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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
FA
401
Flagstar Advisors
New York
$1.36M -$8.52K -63 -0.7%
RIA
402
Richwood Investment Advisors
Ohio
$1.35M -$6.36K -47 -0.5%
HWM
403
Howard Wealth Management
Connecticut
$1.35M -$15.3K -113 -1%
LFAS
404
Level Four Advisory Services
Texas
$1.35M -$144K -1,063 -10%
SFPG
405
Stonebridge Financial Planning Group
Florida
$1.34M -$26.5K -196 -2%
CIA
406
Compass Ion Advisors
Pennsylvania
$1.33M +$54.6K +404 +4%
PA
407
Parallel Advisors
California
$1.33M -$45.4K -336 -3%
VCA
408
Verdence Capital Advisors
Maryland
$1.33M +$46.4K +343 +4%
PSF
409
Pacific Sun Financial
California
$1.32M -$60.2K -445 -5%
CAI
410
Capital Advisors Inc
Oklahoma
$1.31M -$37.2K -275 -3%
STA
411
Summit Trail Advisors
New York
$1.3M
TFS
412
Thoroughbred Financial Services
Tennessee
$1.29M -$5.54K -41 -0.4%
HNWAG
413
High Net Worth Advisory Group
Florida
$1.29M +$811 +6 +0.1%
PIMG
414
Patriot Investment Management Group
Tennessee
$1.29M -$10K -74 -0.8%
KOC
415
Koss-Olinger Consulting
Florida
$1.28M -$14.3K -106 -1%
BFC
416
Blue Fin Capital
Rhode Island
$1.27M -$11.2K -83 -0.9%
BFPW
417
BOK Financial Private Wealth
Colorado
$1.27M -$448K -3,313 -27%
CCA
418
Conservest Capital Advisors
Pennsylvania
$1.27M
WP
419
Westmount Partners
California
$1.27M +$3.11K +23 +0.3%
PA
420
Pinnacle Associates
New York
$1.27M +$134K +989 +11%
RG
421
Rathbones Group
United Kingdom
$1.26M +$1.2M +8,905 New
PCA
422
Pallas Capital Advisors
Massachusetts
$1.26M +$123K +911 +11%
APIM
423
Agate Pass Investment Management
Washington
$1.26M +$6.36K +47 +0.5%
TW
424
Transform Wealth
Colorado
$1.25M -$85.3K -631 -7%
FAM
425
Family Asset Management
South Carolina
$1.25M -$3.79K -28 -0.3%

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.