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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$147M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$26.9M
3
GB
3
Gunma Bank
Japan
$9.52M
4
HCP
4
Holt Capital Partners
Texas
$14.6M
5
SF
5
Synovus Financial
Georgia
$12.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$242M
3
ODG
3
O'Dell Group
Ohio
$12M
4
HNB
4
Huntington National Bank
Ohio
$23.5M
5
Bank of America
5
Bank of America
North Carolina
$1.09B
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$64.9M 456,897 -10,656 -2%
Creative Planning
27
Creative Planning
Kansas
$64.7M 455,279 -6,460 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$59.3M 417,640 -52,919 -11%
MML Investors Services
29
MML Investors Services
Massachusetts
$58.8M 413,630 -23,966 -5%
Goldman Sachs
30
Goldman Sachs
New York
$55.2M 388,337 -10,501 -3%
ERWM
31
Elk River Wealth Management
Colorado
$54.7M 385,024 +8,194 +2%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$53.2M 374,280 +2,901 +0.8%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$51.7M 363,722 +292 +0.1%
MGIA
34
Moneta Group Investment Advisors
Missouri
$49.3M 347,117 -1,285 -0.4%
JSAM
35
J. Safra Asset Management
New York
$48.7M 343,927 +6,233 +2%
LW
36
Linscomb Wealth
Texas
$41.9M 295,257 -8,171 -3%
CA
37
Clearstead Advisors
Ohio
$40.8M 287,471 -309 -0.1%
MSA
38
Marino Stram & Associates
Massachusetts
$38.1M 268,538 +6,696 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$35.2M 248,056 -9,811 -4%
SC
40
Scotia Capital
Ontario, Canada
$34.4M 242,025 -3,001 -1%
UCFA
41
United Capital Financial Advisors
Texas
$33.5M 235,535 -3,216 -1%
KAS
42
Kestra Advisory Services
Texas
$33M 232,309 -43,672 -16%
WFM
43
Wolff Financial Management
Michigan
$32.7M 230,330 +7,516 +3%
BCI
44
Brinker Capital Investments
Pennsylvania
$32M 225,031 -29,474 -12%
OPS
45
Orion Portfolio Solutions
Nebraska
$32M 225,031 -29,474 -12%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$31.2M 219,315 -10,204 -4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$30.9M 217,946 +1,018 +0.5%
Stifel Financial
48
Stifel Financial
Missouri
$30.8M 217,159 +9,594 +5%
KA
49
Klingman & Associates
New York
$29.1M 205,028 -1,377 -0.7%
FAM
50
Flaharty Asset Management
Florida
$28.7M 201,999 -111 -0.1%
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