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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 %
SFPG
401
Stonebridge Financial Planning Group
Florida
$1.22M -$27.5K -216 -2%
RIA
402
Richwood Investment Advisors
Ohio
$1.22M -$13.2K -104 -1%
GVAG
403
Great Valley Advisor Group
Delaware
$1.2M +$9.8K +77 +0.8%
CAI
404
Capital Advisors Inc
Oklahoma
$1.2M +$35K +275 +3%
TW
405
Transform Wealth
Colorado
$1.2M -$17.8K -140 -1%
CIA
406
Compass Ion Advisors
Pennsylvania
$1.18M – – –
SA
407
SRH Advisors
Kansas
$1.17M – – –
HF
408
HRT Financial
New York
$1.17M +$1.17M +9,189 New
DT
409
Diversified Trust
Tennessee
$1.17M -$162K -1,275 -12%
TFS
410
Thoroughbred Financial Services
Tennessee
$1.17M +$175K +1,376 +18%
STA
411
Summit Trail Advisors
New York
$1.16M – – –
KOC
412
Koss-Olinger Consulting
Florida
$1.16M +$1.16M +9,145 New
PA
413
Pinnacle Associates
New York
$1.16M -$83K -653 -7%
PIMG
414
Patriot Investment Management Group
Tennessee
$1.16M +$7.25K +57 +0.6%
HNWAG
415
High Net Worth Advisory Group
Florida
$1.16M -$37.1K -292 -3%
PWP
416
Pursue Wealth Partners
California
$1.15M – – –
BFC
417
Blue Fin Capital
Rhode Island
$1.15M -$58.8K -462 -5%
VCA
418
Verdence Capital Advisors
Maryland
$1.14M +$7.89K +62 +0.7%
RMAM
419
Raab & Moskowitz Asset Management
New Jersey
$1.13M -$34.5K -271 -3%
FAM
420
Family Asset Management
South Carolina
$1.12M -$1.65K -13 -0.1%
APIM
421
Agate Pass Investment Management
Washington
$1.12M -$15.9K -125 -1%
WP
422
Westmount Partners
California
$1.12M +$3.4K +27 +0.3%
CWM
423
Congress Wealth Management
Massachusetts
$1.1M -$8.52K -67 -0.8%
SG
424
StoneX Group
New York
$1.1M +$314K +2,470 +40%
IAIM
425
International Assets Investment Management
Florida
$1.1M -$80.8K -635 -7%
15 16
17
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