State Street SPDR S&P Dividend ETF
1,103 hedge funds and large institutions have $8.45B invested in State Street SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 328 increasing their positions, 452 reducing their positions, and 53 closing their positions.
149% more call options, than puts
Call options by funds: $5.48M | Put options by funds: $2.2M
4% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 53
0.21% less ownership
Funds ownership: 42.93% → 42.72% (-0.21%)
1% less funds holding
Funds holding: 1,114 → 1,103 (-11)
6% less capital invested
Capital invested by funds: $9.02B → $8.45B (-$577M)
7% less funds holding in top 10
Funds holding in top 10: 46 → 43 (-3)
27% less repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 452
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$25M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$16.3M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$11.2M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$9.53M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$32.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
| 4 |
JP Morgan Chase
New York
|
-$26.5M |
| 5 |
Morgan Stanley
New York
|
-$16M |
SDY Hedge Fund Activity: Q2 2024 in Review
1,103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2024, worth a combined $8.45B — down 6.4% from $9.02B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SDY positions and 53 closed out — a net gain of 2 holders — while 328 added to existing stakes and 452 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $25M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $32.9M.
- 1,103 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2024, down from 1,114 in Q1 2024.
- Funds reported $8.45B of State Street SPDR S&P Dividend ETF stock for Q2 2024, down 6.4% quarter-over-quarter.
- 55 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2024 and 53 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $25M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $32.9M sold.
Based on aggregated 13F filings for Q2 2024.