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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 %
BRWA
326
B. Riley Wealth Advisors
Florida
$1.95M -$188K -1,423 -9%
PLU
327
Performa Ltd (US)
South Carolina
$1.95M – – –
CAGAS
328
Capital Advisory Group Advisory Services
Minnesota
$1.94M -$162K -1,225 -8%
IAN
329
Integrated Advisors Network
Texas
$1.94M -$83.4K -631 -4%
EIG
330
Ellenbecker Investment Group
Wisconsin
$1.94M -$44.9K -340 -2%
CB
331
Cadence Bank
Mississippi
$1.93M -$102K -771 -5%
ECM
332
Evergreen Capital Management
Washington
$1.92M +$53K +401 +3%
CSP
333
Cary Street Partners
Virginia
$1.9M +$1.9M +14,393 New
LRWA
334
Long Run Wealth Advisors
New York
$1.9M +$11.4K +86 +0.6%
OIA
335
OneDigital Investment Advisors
Kansas
$1.88M -$61.2K -463 -3%
VWA
336
Visionary Wealth Advisors
Illinois
$1.87M -$651K -4,927 -26%
MSWM
337
McGlone Suttner Wealth Management
Wisconsin
$1.85M +$319K +2,414 +21%
CMP
338
Coston McIsaac & Partners
Maine
$1.85M -$62.6K -474 -3%
IA
339
IFG Advisory
Georgia
$1.85M +$516K +3,905 +39%
SA
340
Sovran Advisors
California
$1.84M +$1.84M +14,026 New
VA
341
Valmark Advisers
Ohio
$1.82M +$8.85K +67 +0.5%
PS
342
Principal Securities
Iowa
$1.81M -$3.83K -29 -0.2%
SB
343
Strategic Blueprint
Georgia
$1.78M +$841K +6,363 +89%
FTS
344
Fifth Third Securities
Ohio
$1.78M +$90K +681 +5%
RWIA
345
Roger Wittlin Investment Advisory
California
$1.78M +$46.9K +355 +3%
GI
346
GLOBALT Investments
Georgia
$1.77M -$53K -401 -3%
Vanguard Group
347
Vanguard Group
Pennsylvania
$1.76M -$66.5M -503,212 -97%
LNB
348
Ledyard National Bank
$1.75M -$103K -776 -6%
LPAM
349
Lodestar Private Asset Management
California
$1.67M -$52.7K -399 -3%
HTC
350
Haverford Trust Company
Pennsylvania
$1.66M -$310K -2,345 -16%
12 13
14
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