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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
PPW
476
Parcion Private Wealth
Washington
$963K +$491K +3,627 +115%
FNT
477
First National Trust
Pennsylvania
$960K -$156K -1,156 -15%
LSPW
478
Lake Street Private Wealth
Illinois
$955K -$114K -844 -11%
CAC
479
Certified Advisory Corp
Florida
$952K +$67.6K +500 +8%
NCFG
480
New Century Financial Group
New Jersey
$950K +$20.3K +150 +2%
WIA
481
Wetzel Investment Advisors
Indiana
$950K -$57.2K -423 -6%
SCA
482
Sandy Cove Advisors
Massachusetts
$948K +$541 +4 +0.1%
SG
483
StoneX Group
New York
$947K -$269K -1,988 -23%
RW
484
REDW Wealth
New Mexico
$946K
CAM
485
Covenant Asset Management
New Jersey
$942K
HH
486
Hilltop Holdings
Texas
$931K +$264K +1,950 +42%
SFG
487
SevenBridge Financial Group
Pennsylvania
$928K +$12.8K +95 +1%
HWA
488
HHM Wealth Advisors
Tennessee
$913K
TSWM
489
Triangle Securities Wealth Management
North Carolina
$912K -$2.57K -19 -0.3%
FPGK
490
Financial Partners Group (Kansas)
Kansas
$909K -$88.9K -657 -9%
GWM
491
Greenhouse Wealth Management
Connecticut
$907K +$2.16K +16 +0.3%
BFS
492
Bradley Foster & Sargent
Connecticut
$904K -$13.5K -100 -2%
PBO
493
Peoples Bank (Ohio)
Ohio
$904K
BAM
494
Bosun Asset Management
Illinois
$902K +$859K +6,351 New
MC
495
Moors & Cabot
Massachusetts
$902K +$248K +1,835 +41%
SWA
496
Stratos Wealth Advisors
Ohio
$898K -$56K -414 -6%
IC
497
Inscription Capital
Texas
$897K
TFG
498
Taylor Financial Group
Virginia
$881K -$2.03K -15 -0.2%
ICP
499
Interchange Capital Partners
Pennsylvania
$878K -$7.98K -59 -0.9%
AM
500
AGF Management
Ontario, Canada
$875K

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.