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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 %
PA
426
Pinnacle Associates
New York
$1.16M -$179K -1,352 -13%
PCA
427
Pallas Capital Advisors
Massachusetts
$1.15M -$32K -242 -3%
OCM
428
One Capital Management
California
$1.14M -$258K -1,956 -18%
FFP
429
Freedom Financial Partners
Minnesota
$1.14M +$1.14M +8,600 New
PVAMC
430
PPS&V Asset Management Consultants
Michigan
$1.13M +$39K +295 +4%
RMAM
431
Raab & Moskowitz Asset Management
New Jersey
$1.13M – – –
TFS
432
Thoroughbred Financial Services
Tennessee
$1.13M -$75K -568 -6%
APP
433
Avantax Planning Partners
Iowa
$1.13M -$14.1K -107 -1%
CCM
434
Cambridge Capital Management
Illinois
$1.12M -$237K -1,797 -17%
SF
435
Summit Financial
New Jersey
$1.11M +$29.9K +226 +3%
ANTB
436
AMG National Trust Bank
Colorado
$1.11M – – –
BCFS
437
Butensky & Cohen Financial Security
Florida
$1.1M +$6.47K +49 +0.6%
LFAS
438
Level Four Advisory Services
Texas
$1.1M -$189K -1,433 -15%
WCG
439
Weaver Consulting Group
California
$1.09M +$17.7K +134 +2%
KTC
440
Kentucky Trust Company
Kentucky
$1.09M +$1.09M +8,275 New
FMN
441
Financial Management Network
California
$1.09M +$1.85K +14 +0.2%
SSWG
442
Seven Springs Wealth Group
Tennessee
$1.08M – – –
AWP
443
Axis Wealth Partners
Rhode Island
$1.07M +$1.07M +8,103 New
HH
444
Hilltop Holdings
Texas
$1.07M +$201K +1,521 +23%
CG
445
Caprock Group
Idaho
$1.06M – – –
PAS
446
Park Avenue Securities
New York
$1.06M +$30K +227 +3%
AG
447
AlTi Global
New York
$1.06M -$9.6M -72,701 -90%
SFG
448
Seamount Financial Group
Colorado
$1.05M +$77.9K +590 +8%
RWP
449
RWA Wealth Partners
Massachusetts
$1.04M – – –
PPW
450
Parcion Private Wealth
Washington
$1.04M +$141K +1,068 +16%
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