SDY icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
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
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
476
Adero Partners
California
$902K – – –
SFG
477
Seamount Financial Group
Colorado
$902K +$26.2K +200 +3%
BDF
478
Black Diamond Financial
Maryland
$898K – – –
SCA
479
Sandy Cove Advisors
Massachusetts
$896K -$22.6K -172 -2%
YIH
480
Y-Intercept (HK)
Hong Kong
$896K +$896K +6,825 New
NEWAS
481
N.E.W. Advisory Services
Wisconsin
$895K -$4.99K -38 -0.6%
WIA
482
Wetzel Investment Advisors
Indiana
$893K -$5.65K -45 -0.6%
WWP
483
Walden Wealth Partners
Ohio
$892K – – –
LSA
484
Lion Street Advisors
Texas
$890K – – –
GT
485
Glenmede Trust
Pennsylvania
$890K -$188K -1,432 -17%
FPAS
486
Focus Partners Advisor Solutions
Missouri
$880K +$880K +6,705 New
RW
487
REDW Wealth
New Mexico
$874K – – –
MSWMA
488
Market Street Wealth Management Advisors
Indiana
$872K -$13.5K -103 -2%
LSIA
489
LaSalle St. Investment Advisors
Illinois
$869K +$236K +1,864 +37%
NCFG
490
New Century Financial Group
New Jersey
$858K – – –
BFS
491
Bradley Foster & Sargent
Connecticut
$848K -$89K -678 -9%
TSWM
492
Triangle Securities Wealth Management
North Carolina
$848K -$21.4K -163 -2%
HWA
493
HHM Wealth Advisors
Tennessee
$844K – – –
CGPCS
494
Capital Group Private Client Services
California
$839K +$197K +1,504 +31%
GWM
495
Greenhouse Wealth Management
Connecticut
$835K +$1.97K +15 +0.2%
BAM
496
Bosun Asset Management
Illinois
$834K – – –
IC
497
Inscription Capital
Texas
$829K +$829K +6,317 New
SFG
498
SevenBridge Financial Group
Pennsylvania
$828K -$33.7K -262 -4%
CAC
499
Certified Advisory Corp
Florida
$825K -$34.6K -264 -4%
PBO
500
Peoples Bank (Ohio)
Ohio
$825K +$28.6K +218 +4%
18 19
20
21 22