We are live on ! Find out more
SDY icon

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
PP
451
Patron Partners
Texas
$1.07M -$17.2K -127 -2%
FPCP
452
Fort Point Capital Partners
California
$1.06M -$11.8K -87 -1%
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M +$541 +4 +0.1%
GEA
454
Glen Eagle Advisors
New Jersey
$1.06M -$25.6K -189 -2%
WFAG
455
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$4.6K +34 +0.5%
SFG
456
Seamount Financial Group
Colorado
$1.04M +$41.7K +308 +4%
MMPW
457
Mitchell McLeod Pugh & Williams
Alabama
$1.03M
AFP
458
Ausdal Financial Partners
Iowa
$1.03M +$206K +1,522 +27%
JWA
459
JFS Wealth Advisors
Pennsylvania
$1.03M -$2.71K -20 -0.3%
KA
460
Kovack Advisors
Florida
$1.03M +$27.5K +203 +3%
Renaissance Technologies
461
Renaissance Technologies
New York
$1.02M +$676K +5,000 +227%
AIFAIM
462
American Institute for Advanced Investment Management
Arizona
$1.02M -$14.2K -105 -1%
LSA
463
Lion Street Advisors
Texas
$1.02M +$270 +2 +0%
CFMC
464
Curbstone Financial Management Corp
New Hampshire
$1.02M -$27K -200 -3%
SB
465
Strategic Blueprint
Georgia
$1.01M -$96.7K -715 -9%
ARC
466
Advisor Resource Council
Texas
$1.01M +$962K +7,114 New
AP
467
Adero Partners
California
$1.01M
CW
468
CreativeOne Wealth
Kansas
$1.01M +$192K +1,423 +25%
Citadel Advisors
469
Citadel Advisors
Florida
$1.01M -$6.46M -47,750 -87%
SW
470
SlateStone Wealth
Florida
$1M -$196K -1,450 -17%
OBWP
471
O'Brien Wealth Partners
Massachusetts
$995K +$4.19K +31 +0.4%
ODIJL
472
One Day In July LLC
Vermont
$984K
LSIA
473
LaSalle St. Investment Advisors
Illinois
$975K +$1.08K +8 +0.1%
KWM
474
Kingsview Wealth Management
Oregon
$975K +$18.7K +138 +2%
NEWAS
475
N.E.W. Advisory Services
Wisconsin
$971K -$14.1K -104 -1%

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.