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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
401
Conservest Capital Advisors
Pennsylvania
$1.27M -$99.3K -757 -7%
NFC
402
Northeast Financial Consultants
Connecticut
$1.27M +$6.83K +52 +0.5%
RIA
403
Richwood Investment Advisors
Ohio
$1.27M -$32.8K -250 -3%
SPA
404
Sentinel Pension Advisors
Massachusetts
$1.26M +$3.94K +30 +0.3%
HHRDM
405
H&H Retirement Design & Management
Nevada
$1.26M +$117K +915 +10%
TW
406
Transform Wealth
Colorado
$1.26M -$87.5K -667 -7%
WF
407
Warner Financial
Maryland
$1.26M +$73.3K +559 +6%
BFC
408
Blue Fin Capital
Rhode Island
$1.25M -$31.8K -242 -2%
UBG
409
United Bank (Georgia)
Georgia
$1.24M -$2.86M -21,804 -70%
VCM
410
Virtue Capital Management
Tennessee
$1.24M +$77.8K +614 +7%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$523K +3,985 +73%
HWM
412
Howard Wealth Management
Connecticut
$1.23M -$86K -655 -7%
HNWAG
413
High Net Worth Advisory Group
Florida
$1.23M +$3.94K +30 +0.3%
ANTB
414
AMG National Trust Bank
Colorado
$1.23M – – –
GVAG
415
Great Valley Advisor Group
Delaware
$1.23M +$766K +5,837 +164%
FA
416
Flagstar Advisors
New York
$1.22M -$10.5K -80 -0.9%
SS
417
Sunbelt Securities
Texas
$1.22M -$252K -1,924 -17%
IAIM
418
International Assets Investment Management
Florida
$1.21M +$25.2K +193 +2%
CAI
419
Capital Advisors Inc
Oklahoma
$1.21M – – –
SA
420
SRH Advisors
Kansas
$1.21M -$5.25K -40 -0.4%
RMAM
421
Raab & Moskowitz Asset Management
New Jersey
$1.2M -$127K -964 -10%
STA
422
Summit Trail Advisors
New York
$1.2M – – –
PIMG
423
Patriot Investment Management Group
Tennessee
$1.19M -$40.4K -308 -3%
PWP
424
Pursue Wealth Partners
California
$1.19M +$176K +1,338 +17%
AWM
425
Atticus Wealth Management
Florida
$1.18M +$3.81K +29 +0.3%
15 16
17
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