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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.92%
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
Wealth Enhancement Advisory Services
Minnesota
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
476
Sandy Cove Advisors
Massachusetts
$848K -$20K -157 -2%
RW
477
REDW Wealth
New Mexico
$847K – – –
CAM
478
Covenant Asset Management
New Jersey
$844K +$547K +4,300 +184%
Jane Street
479
Jane Street
New York
$838K -$5.52M -43,412 -87%
AWA
480
Arete Wealth Advisors
Illinois
$834K +$834K +6,562 New
NCFG
481
New Century Financial Group
New Jersey
$832K – – –
BFS
482
Bradley Foster & Sargent
Connecticut
$822K – – –
CGPCS
483
Capital Group Private Client Services
California
$820K +$6.87K +54 +0.8%
TSWM
484
Triangle Securities Wealth Management
North Carolina
$819K -$2.42K -19 -0.3%
HWA
485
HHM Wealth Advisors
Tennessee
$818K – – –
GWM
486
Greenhouse Wealth Management
Connecticut
$812K +$2.29K +18 +0.3%
PBO
487
Peoples Bank (Ohio)
Ohio
$809K +$10.3K +81 +1%
IC
488
Inscription Capital
Texas
$803K – – –
WS
489
Wedbush Securities
California
$798K +$84.5K +664 +12%
ICP
490
Interchange Capital Partners
Pennsylvania
$793K +$23.3K +183 +3%
UBG
491
United Bank (Georgia)
Georgia
$791K -$415K -3,266 -34%
TFG
492
Taylor Financial Group
Virginia
$790K -$1.53K -12 -0.2%
CAC
493
Certified Advisory Corp
Florida
$789K -$10.8K -85 -1%
MSWMA
494
Market Street Wealth Management Advisors
Indiana
$786K -$58.5K -460 -7%
AM
495
AGF Management
Ontario, Canada
$784K -$699K -5,500 -47%
WI
496
Wintrust Investments
Illinois
$781K – – –
MA
497
MKT Advisors
California
$778K +$1.26K +10 +0.2%
IWS
498
Integrity Wealth Solutions
Colorado
$778K +$5.09K +40 +0.7%
CWM
499
Calamos Wealth Management
Illinois
$770K -$12.7K -100 -2%
HFS
500
Heritage Financial Services
Massachusetts
$765K – – –
18 19
20
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