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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
15.92%
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 %
SIG
351
Stonegate Investment Group
Alabama
$1.52M -$2.23M -17,538 -59%
IA
352
IFP Advisors
Florida
$1.52M +$61.9K +487 +4%
CCM
353
Cambridge Capital Management
Illinois
$1.51M -$4.58K -36 -0.3%
CW
354
Cooksen Wealth
Texas
$1.5M +$21.6K +170 +1%
HC
355
Hourglass Capital
Texas
$1.47M -$2.29K -18 -0.2%
JWM
356
Jeppson Wealth Management
California
$1.47M -$65.5K -515 -4%
WPC
357
White Pine Capital
Minnesota
$1.46M – – –
RIA
358
Realta Investment Advisors
Delaware
$1.45M +$501K +3,942 +53%
MLFP
359
MPS Loria Financial Planners
Illinois
$1.44M -$64.1K -504 -4%
CAM
360
Creekmur Asset Management
Illinois
$1.43M +$1.4K +11 +0.1%
FHB
361
First Hawaiian Bank
Hawaii
$1.43M -$181K -1,420 -11%
TWP
362
Tyche Wealth Partners
Texas
$1.42M -$18.6K -146 -1%
MWM
363
McNaughton Wealth Management
California
$1.42M +$65.8K +517 +5%
DC
364
Destiny Capital
Colorado
$1.4M -$15.1K -119 -1%
BHWM
365
Bar Harbor Wealth Management
New Hampshire
$1.39M – – –
TCOV
366
Trust Company of Vermont
Vermont
$1.39M +$32.9K +259 +2%
PFP
367
Pinnacle Financial Partners
Tennessee
$1.38M – – –
LFAS
368
Level Four Advisory Services
Texas
$1.38M -$238K -1,872 -15%
R
369
Rebalance
California
$1.37M +$9.03K +71 +0.7%
HI
370
Harbour Investments
Wisconsin
$1.37M +$31K +244 +2%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$1.36M -$160K -1,255 -11%
SMC
372
Smith, Moore & Co
Missouri
$1.35M -$15K -118 -1%
AA
373
Ancora Advisors
Ohio
$1.34M +$4.83K +38 +0.4%
CF
374
Centaurus Financial
California
$1.33M -$689K -5,418 -34%
HHRDM
375
H&H Retirement Design & Management
Nevada
$1.32M +$15.4K +116 +1%
13 14
15
16 17