SDY icon

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 %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$1.42M -$135K -1,024 -9%
JWM
377
Jeppson Wealth Management
California
$1.42M -$51.5K -390 -4%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$9.78K +74 +0.7%
PFP
379
Pinnacle Financial Partners
Tennessee
$1.41M -$44.9K -335 -3%
HHRDM
380
H&H Retirement Design & Management
Nevada
$1.39M +$56.4K +413 +4%
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$1.39M -$132 -1 -0%
AA
382
Ancora Advisors
Ohio
$1.39M +$5.81K +44 +0.4%
DC
383
Destiny Capital
Colorado
$1.37M – – –
DCM
384
Donaldson Capital Management
Indiana
$1.37M +$1.85K +14 +0.1%
KeyBank National Association
385
KeyBank National Association
Ohio
$1.36M -$9.25K -70 -0.7%
IAIM
386
International Assets Investment Management
Florida
$1.35M -$153M -1,163,993 -99%
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$1.34M – – –
MLFP
388
MPS Loria Financial Planners
Illinois
$1.34M -$20.5K -155 -2%
FHB
389
First Hawaiian Bank
Hawaii
$1.34M -$46.4K -351 -3%
PWP
390
Pursue Wealth Partners
California
$1.34M – – –
MBI
391
May Barnhard Investments
Maryland
$1.34M +$3.04K +23 +0.2%
HI
392
Harbour Investments
Wisconsin
$1.32M -$12.3K -93 -0.9%
SMC
393
Smith, Moore & Co
Missouri
$1.31M -$79.8K -604 -6%
FA
394
Flagstar Advisors
New York
$1.31M +$39.2K +297 +3%
SPC
395
Sigma Planning Corp
Michigan
$1.3M -$607K -4,593 -32%
SMA
396
Sage Mountain Advisors
Georgia
$1.3M – – –
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
$1.28M +$1.28M +9,715 New
CT
398
Coastline Trust
Rhode Island
$1.28M – – –
TWP
399
Tyche Wealth Partners
Texas
$1.28M -$201K -1,519 -14%
PAM
400
Palisade Asset Management
Minnesota
$1.27M -$22.7K -172 -2%
14 15
16
17 18