SDY icon

SPDR S&P Dividend ETF

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$1.97M -$493K -3,468 -20%
GI
327
GLOBALT Investments
Georgia
$1.96M -$51.8K -365 -3%
CA
328
CoreCap Advisors
Michigan
$1.96M -$363K -2,555 -16%
PS
329
Principal Securities
Iowa
$1.95M -$47.3K -333 -2%
VA
330
Valmark Advisers
Ohio
$1.95M -$9.52K -67 -0.5%
SFA
331
Sequoia Financial Advisors
Ohio
$1.94M +$22.9K +161 +1%
HCM
332
Hollencrest Capital Management
California
$1.93M -$194K -1,365 -9%
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$1.93M +$74.4K +524 +4%
RWIA
334
Roger Wittlin Investment Advisory
California
$1.86M +$10.4K +73 +0.6%
LPAM
335
Lodestar Private Asset Management
California
$1.85M -$34.7K -244 -2%
DWP
336
Daymark Wealth Partners
Ohio
$1.84M -$102K -715 -5%
FTS
337
Fifth Third Securities
Ohio
$1.82M +$33K +232 +2%
AIA
338
Alera Investment Advisors
Illinois
$1.81M
TCM
339
Tufton Capital Management
Maryland
$1.78M +$1.14K +8 +0.1%
SIA
340
Schechter Investment Advisors
Michigan
$1.76M -$142K -1,000 -7%
IRC
341
Investors Research Corp
Georgia
$1.75M -$17K -120 -1%
IFA
342
Index Fund Advisors
California
$1.74M
MFG
343
MidWestOne Financial Group
Iowa
$1.73M -$73.4K -517 -4%
SMG
344
Smart Money Group
Texas
$1.72M -$55.8K -404 -3%
ACI
345
Alpha Cubed Investments
California
$1.71M -$4.82M -33,916 -74%
BO
346
Bank OZK
Arkansas
$1.71M -$14.5K -102 -0.8%
BFG
347
Bouchey Financial Group
New York
$1.7M
SIG
348
Stonegate Investment Group
Alabama
$1.69M -$8.52K -60 -0.5%
MWM
349
McNaughton Wealth Management
California
$1.69M +$110K +773 +7%
WPC
350
White Pine Capital
Minnesota
$1.69M +$58.1K +409 +4%