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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.

Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
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
1
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
2
Kestra Advisory Services
Texas
$35.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.3M
5
AA
5
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
2
Bank of America
North Carolina
$996M
3
Ameriprise
3
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$59.9M 470,559 -71,377 -13%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$59.5M 467,553 +5,477 +1%
Creative Planning
28
Creative Planning
Kansas
$58.7M 461,739 +4,963 +1%
MML Investors Services
29
MML Investors Services
Massachusetts
$55.7M 437,596 -17,053 -4%
Goldman Sachs
30
Goldman Sachs
New York
$50.7M 398,838 -19,609 -5%
ERWM
31
Elk River Wealth Management
Colorado
$47.9M 376,830 +14,025 +4%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$47.2M 371,379 -22,215 -6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$46.2M 363,430 +194,290 +115%
NSLI
34
Nan Shan Life Insurance
Taiwan
$45.5M 357,410 +74,000 +26%
MGIA
35
Moneta Group Investment Advisors
Missouri
$44.3M 348,402 +2,286 +0.7%
JSAM
36
J. Safra Asset Management
New York
$42.9M 337,694 +5,394 +2%
LW
37
Linscomb Wealth
Texas
$38.6M 303,428 -5,763 -2%
CA
38
Clearstead Advisors
Ohio
$36.6M 287,780 +42,791 +17%
ODG
39
O'Dell Group
Ohio
$35.7M 272,349 – –
KAS
40
Kestra Advisory Services
Texas
$35.1M 275,981 +126,382 +84%
MSA
41
Marino Stram & Associates
Massachusetts
$33.3M 261,842 -5,119 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$32.8M 257,867 -114,825 -31%
BCI
43
Brinker Capital Investments
Pennsylvania
$32.4M 254,505 -27,965 -10%
OPS
44
Orion Portfolio Solutions
Nebraska
$32.4M 254,505 -27,965 -10%
SC
45
Scotia Capital
Ontario, Canada
$31.2M 245,026 +40,078 +20%
UCFA
46
United Capital Financial Advisors
Texas
$30.4M 238,751 -59,192 -20%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$30M 238,164 +1,406 +0.6%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$29.2M 229,519 -5,546 -2%
WFM
49
Wolff Financial Management
Michigan
$28.3M 222,814 +3,248 +1%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$28.1M 216,928 -12,345 -5%
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