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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 %
WCM
401
Winebrenner Capital Management
Kentucky
$1.27M +$1.27M +9,643 New
WF
402
Warner Financial
Maryland
$1.27M +$1.32K +10 +0.1%
CCA
403
Conservest Capital Advisors
Pennsylvania
$1.27M -$8.32K -63 -0.7%
DT
404
Diversified Trust
Tennessee
$1.27M – – –
HTIM
405
Harbour Trust & Investment Management
Indiana
$1.26M -$25.8K -195 -2%
SFPG
406
Stonebridge Financial Planning Group
Florida
$1.26M +$20.7K +157 +2%
ACI
407
Alpha Cubed Investments
California
$1.26M -$329K -2,490 -21%
HWM
408
Howard Wealth Management
Connecticut
$1.26M +$2.51K +19 +0.2%
RIA
409
Richwood Investment Advisors
Ohio
$1.25M -$2.64K -20 -0.2%
DWM
410
Dakota Wealth Management
Florida
$1.25M -$95.4K -722 -7%
CIA
411
Compass Ion Advisors
Pennsylvania
$1.25M +$7.27K +55 +0.6%
VCA
412
Verdence Capital Advisors
Maryland
$1.24M +$3.96K +30 +0.3%
PSF
413
Pacific Sun Financial
California
$1.23M +$7.27K +55 +0.6%
PA
414
Parallel Advisors
California
$1.23M -$5.81K -44 -0.5%
NFC
415
Northeast Financial Consultants
Connecticut
$1.22M -$72.9K -552 -6%
FPAS
416
Focus Partners Advisor Solutions
Missouri
$1.21M +$583K +4,413 +92%
CAI
417
Capital Advisors Inc
Oklahoma
$1.21M – – –
STA
418
Summit Trail Advisors
New York
$1.21M – – –
HNWAG
419
High Net Worth Advisory Group
Florida
$1.2M +$1.19K +9 +0.1%
PIMG
420
Patriot Investment Management Group
Tennessee
$1.2M +$264 +2 +0%
BFC
421
Blue Fin Capital
Rhode Island
$1.18M +$925 +7 +0.1%
WP
422
Westmount Partners
California
$1.18M +$4.36K +33 +0.4%
RG
423
Rathbones Group
United Kingdom
$1.18M – – –
SW
424
SlateStone Wealth
Florida
$1.17M +$235K +1,781 +25%
APIM
425
Agate Pass Investment Management
Washington
$1.16M -$6.61K -50 -0.6%
15 16
17
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