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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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
476
SRH Advisors
Kansas
$925K -$103K -780 -10%
OBWP
477
O'Brien Wealth Partners
Massachusetts
$923K -$1.98K -15 -0.2%
Neuberger Berman Group
478
Neuberger Berman Group
New York
$917K +$168K +1,275 +22%
ODIJL
479
One Day In July LLC
Vermont
$915K – – –
NEWAS
480
N.E.W. Advisory Services
Wisconsin
$914K +$10K +76 +1%
LSA
481
Lion Street Advisors
Texas
$911K -$33.4K -253 -4%
LSIA
482
LaSalle St. Investment Advisors
Illinois
$908K +$792 +6 +0.1%
RWB
483
RMR Wealth Builders
New Jersey
$907K +$561K +4,243 +162%
BCA
484
Bay Capital Advisors
Virginia
$906K +$906K +6,855 New
LSPW
485
Lake Street Private Wealth
Illinois
$889K +$396 +3 +0%
CAC
486
Certified Advisory Corp
Florida
$885K -$396 -3 -0%
SFG
487
SevenBridge Financial Group
Pennsylvania
$882K +$2.55K +19 +0.3%
BOJHT
488
Bank of Jackson Hole Trust
Wyoming
$875K +$875K +6,620 New
KWM
489
Kingsview Wealth Management
Oregon
$870K -$36.2K -274 -4%
HWA
490
HHM Wealth Advisors
Tennessee
$869K +$19.4K +147 +2%
NWA
491
Navis Wealth Advisors
New York
$869K +$106K +803 +14%
PCM
492
Palouse Capital Management
Washington
$867K +$867K +6,565 New
SCA
493
Sandy Cove Advisors
Massachusetts
$854K -$27.2K -206 -3%
MC
494
Moors & Cabot
Massachusetts
$853K +$14.5K +110 +2%
WTFG
495
Wood Tarver Financial Group
Idaho
$849K +$849K +6,431 New
GWM
496
Greenhouse Wealth Management
Connecticut
$848K +$2.77K +21 +0.3%
WIA
497
Wetzel Investment Advisors
Indiana
$846K -$37K -280 -4%
RA
498
RFG Advisory
Alabama
$846K +$71.7K +543 +9%
TSWM
499
Triangle Securities Wealth Management
North Carolina
$845K -$3.17K -24 -0.4%
CW
500
CreativeOne Wealth
Kansas
$845K -$91K -689 -10%
18 19
20
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