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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
MSWMA
501
Market Street Wealth Management Advisors
Indiana
$874K -$3.92K -29 -0.5%
IWS
502
Integrity Wealth Solutions
Colorado
$873K +$4.6K +34 +0.6%
S
503
SignatureFD
Georgia
$873K +$43.8K +324 +6%
MA
504
MKT Advisors
California
$871K -$1.35K -10 -0.2%
NW
505
NewEdge Wealth
Pennsylvania
$863K +$25.6K +189 +3%
CWM
506
Calamos Wealth Management
Illinois
$860K
UBG
507
United Bank (Georgia)
Georgia
$858K -$24.1K -178 -3%
GIA
508
Guyasuta Investment Advisors
Pennsylvania
$856K
HFS
509
Heritage Financial Services
Massachusetts
$854K
GWS
510
Glassman Wealth Services
Virginia
$853K
HSBC Holdings
511
HSBC Holdings
United Kingdom
$852K +$811K +6,000 New
FCFC
512
First Commonwealth Financial Corp
Pennsylvania
$852K
TFM
513
Trademark Financial Management
Minnesota
$851K +$811K +5,993 New
CCB
514
Country Club Bank
Missouri
$844K
PTC
515
Private Trust Company
Ohio
$843K -$140K -1,034 -15%
RA
516
RFG Advisory
Alabama
$833K -$18.3K -135 -2%
CA
517
Carson Advisory
Georgia
$829K +$2.03K +15 +0.3%
PIAS
518
PCA Investment Advisory Services
Ohio
$825K +$349K +2,580 +80%
MAM
519
MWA Asset Management
Massachusetts
$822K -$2.03K -15 -0.3%
NWA
520
Navis Wealth Advisors
New York
$820K +$37.7K +279 +5%
LSAG
521
Lake Street Advisors Group
New Hampshire
$818K +$270 +2 +0%
WB
522
West Bancorporation
Iowa
$815K
BWM
523
Benchmark Wealth Management
Connecticut
$808K
Neuberger Berman Group
524
Neuberger Berman Group
New York
$805K -$9.2K -68 -1%
LIA
525
LS Investment Advisors
Michigan
$805K

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.