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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.

Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
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
1
Cetera Investment Advisers
Illinois
$90.4M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$51.7M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$37.2M
4
PCG
4
Prosperity Consulting Group
Maryland
$16.9M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
MB
4
Mizuho Bank
Japan
$0
5
UBS Group
5
UBS Group
Switzerland
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$66.8M 508,803 -21,857 -4%
CAN
27
Cetera Advisor Networks
California
$64.5M 491,616 -26,779 -5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$60.6M 462,076 +6,734 +1%
Creative Planning
29
Creative Planning
Kansas
$59.9M 456,776 -46,033 -9%
MML Investors Services
30
MML Investors Services
Massachusetts
$59.7M 454,649 -2,005 -0.4%
Goldman Sachs
31
Goldman Sachs
New York
$54.9M 418,447 -8,759 -2%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$51.7M 393,594 +370,094 +1,575%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$48.9M 372,692 -20,228 -5%
ERWM
34
Elk River Wealth Management
Colorado
$47.6M 362,805 -43,936 -11%
MGIA
35
Moneta Group Investment Advisors
Missouri
$45.4M 346,116 +28,740 +9%
JSAM
36
J. Safra Asset Management
New York
$43.6M 332,300 +15,317 +5%
LW
37
Linscomb Wealth
Texas
$40.6M 309,191 -11,291 -4%
UCFA
38
United Capital Financial Advisors
Texas
$39.1M 297,943 -3,596 -1%
NSLI
39
Nan Shan Life Insurance
Taiwan
$37.2M 283,410 +283,410 New
OPS
40
Orion Portfolio Solutions
Nebraska
$37.1M 282,470 -20,739 -7%
BCI
41
Brinker Capital Investments
Pennsylvania
$37.1M 282,470 -20,739 -7%
ODG
42
O'Dell Group
Ohio
$35.7M 272,349 -8,269 -3%
MSA
43
Marino Stram & Associates
Massachusetts
$35M 266,961 -5,286 -2%
CA
44
Clearstead Advisors
Ohio
$32.2M 244,989 -4,174 -2%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$31.1M 236,758 -2,498 -1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$30.8M 235,065 +4,161 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$30.2M 229,273 -14,113 -6%
WFM
48
Wolff Financial Management
Michigan
$28.8M 219,566 +3,338 +2%
Mariner
49
Mariner
Kansas
$28.3M 215,626 -7,639 -3%
KA
50
Klingman & Associates
New York
$27.7M 210,687 -493 -0.2%
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