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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 %
FFM
376
Forum Financial Management
Illinois
$1.32M -$174K -1,370 -12%
WWA
377
WCG Wealth Advisors
Nevada
$1.32M +$10.6K +83 +0.8%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$120K +943 +10%
HTIM
379
Harbour Trust & Investment Management
Indiana
$1.32M -$95.8K -753 -7%
DCM
380
Donaldson Capital Management
Indiana
$1.32M -$66K -519 -5%
LFG
381
Larson Financial Group
Missouri
$1.32M +$1.19M +9,346 +934%
CT
382
Coastline Trust
Rhode Island
$1.31M -$251K -1,974 -16%
APP
383
Avantax Planning Partners
Iowa
$1.31M +$1.02K +8 +0.1%
VCM
384
Virtue Capital Management
Tennessee
$1.3M +$12.1K +92 +0.9%
DWM
385
Dakota Wealth Management
Florida
$1.3M – – –
MBI
386
May Barnhard Investments
Maryland
$1.29M -$16.7K -131 -1%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$1.29M +$702K +5,519 +120%
PAM
388
Palisade Asset Management
Minnesota
$1.28M -$53.9K -424 -4%
MA
389
MAS Advisors
Florida
$1.27M -$2.66M -20,947 -68%
CCA
390
Conservest Capital Advisors
Pennsylvania
$1.27M – – –
IA
391
IFG Advisory
Georgia
$1.25M -$27.1K -213 -2%
SMA
392
Sage Mountain Advisors
Georgia
$1.25M -$17.6K -138 -1%
SS
393
Sunbelt Securities
Texas
$1.24M +$55.8K +439 +5%
NFC
394
Northeast Financial Consultants
Connecticut
$1.24M +$8.01K +63 +0.7%
PSF
395
Pacific Sun Financial
California
$1.24M -$38.2K -300 -3%
PA
396
Parallel Advisors
California
$1.23M -$55.3K -435 -4%
SPA
397
Sentinel Pension Advisors
Massachusetts
$1.23M +$4.07K +32 +0.3%
FA
398
Flagstar Advisors
New York
$1.23M +$40.8K +321 +3%
HWM
399
Howard Wealth Management
Connecticut
$1.22M +$26.5K +208 +2%
WF
400
Warner Financial
Maryland
$1.22M +$3.69K +29 +0.3%
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