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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 %
SFB
451
STAR Financial Bank
Indiana
$953K -$544K -4,276 -36%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$952K +$3.82K +30 +0.4%
CFMC
453
Curbstone Financial Management Corp
New Hampshire
$935K – – –
WFAG
454
Wescott Financial Advisory Group
Pennsylvania
$934K – – –
WIA
455
Wetzel Investment Advisors
Indiana
$933K +$656 +5 +0.1%
AIFAIM
456
American Institute for Advanced Investment Management
Arizona
$927K -$32.4K -255 -3%
MMPW
457
Mitchell McLeod Pugh & Williams
Alabama
$925K – – –
JWA
458
JFS Wealth Advisors
Pennsylvania
$923K – – –
LSA
459
Lion Street Advisors
Texas
$909K +$3.05K +24 +0.3%
AP
460
Adero Partners
California
$903K +$28.6K +225 +3%
FPGK
461
Financial Partners Group (Kansas)
Kansas
$897K -$96.8K -761 -10%
SFG
462
Seamount Financial Group
Colorado
$896K +$22.8K +179 +3%
KA
463
Kovack Advisors
Florida
$893K -$67K -527 -7%
OBWP
464
O'Brien Wealth Partners
Massachusetts
$887K +$4.58K +36 +0.5%
PTC
465
Private Trust Company
Ohio
$886K -$3.31K -26 -0.4%
NEWAS
466
N.E.W. Advisory Services
Wisconsin
$883K +$15.9K +125 +2%
WWP
467
Walden Wealth Partners
Ohio
$883K – – –
ODIJL
468
One Day In July LLC
Vermont
$881K +$881K +6,928 New
LSIA
469
LaSalle St. Investment Advisors
Illinois
$873K -$254 -2 -0%
SW
470
Simplicity Wealth
New Jersey
$862K +$379K +2,979 +78%
CVA
471
Central Valley Advisors
California
$860K -$4.8M -3,451 -85%
SWA
472
Stratos Wealth Advisors
Ohio
$856K -$29.8K -234 -3%
PAS
473
Park Avenue Securities
New York
$856K -$213K -1,672 -20%
KWM
474
Kingsview Wealth Management
Oregon
$855K +$321K +2,525 +60%
SFG
475
SevenBridge Financial Group
Pennsylvania
$853K +$926 +7 +0.1%
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