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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 %
SMG
351
Smart Money Group
Texas
$1.66M +$11.4K +86 +0.7%
IA
352
IFP Advisors
Florida
$1.65M +$126K +954 +8%
SIA
353
Schechter Investment Advisors
Michigan
$1.63M – – –
HCM
354
Hollencrest Capital Management
California
$1.62M -$172K -1,304 -10%
IFA
355
Index Fund Advisors
California
$1.62M – – –
IRC
356
Investors Research Corp
Georgia
$1.6M -$31.8K -241 -2%
BFG
357
Bouchey Financial Group
New York
$1.59M – – –
TCM
358
Tufton Capital Management
Maryland
$1.58M -$81.5K -617 -5%
SCTC
359
Sanibel Captiva Trust Company
Florida
$1.58M +$120K +910 +8%
SIG
360
Stonegate Investment Group
Alabama
$1.57M -$2.64K -20 -0.2%
TA
361
TFG Advisers
Michigan
$1.57M -$1.85K -14 -0.1%
MWM
362
McNaughton Wealth Management
California
$1.55M -$28.9K -219 -2%
BO
363
Bank OZK
Arkansas
$1.54M -$45.7K -346 -3%
AP
364
Aspect Partners
Virginia
$1.54M -$14.3K -108 -0.9%
GVAG
365
Great Valley Advisor Group
Delaware
$1.52M +$132K +1,002 +10%
WPC
366
White Pine Capital
Minnesota
$1.51M -$57.1K -432 -4%
FFM
367
Forum Financial Management
Illinois
$1.51M +$1.85K +14 +0.1%
CAM
368
Creekmur Asset Management
Illinois
$1.5M +$10.6K +80 +0.7%
TCOV
369
Trust Company of Vermont
Vermont
$1.48M +$55.9K +423 +4%
HC
370
Hourglass Capital
Texas
$1.47M -$67.4K -510 -4%
ACA
371
Aptus Capital Advisors
Alabama
$1.47M +$1.03M +7,782 +235%
R
372
Rebalance
California
$1.45M +$11.2K +85 +0.8%
LFG
373
Larson Financial Group
Missouri
$1.43M +$56.3K +426 +4%
DWP
374
Daymark Wealth Partners
Ohio
$1.43M -$281K -2,126 -16%
CW
375
Cooksen Wealth
Texas
$1.43M -$97.9K -741 -6%
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