SDY icon

SPDR S&P Dividend ETF

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
501
MKT Advisors
California
$871K -$1.42K -10 -0.2%
NW
502
NewEdge Wealth
Pennsylvania
$863K +$26.8K +189 +3%
CWM
503
Calamos Wealth Management
Illinois
$860K
UBG
504
United Bank (Georgia)
Georgia
$858K -$25.3K -178 -3%
GIA
505
Guyasuta Investment Advisors
Pennsylvania
$856K
HFS
506
Heritage Financial Services
Massachusetts
$854K
GWS
507
Glassman Wealth Services
Virginia
$853K
HSBC Holdings
508
HSBC Holdings
United Kingdom
$852K +$852K +6,000 New
FCFC
509
First Commonwealth Financial Corp
Pennsylvania
$852K
TFM
510
Trademark Financial Management
Minnesota
$851K +$851K +5,993 New
CCB
511
Country Club Bank
Missouri
$844K
PTC
512
Private Trust Company
Ohio
$843K -$147K -1,034 -15%
RA
513
RFG Advisory
Alabama
$833K -$19.2K -135 -2%
CA
514
Carson Advisory
Georgia
$829K +$2.13K +15 +0.3%
PIAS
515
PCA Investment Advisory Services
Ohio
$825K +$366K +2,580 +80%
MAM
516
MWA Asset Management
Massachusetts
$822K -$2.13K -15 -0.3%
NWA
517
Navis Wealth Advisors
New York
$820K +$39.6K +279 +5%
LSAG
518
Lake Street Advisors Group
New Hampshire
$818K +$284 +2 +0%
WB
519
West Bancorporation
Iowa
$815K
BWM
520
Benchmark Wealth Management
Connecticut
$808K
Neuberger Berman Group
521
Neuberger Berman Group
New York
$805K -$9.66K -68 -1%
LIA
522
LS Investment Advisors
Michigan
$805K
JWBC
523
J.W. Burns & Co
New York
$800K -$21.2K -149 -3%
CCWM
524
Cassaday & Co Wealth Management
Virginia
$795K +$23.6K +166 +3%
GLA
525
Good Life Advisors
Pennsylvania
$794K -$4.83K -34 -0.6%