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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
LFG
376
Larson Financial Group
Missouri
$1.48M +$12K +89 +0.9%
DCM
377
Donaldson Capital Management
Indiana
$1.47M +$947 +7 +0.1%
KeyBank National Association
378
KeyBank National Association
Ohio
$1.47M -$259K -1,917 -16%
MLFP
379
MPS Loria Financial Planners
Illinois
$1.47M -$131K -970 -9%
CCM
380
Cambridge Capital Management
Illinois
$1.46M -$211K -1,561 -13%
TRCT
381
Tower Research Capital (TRC)
New York
$1.46M -$2.11M -15,601 -60%
DWM
382
Dakota Wealth Management
Florida
$1.45M
WWA
383
WCG Wealth Advisors
Nevada
$1.45M -$24.3K -180 -2%
SS
384
Sunbelt Securities
Texas
$1.45M +$56.5K +418 +4%
BHWM
385
Bar Harbor Wealth Management
New Hampshire
$1.45M -$96.4K -713 -7%
PWP
386
Pursue Wealth Partners
California
$1.44M +$146K +1,082 +12%
MBI
387
May Barnhard Investments
Maryland
$1.44M -$8.11K -60 -0.6%
DC
388
Destiny Capital
Colorado
$1.43M -$89.3K -660 -6%
IA
389
IFG Advisory
Georgia
$1.43M +$28K +207 +2%
HI
390
Harbour Investments
Wisconsin
$1.43M -$94K -695 -6%
MA
391
MAS Advisors
Florida
$1.41M -$10.1K -75 -0.7%
SMA
392
Sage Mountain Advisors
Georgia
$1.4M
HHRDM
393
H&H Retirement Design & Management
Nevada
$1.4M -$26.4K -195 -2%
PAM
394
Palisade Asset Management
Minnesota
$1.39M -$31.1K -230 -2%
NFC
395
Northeast Financial Consultants
Connecticut
$1.39M +$7.17K +53 +0.5%
HTIM
396
Harbour Trust & Investment Management
Indiana
$1.39M -$79.1K -585 -6%
CT
397
Coastline Trust
Rhode Island
$1.38M -$85.6K -633 -6%
BI
398
Berkeley Inc
Idaho
$1.37M +$647K +4,781 +98%
WF
399
Warner Financial
Maryland
$1.37M +$3.25K +24 +0.2%
DT
400
Diversified Trust
Tennessee
$1.36M +$57.6K +426 +5%

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.