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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 %
SW
426
SlateStone Wealth
Florida
$1.08M +$40.8K +321 +4%
ANTB
427
AMG National Trust Bank
Colorado
$1.08M -$114K -900 -10%
PCA
428
Pallas Capital Advisors
Massachusetts
$1.07M +$65.1K +490 +6%
SHFA
429
SC&H Financial Advisors
Maryland
$1.07M -$4.96K -39 -0.5%
PVAMC
430
PPS&V Asset Management Consultants
Michigan
$1.05M -$495K -3,893 -32%
BCFS
431
Butensky & Cohen Financial Security
Florida
$1.05M +$6.11K +48 +0.6%
SF
432
Summit Financial
New Jersey
$1.04M -$33.1K -260 -3%
SSWG
433
Seven Springs Wealth Group
Tennessee
$1.04M – – –
SCTC
434
Sanibel Captiva Trust Company
Florida
$1.04M – – –
FMN
435
Financial Management Network
California
$1.04M -$73.4K -580 -7%
WCG
436
Weaver Consulting Group
California
$1.04M -$28.6K -225 -3%
GWM
437
Geneos Wealth Management
Colorado
$1.03M -$2.29K -18 -0.2%
CAL
438
Capital Analysts LLC
Pennsylvania
$1.03M -$20.1K -158 -2%
CG
439
Caprock Group
Idaho
$1.02M +$69.3K +545 +7%
AAG
440
Armstrong Advisory Group
Massachusetts
$1.01M -$82.4K -648 -8%
FNT
441
First National Trust
Pennsylvania
$1.01M +$6.74K +53 +0.7%
RWP
442
RWA Wealth Partners
Massachusetts
$1M -$8.14K -64 -0.8%
SB
443
Strategic Blueprint
Georgia
$997K -$89.5K -704 -8%
MC
444
Mathes Company
New York
$984K – – –
PP
445
Patron Partners
Texas
$975K +$1.4K +11 +0.1%
TSS
446
Two Sigma Securities
New York
$975K +$678K +5,330 +228%
GEA
447
Glen Eagle Advisors
New Jersey
$974K -$91.2K -717 -9%
FPCP
448
Fort Point Capital Partners
California
$963K -$6.61K -52 -0.7%
RVPG
449
Relative Value Partners Group
$963K -$500K -3,931 -34%
LSPW
450
Lake Street Private Wealth
Illinois
$963K +$382 +3 +0%
16 17
18
19 20