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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
WPC
351
White Pine Capital
Minnesota
$1.69M +$55.3K +409 +4%
TA
352
TFG Advisers
Michigan
$1.69M -$33K -244 -2%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$1.68M +$156K +1,150 +11%
AP
354
Aspect Partners
Virginia
$1.67M -$38.1K -282 -2%
HC
355
Hourglass Capital
Texas
$1.66M +$9.47K +70 +0.6%
MSWM
356
McGlone Suttner Wealth Management
Wisconsin
$1.65M -$415K -3,068 -21%
CW
357
Cooksen Wealth
Texas
$1.64M -$34.6K -256 -2%
IA
358
IFP Advisors
Florida
$1.64M -$57.7K -427 -4%
FFM
359
Forum Financial Management
Illinois
$1.62M +$138K +1,023 +10%
CAM
360
Creekmur Asset Management
Illinois
$1.6M +$1.08K +8 +0.1%
TWP
361
Tyche Wealth Partners
Texas
$1.59M +$6.22K +46 +0.4%
JWM
362
Jeppson Wealth Management
California
$1.58M -$52.7K -390 -3%
SCTC
363
Sanibel Captiva Trust Company
Florida
$1.56M +$385K +2,845 +35%
PFPT
364
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.55M +$15.1K +112 +1%
R
365
Rebalance
California
$1.54M +$8.11K +60 +0.6%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$1.54M -$513K -3,793 -26%
IFG
367
Independent Financial Group
California
$1.54M +$118K +873 +9%
TCOV
368
Trust Company of Vermont
Vermont
$1.54M -$10.1K -75 -0.7%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$42.2K +312 +3%
OCM
370
One Capital Management
California
$1.51M -$689K -5,092 -32%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$1.5M +$54.6K +404 +4%
GVAG
372
Great Valley Advisor Group
Delaware
$1.49M +$140K +1,037 +11%
FHB
373
First Hawaiian Bank
Hawaii
$1.49M -$101K -745 -7%
SMC
374
Smith, Moore & Co
Missouri
$1.49M -$21.2K -157 -1%
AA
375
Ancora Advisors
Ohio
$1.49M -$10.5K -78 -0.7%

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.