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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.

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
1
AssetMark Inc
California
$89.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
MCM
4
MAI Capital Management
Ohio
$100M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$28.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
HNB
3
Huntington National Bank
Ohio
$21.8M
4
IWMWV
4
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
5
AlTi Global
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$61.5M +$6.36M +48,157 +12%
Creative Planning
27
Creative Planning
Kansas
$59.7M -$463K -3,506 -0.8%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$59.3M -$1.07M -8,129 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$55.5M +$860K +6,507 +2%
ERWM
30
Elk River Wealth Management
Colorado
$52.2M +$1.33M +10,095 +3%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$49.9M +$408K +3,088 +0.8%
Goldman Sachs
32
Goldman Sachs
New York
$49.5M -$1.76M -13,321 -3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$48.7M +$674K +5,103 +1%
JSAM
34
J. Safra Asset Management
New York
$45.8M +$493K +3,742 +1%
MGIA
35
Moneta Group Investment Advisors
Missouri
$43.7M -$2.13M -16,127 -5%
LW
36
Linscomb Wealth
Texas
$39.3M +$318K +2,408 +0.8%
CA
37
Clearstead Advisors
Ohio
$38.1M +$147K +1,115 +0.4%
MSA
38
Marino Stram & Associates
Massachusetts
$35.9M +$461K +3,488 +1%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$34M +$8.92M +67,494 +36%
PAG
40
Private Advisor Group
New Jersey
$33.8M +$15.5M +117,210 +85%
Stifel Financial
41
Stifel Financial
Missouri
$32.7M +$4M +30,254 +14%
SC
42
Scotia Capital
Ontario, Canada
$31.6M -$333K -2,519 -1%
UCFA
43
United Capital Financial Advisors
Texas
$31.3M +$152K +1,148 +0.5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$31.2M -$1.59M -12,074 -5%
WFM
45
Wolff Financial Management
Michigan
$30.6M +$178K +1,351 +0.6%
NSLI
46
Nan Shan Life Insurance
Taiwan
$28.9M +$28.9M +219,065 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$28.1M -$886K -6,705 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$28.1M -$727K -5,504 -3%
KA
49
Klingman & Associates
New York
$27M -$132K -1,003 -0.5%
OPS
50
Orion Portfolio Solutions
Nebraska
$26.7M -$3.06M -23,174 -10%
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