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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 %
NCM
501
Noesis Capital Mangement
Florida
$821K – – –
CJFS
502
Coulter & Justus Financial Services
Tennessee
$821K +$821K +6,256 New
JWBC
503
J.W. Burns & Co
New York
$819K -$9.06K -69 -1%
TFG
504
Taylor Financial Group
Virginia
$817K -$13.1K -100 -2%
ICP
505
Interchange Capital Partners
Pennsylvania
$814K +$57.8K +430 +8%
SG
506
StoneX Group
New York
$812K -$25.5K -194 -3%
CWM
507
Calamos Wealth Management
Illinois
$808K – – –
WI
508
Wintrust Investments
Illinois
$806K -$43.7K -333 -5%
IWS
509
Integrity Wealth Solutions
Colorado
$797K -$88.6K -675 -10%
LIA
510
LS Investment Advisors
Michigan
$790K -$149K -1,137 -16%
HFS
511
Heritage Financial Services
Massachusetts
$789K – – –
MA
512
MKT Advisors
California
$787K -$133K -1,041 -14%
FCFC
513
First Commonwealth Financial Corp
Pennsylvania
$787K – – –
FFA
514
Fortune Financial Advisors
Kansas
$787K -$621K -4,734 -44%
MLA
515
My Legacy Advisors
Oregon
$786K -$41.5K -316 -5%
RA
516
RFG Advisory
Alabama
$783K -$22.6K -172 -3%
CCB
517
Country Club Bank
Missouri
$782K – – –
AFP
518
Ausdal Financial Partners
Iowa
$779K -$106K -811 -12%
WB
519
West Bancorporation
Iowa
$775K -$102K -775 -12%
CAAS
520
Capital Asset Advisory Services
Michigan
$772K -$203K -1,571 -21%
EWM
521
Empirical Wealth Management
Washington
$772K -$720K -5,486 -48%
GSIAS
522
Garden State Investment Advisory Services
New Jersey
$770K +$16.9K +129 +2%
CA
523
Carson Advisory
Georgia
$769K +$1.84K +14 +0.2%
MAM
524
MWA Asset Management
Massachusetts
$768K +$8.66K +66 +1%
S
525
SignatureFD
Georgia
$764K -$13.9K -106 -2%
19 20
21
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