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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 %
NCM
451
Noesis Capital Mangement
Florida
$1.03M +$26.4K +200 +3%
IF
452
Intrua Financial
Texas
$1.03M -$35.5K -269 -3%
MCCP
453
Mission Creek Capital Partners
California
$1.02M -$7.66K -58 -0.7%
BFPW
454
BOK Financial Private Wealth
Colorado
$1.02M -$161K -1,222 -14%
MC
455
Mathes Company
New York
$1.02M – – –
GWM
456
Geneos Wealth Management
Colorado
$1.02M -$13.1K -99 -1%
CAL
457
Capital Analysts LLC
Pennsylvania
$1.02M +$5.55K +42 +0.5%
MMPW
458
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$53K +401 +6%
GSWM
459
Golden State Wealth Management
California
$1.01M +$1.01M +7,627 New
SFB
460
STAR Financial Bank
Indiana
$1.01M – – –
NG
461
Norden Group
Utah
$1M -$18.5K -140 -2%
KA
462
Kovack Advisors
Florida
$1M +$47.7K +361 +5%
TW
463
Transform Wealth
Colorado
$999K -$166K -1,257 -14%
AAG
464
Armstrong Advisory Group
Massachusetts
$988K -$44.3K -335 -4%
FPCP
465
Fort Point Capital Partners
California
$988K -$1.19K -9 -0.1%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$969K -$20.1K -152 -2%
AWA
467
Arete Wealth Advisors
Illinois
$961K +$227K +1,719 +31%
AFP
468
Ausdal Financial Partners
Iowa
$961K +$3.57K +27 +0.4%
MA
469
MAS Advisors
Florida
$953K -$359K -2,719 -27%
AIFAIM
470
American Institute for Advanced Investment Management
Arizona
$949K – – –
CFMC
471
Curbstone Financial Management Corp
New Hampshire
$945K – – –
CPW
472
Cove Private Wealth
New York
$943K +$943K +7,138 New
GEA
473
Glen Eagle Advisors
New Jersey
$939K -$48.4K -366 -5%
AP
474
Adero Partners
California
$937K -$528 -4 -0.1%
SHFA
475
SC&H Financial Advisors
Maryland
$937K -$172K -1,299 -15%
17 18
19
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