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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
APP
426
Avantax Planning Partners
Iowa
$1.23M -$230K -1,697 -16%
RMAM
427
Raab & Moskowitz Asset Management
New Jersey
$1.22M -$43.5K -322 -4%
SPA
428
Sentinel Pension Advisors
Massachusetts
$1.21M -$159K -1,175 -12%
SHFA
429
SC&H Financial Advisors
Maryland
$1.19M
ANTB
430
AMG National Trust Bank
Colorado
$1.19M -$13.5K -100 -1%
BCFS
431
Butensky & Cohen Financial Security
Florida
$1.18M +$8.93K +66 +0.8%
PVAMC
432
PPS&V Asset Management Consultants
Michigan
$1.18M
SF
433
Summit Financial
New Jersey
$1.17M +$676 +5 +0.1%
SSWG
434
Seven Springs Wealth Group
Tennessee
$1.16M
FMN
435
Financial Management Network
California
$1.16M +$1.22K +9 +0.1%
WCG
436
Weaver Consulting Group
California
$1.16M -$2.03K -15 -0.2%
CG
437
Caprock Group
Idaho
$1.14M
IF
438
Intrua Financial
Texas
$1.14M -$1.09M -8,096 -50%
ASBI
439
American State Bank (Iowa)
Iowa
$1.13M
RWP
440
RWA Wealth Partners
Massachusetts
$1.12M +$3.38K +25 +0.3%
AAG
441
Armstrong Advisory Group
Massachusetts
$1.11M -$20.8K -154 -2%
GWM
442
Geneos Wealth Management
Colorado
$1.11M -$38.8K -287 -4%
MCCP
443
Mission Creek Capital Partners
California
$1.11M +$458K +3,383 +77%
SA
444
SRH Advisors
Kansas
$1.11M -$189K -1,400 -15%
PAS
445
Park Avenue Securities
New York
$1.1M +$142K +1,052 +16%
MC
446
Mathes Company
New York
$1.1M
NG
447
Norden Group
Utah
$1.1M +$1.05M +7,735 New
CAL
448
Capital Analysts LLC
Pennsylvania
$1.09M -$56.3K -416 -5%
NCM
449
Noesis Capital Mangement
Florida
$1.08M +$350K +2,590 +51%
SFB
450
STAR Financial Bank
Indiana
$1.08M +$15.6K +115 +2%

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.