SDY icon

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 %
CIA
426
Compass Ion Advisors
Pennsylvania
$1.18M +$4.99K +38 +0.4%
APIM
427
Agate Pass Investment Management
Washington
$1.17M -$30.4K -232 -3%
VCA
428
Verdence Capital Advisors
Maryland
$1.17M +$2.36K +18 +0.2%
CW
429
CreativeOne Wealth
Kansas
$1.17M +$31.6K +241 +3%
WP
430
Westmount Partners
California
$1.16M +$3.02K +23 +0.3%
FAM
431
Family Asset Management
South Carolina
$1.16M -$287K -2,186 -20%
CWM
432
Congress Wealth Management
Massachusetts
$1.15M -$225K -1,715 -16%
Millennium Management
433
Millennium Management
New York
$1.14M +$1.14M +8,665 New
FMN
434
Financial Management Network
California
$1.13M -$9.38K -73 -0.8%
SB
435
Strategic Blueprint
Georgia
$1.12M -$406K -3,090 -27%
SF
436
Summit Financial
New Jersey
$1.11M +$36.9K +281 +3%
SHFA
437
SC&H Financial Advisors
Maryland
$1.11M – – –
PAS
438
Park Avenue Securities
New York
$1.1M -$27.3K -208 -2%
WCG
439
Weaver Consulting Group
California
$1.1M +$295K +2,245 +37%
GEA
440
Glen Eagle Advisors
New Jersey
$1.1M -$25.5K -194 -2%
SPIS
441
Steward Partners Investment Solutions
Oregon
$1.09M +$8.14K +62 +0.8%
CAL
442
Capital Analysts LLC
Pennsylvania
$1.08M -$67.2K -512 -6%
SW
443
SlateStone Wealth
Florida
$1.08M +$57K +434 +6%
AAG
444
Armstrong Advisory Group
Massachusetts
$1.08M – – –
SSWG
445
Seven Springs Wealth Group
Tennessee
$1.08M – – –
SCTC
446
Sanibel Captiva Trust Company
Florida
$1.07M +$499K +3,800 +87%
BCFS
447
Butensky & Cohen Financial Security
Florida
$1.07M +$49.5K +377 +5%
Neuberger Berman Group
448
Neuberger Berman Group
New York
$1.07M -$576K -4,392 -35%
GWM
449
Geneos Wealth Management
Colorado
$1.07M -$89.8K -684 -8%
IGWM
450
ICA Group Wealth Management
Colorado
$1.06M -$4.59K -35 -0.4%
16 17
18
19 20