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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 %
LFAS
351
Level Four Advisory Services
Texas
$1.59M – – –
TA
352
TFG Advisers
Michigan
$1.59M +$4.07K +31 +0.3%
JWM
353
Jeppson Wealth Management
California
$1.58M -$72.2K -550 -4%
ASN
354
Advisory Services Network
Georgia
$1.58M -$202K -1,541 -11%
BFG
355
Bouchey Financial Group
New York
$1.57M – – –
P
356
&Partners
Tennessee
$1.57M +$1.57M +11,999 New
AP
357
Aspect Partners
Virginia
$1.57M +$2.89K +22 +0.2%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$1.56M +$107K +817 +7%
CCM
359
Cambridge Capital Management
Illinois
$1.56M -$46.5K -354 -3%
MLFP
360
MPS Loria Financial Planners
Illinois
$1.55M +$4.86K +37 +0.3%
SFB
361
STAR Financial Bank
Indiana
$1.54M -$28.9K -220 -2%
FFM
362
Forum Financial Management
Illinois
$1.54M +$174K +1,324 +13%
AM
363
AGF Management
Ontario, Canada
$1.53M -$13.1K -100 -0.9%
FTS
364
Fifth Third Securities
Ohio
$1.53M -$1.91M -14,551 -56%
OIA
365
OneDigital Investment Advisors
Kansas
$1.53M +$343K +2,610 +29%
CW
366
Cooksen Wealth
Texas
$1.53M +$39.8K +303 +3%
HC
367
Hourglass Capital
Texas
$1.52M -$47.9K -365 -3%
IA
368
IFP Advisors
Florida
$1.5M -$335K -2,550 -18%
TWP
369
Tyche Wealth Partners
Texas
$1.49M +$606K +4,621 +69%
CAM
370
Creekmur Asset Management
Illinois
$1.48M -$90.8K -692 -6%
FLPIM
371
F.L. Putnam Investment Management
Massachusetts
$1.47M -$154K -1,171 -9%
DC
372
Destiny Capital
Colorado
$1.46M – – –
WPC
373
White Pine Capital
Minnesota
$1.46M -$44.5K -350 -3%
HTIM
374
Harbour Trust & Investment Management
Indiana
$1.46M -$138K -1,052 -9%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$1.43M -$21.1K -161 -1%
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