,916 -74%
BO
347
Bank OZK
Arkansas
$1.71M -$13.8K -102 -0.8%
BFG
348
Bouchey Financial Group
New York
$1.7M
SIG
349
Stonegate Investment Group
Alabama
$1.69M -$8.11K -60 -0.5%
MWM
350
McNaughton Wealth Management
California
$1.69M +$105K +773 +7%

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.