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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$64.9M -$1.44M -10,656 -2%
Creative Planning
27
Creative Planning
Kansas
$64.7M -$874K -6,460 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$59.3M -$7.16M -52,919 -11%
MML Investors Services
29
MML Investors Services
Massachusetts
$58.8M -$3.24M -23,966 -5%
Goldman Sachs
30
Goldman Sachs
New York
$55.2M -$1.42M -10,501 -3%
ERWM
31
Elk River Wealth Management
Colorado
$54.7M +$1.11M +8,194 +2%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$53.2M +$392K +2,901 +0.8%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$51.7M +$39.5K +292 +0.1%
MGIA
34
Moneta Group Investment Advisors
Missouri
$49.3M -$174K -1,285 -0.4%
JSAM
35
J. Safra Asset Management
New York
$48.7M +$843K +6,233 +2%
LW
36
Linscomb Wealth
Texas
$41.9M -$1.11M -8,171 -3%
CA
37
Clearstead Advisors
Ohio
$40.8M -$41.8K -309 -0.1%
MSA
38
Marino Stram & Associates
Massachusetts
$38.1M +$906K +6,696 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$35.2M -$1.33M -9,811 -4%
SC
40
Scotia Capital
Ontario, Canada
$34.4M -$406K -3,001 -1%
UCFA
41
United Capital Financial Advisors
Texas
$33.5M -$435K -3,216 -1%
KAS
42
Kestra Advisory Services
Texas
$33M -$5.91M -43,672 -16%
WFM
43
Wolff Financial Management
Michigan
$32.7M +$1.02M +7,516 +3%
BCI
44
Brinker Capital Investments
Pennsylvania
$32M -$3.99M -29,474 -12%
OPS
45
Orion Portfolio Solutions
Nebraska
$32M -$3.99M -29,474 -12%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$31.2M -$1.38M -10,204 -4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$30.9M +$138K +1,018 +0.5%
Stifel Financial
48
Stifel Financial
Missouri
$30.8M +$1.3M +9,594 +5%
KA
49
Klingman & Associates
New York
$29.1M -$186K -1,377 -0.7%
FAM
50
Flaharty Asset Management
Florida
$28.7M -$15K -111 -0.1%

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.