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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 %
RWP
451
RWA Wealth Partners
Massachusetts
$1.04M -$5.64K -43 -0.5%
FNT
452
First National Trust
Pennsylvania
$1.03M +$108K +825 +12%
FPGK
453
Financial Partners Group (Kansas)
Kansas
$1.03M +$131 +1 +0%
TFS
454
Thoroughbred Financial Services
Tennessee
$1.02M -$291K -2,221 -22%
SI
455
Saxon Interests
Texas
$1.02M -$80.8K -616 -7%
MC
456
Mathes Company
New York
$1.02M – – –
PP
457
Patron Partners
Texas
$1M -$131K -999 -12%
FPCP
458
Fort Point Capital Partners
California
$1M -$3.94K -30 -0.4%
LSPW
459
Lake Street Private Wealth
Illinois
$993K -$787 -6 -0.1%
PCA
460
Pallas Capital Advisors
Massachusetts
$993K +$326K +2,484 +49%
KA
461
Kovack Advisors
Florida
$991K -$66.9K -510 -6%
AIFAIM
462
American Institute for Advanced Investment Management
Arizona
$990K – – –
CG
463
Caprock Group
Idaho
$984K – – –
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$978K +$17.5K +133 +2%
RIA
465
Realta Investment Advisors
Delaware
$976K -$69.3K -528 -7%
CFMC
466
Curbstone Financial Management Corp
New Hampshire
$965K – – –
WFAG
467
Wescott Financial Advisory Group
Pennsylvania
$963K -$78.7K -600 -8%
MMPW
468
Mitchell McLeod Pugh & Williams
Alabama
$955K -$5.25K -40 -0.5%
JWA
469
JFS Wealth Advisors
Pennsylvania
$952K -$39.4K -300 -4%
BBWP
470
Beacon Bridge Wealth Partners
Pennsylvania
$924K -$656K -5,001 -42%
PTC
471
Private Trust Company
Ohio
$918K +$15.2K +116 +2%
ACM
472
Ategra Capital Management
Virginia
$915K -$324K -2,468 -26%
SWA
473
Stratos Wealth Advisors
Ohio
$914K -$4.99K -38 -0.5%
OBWP
474
O'Brien Wealth Partners
Massachusetts
$910K +$3.81K +29 +0.4%
BWG
475
Berry Wealth Group
Texas
$906K -$8.14K -62 -0.9%
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