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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 %
GWS
501
Glassman Wealth Services
Virginia
$763K +$103K +812 +16%
FCFC
502
First Commonwealth Financial Corp
Pennsylvania
$763K – – –
RA
503
RFG Advisory
Alabama
$763K +$3.69K +29 +0.5%
MLA
504
My Legacy Advisors
Oregon
$761K -$636 -5 -0.1%
CCB
505
Country Club Bank
Missouri
$758K – – –
GSIAS
506
Garden State Investment Advisory Services
New Jersey
$755K +$5.73K +45 +0.8%
SI
507
Saxon Interests
Texas
$754K -$235K -1,846 -24%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$753K -$849K -6,675 -53%
GIA
509
Guyasuta Investment Advisors
Pennsylvania
$753K – – –
NW
510
NewEdge Wealth
Pennsylvania
$749K -$2.95M -23,182 -80%
EWM
511
Empirical Wealth Management
Washington
$748K +$382 +3 +0.1%
CCM
512
Coldstream Capital Management
Washington
$746K +$11.4K +90 +2%
S
513
SignatureFD
Georgia
$741K +$636 +5 +0.1%
CA
514
Carson Advisory
Georgia
$740K -$4.58K -36 -0.6%
MAM
515
MWA Asset Management
Massachusetts
$738K -$6.23K -49 -0.8%
JWBC
516
J.W. Burns & Co
New York
$736K -$57.7K -454 -7%
PPP
517
Private Portfolio Partners
New Jersey
$734K +$4.71K +37 +0.6%
LSAG
518
Lake Street Advisors Group
New Hampshire
$732K +$108K +852 +17%
WB
519
West Bancorporation
Iowa
$730K -$21.5K -169 -3%
Neuberger Berman Group
520
Neuberger Berman Group
New York
$730K -$305K -2,401 -30%
AFP
521
Ausdal Financial Partners
Iowa
$728K -$27.1K -213 -4%
BWM
522
Benchmark Wealth Management
Connecticut
$723K – – –
LIA
523
LS Investment Advisors
Michigan
$720K -$44.6K -351 -6%
CW
524
CreativeOne Wealth
Kansas
$720K -$412K -3,243 -36%
VWM
525
Venturi Wealth Management
Texas
$718K -$254 -2 -0%
19 20
21
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